Bay Capital Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Bay Capital Advisors’s Portfolio VHT Stock Details VHT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-780	Closed	-$224K	–	116
2025 Q4	$224K	Buy	780 +1	+0.1%	+$279	0.14%	102
2025 Q3	$202K	Sell	779 -100	-11%	-$25.1K	0.13%	106
2025 Q2	$218K	Buy	879 +3	+0.3%	+$741	0.17%	106
2025 Q1	$232K	Hold	876	–	–	0.19%	98
2024 Q4	$222K	Buy	+876	New	+$236K	0.18%	104

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bay Capital Advisors's VHT Position: Q1 2026 in Review

Bay Capital Advisors sold out of Vanguard Health Care ETF (VHT) in Q1 2026, closing a stake of 780 shares — an estimated $224K sold.

Bay Capital Advisors first reported a position in VHT in Q4 2024 and held it in 5 quarters. The position peaked at $232K in Q1 2025. 1,095 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Bay Capital Advisors reported no remaining Vanguard Health Care ETF position as of Q1 2026 after selling out during the quarter.
Bay Capital Advisors sold 780 Vanguard Health Care ETF shares in Q1 2026, an estimated $224K.
Bay Capital Advisors first reported a position in Vanguard Health Care ETF in Q4 2024 and held it in 5 quarters.
Bay Capital Advisors's Vanguard Health Care ETF position peaked at $232K in Q1 2025.
1,095 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Bay Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.