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Beacon Capital Management LLC (Tennessee)’s Vanguard Health Care ETF VHT Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 		$222K Buy
815
+3
+0.4% +$858 0.04% 155
2025
Q4 		$234K Sell
812
-22
-3% -$6.15K 0.04% 138
2025
Q3 		$216K Sell
834
-197
-19% -$49.4K 0.03% 128
2025
Q2 		$256K Sell
1,031
-195
-16% -$48.2K 0.03% 107
2025
Q1 		$324K Sell
1,226
-30
-2% -$7.99K 0.04% 91
2024
Q4 		$319K Sell
1,256
-151
-11% -$40.7K 0.04% 88
2024
Q3 		$397K Sell
1,407
-40
-3% -$11.1K 0.06% 73
2024
Q2 		$385K Sell
1,447
-234
-14% -$61.3K 0.07% 62
2024
Q1 		$455K Sell
1,681
-272
-14% -$71.5K 0.09% 54
2023
Q4 		$459K Sell
1,953
-69
-3% -$16.3K 0.13% 45
2023
Q3 		$495K Hold
2,022
– – 0.13% 42
2023
Q2 		$495K Sell
2,022
-145
-7% -$35.3K 0.13% 42
2023
Q1 		$517K Sell
2,167
-173
-7% -$41.6K 0.15% 42
2022
Q4 		$580K Sell
2,340
-225
-9% -$54.6K 0.2% 41
2022
Q3 		$605K Buy
2,565
+141
+6% +$33.7K 0.2% 36
2022
Q2 		$617K Sell
2,424
-48
-2% -$11.6K 0.15% 42
2022
Q1 		$629K Buy
+2,472
New +$611K 0.15% 43

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s VHT Position: Q1 2026 in Review

Beacon Capital Management LLC (Tennessee) increased its Vanguard Health Care ETF (VHT) stake by 0.37% in Q1 2026, buying an estimated $858 and bringing the position to 815 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #155.

Beacon Capital Management LLC (Tennessee) first reported a position in VHT in Q1 2022 and has held it in 17 quarters since. The position peaked at $629K in Q1 2022. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Beacon Capital Management LLC (Tennessee) held 815 shares of Vanguard Health Care ETF worth $222K as of Q1 2026.
  • Beacon Capital Management LLC (Tennessee) bought 3 Vanguard Health Care ETF shares in Q1 2026, an estimated $858.
  • Vanguard Health Care ETF made up 0.04% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q1 2026, its #155 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Vanguard Health Care ETF in Q1 2022 and has held it in 17 quarters since.
  • Beacon Capital Management LLC (Tennessee)'s Vanguard Health Care ETF position peaked at $629K in Q1 2022.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2026, filed 11 May 2026.