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Beacon Financial Advisory’s Vanguard Health Care ETF VHT Stock Holding History

Beacon Financial Advisory’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 		$485K Sell
1,780
-12
-0.7% -$3.43K 0.11% 234
2025
Q4 		$516K Sell
1,792
-106
-6% -$29.6K 0.12% 214
2025
Q3 		$493K Buy
1,898
+101
+6% +$25.3K 0.11% 213
2025
Q2 		$446K Sell
1,797
-89
-5% -$22K 0.12% 217
2025
Q1 		$499K Sell
1,886
-20
-1% -$5.33K 0.15% 166
2024
Q4 		$484K Buy
1,906
+6
+0.3% +$1.62K 0.16% 163
2024
Q3 		$536K Buy
1,900
+3
+0.2% +$833 0.18% 152
2024
Q2 		$505K Sell
1,897
-35
-2% -$9.18K 0.19% 145
2024
Q1 		$523K Buy
1,932
+3
+0.2% +$788 0.25% 117
2023
Q4 		$484K Buy
1,929
+11
+0.6% +$2.6K 0.23% 122
2023
Q3 		$451K Buy
1,918
+2
+0.1% +$488 0.25% 123
2023
Q2 		$469K Hold
1,916
– – 0.27% 122
2023
Q1 		$457K Buy
1,916
+2
+0.1% +$481 0.29% 117
2022
Q4 		$475K Sell
1,914
-21
-1% -$5.09K 0.34% 101
2022
Q3 		$433K Hold
1,935
– – 0.31% 106
2022
Q2 		$456K Buy
1,935
+1
+0.1% +$241 0.26% 127
2022
Q1 		$492K Buy
1,934
+1
+0.1% +$247 0.24% 130
2021
Q4 		$515K Buy
1,933
+79
+4% +$20.1K 0.24% 130
2021
Q3 		$458K Sell
1,854
-170
-8% -$43.6K 0.24% 132
2021
Q2 		$500K Sell
2,024
-103
-5% -$24.6K 0.27% 122
2021
Q1 		$487K Buy
2,127
+575
+37% +$132K 0.28% 117
2020
Q4 		$347K Buy
1,552
+194
+14% +$41.5K 0.23% 134
2020
Q3 		$276K Buy
+1,358
New +$275K 0.24% 131

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 Financial Advisory's VHT Position: Q1 2026 in Review

Beacon Financial Advisory reduced its Vanguard Health Care ETF (VHT) stake by 0.67% in Q1 2026, selling an estimated $3.43K and leaving 1,780 shares worth $485K. The position accounts for 0.11% of the portfolio, ranked #234.

Beacon Financial Advisory first reported a position in VHT in Q3 2020 and has held it in 23 quarters since. The position peaked at $536K in Q3 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Beacon Financial Advisory held 1,780 shares of Vanguard Health Care ETF worth $485K as of Q1 2026.
  • Beacon Financial Advisory sold 12 Vanguard Health Care ETF shares in Q1 2026, an estimated $3.43K.
  • Vanguard Health Care ETF made up 0.11% of Beacon Financial Advisory's portfolio in Q1 2026, its #234 holding.
  • Beacon Financial Advisory first reported a position in Vanguard Health Care ETF in Q3 2020 and has held it in 23 quarters since.
  • Beacon Financial Advisory's Vanguard Health Care ETF position peaked at $536K in Q3 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.