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

Beacon Financial Strategies’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
-61
Closed -$17.6K – 182
2025
Q4 		$17.6K Buy
+61
New +$17K 0.01% 126

Other funds holding VHT

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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 Strategies's VHT Position: Q1 2026 in Review

Beacon Financial Strategies sold out of Vanguard Health Care ETF (VHT) in Q1 2026, closing a stake of 61 shares — an estimated $17.6K sold.

Beacon Financial Strategies first reported a position in VHT in Q4 2025 and held it in 1 quarter. The position peaked at $17.6K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Beacon Financial Strategies reported no remaining Vanguard Health Care ETF position as of Q1 2026 after selling out during the quarter.
  • Beacon Financial Strategies sold 61 Vanguard Health Care ETF shares in Q1 2026, an estimated $17.6K.
  • Beacon Financial Strategies first reported a position in Vanguard Health Care ETF in Q4 2025 and held it in 1 quarter.
  • Beacon Financial Strategies's Vanguard Health Care ETF position peaked at $17.6K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Beacon Financial Strategies's 13F filing for Q1 2026, filed 8 Apr 2026.