Bellwether Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Bellwether 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
2025 Q3	–	Sell	-8	Closed	-$1.99K	–	551
2025 Q2	$1.99K	Buy	+8	New	+$1.98K	﹤0.01%	494
2023 Q3	–	Sell	-57,486	Closed	-$14.1M	–	122
2023 Q2	$14.1M	Buy	57,486 +57,371	+49,888%	+$14M	4.14%	5
2023 Q1	$27.4K	Sell	115 -2,334	-95%	-$562K	0.01%	223
2022 Q4	$607K	Sell	2,449 -47,322	-95%	-$11.5M	0.18%	87
2022 Q3	$11.1M	Sell	49,771 -11,903	-19%	-$2.84M	3.67%	6
2022 Q2	$14.5M	Buy	61,674 +4,653	+8%	+$1.12M	4.67%	5
2022 Q1	$14.5M	Buy	+57,021	New	+$14.1M	4.32%	4

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

PCH

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

EHC

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bellwether Advisors's VHT Position: Q3 2025 in Review

Bellwether Advisors sold out of Vanguard Health Care ETF (VHT) in Q3 2025, closing a stake of 8 shares — an estimated $1.99K sold.

Bellwether Advisors first reported a position in VHT in Q1 2022 and held it in 7 quarters. The position peaked at $14.5M in Q2 2022. 1,013 funds tracked by Wall St. Rank hold VHT as of Q3 2025.

Bellwether Advisors reported no remaining Vanguard Health Care ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 8 Vanguard Health Care ETF shares in Q3 2025, an estimated $1.99K.
Bellwether Advisors first reported a position in Vanguard Health Care ETF in Q1 2022 and held it in 7 quarters.
Bellwether Advisors's Vanguard Health Care ETF position peaked at $14.5M in Q2 2022.
1,013 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.