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Benjamin Edwards Inc’s Vanguard Health Care ETF VHT Stock Holding History

Benjamin Edwards Inc’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 		$703K Buy
2,582
+188
+8% +$53.7K 0.01% 871
2025
Q4 		$689K Buy
2,394
+116
+5% +$32.4K 0.01% 843
2025
Q3 		$591K Sell
2,278
-13
-0.6% -$3.26K 0.01% 883
2025
Q2 		$569K Hold
2,291
– – 0.01% 814
2025
Q1 		$607K Hold
2,291
– – 0.01% 730
2024
Q4 		$581K Hold
2,291
– – 0.01% 776
2024
Q3 		$647K Buy
+2,291
New +$636K 0.01% 717

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

Benjamin Edwards Inc's VHT Position: Q1 2026 in Review

Benjamin Edwards Inc increased its Vanguard Health Care ETF (VHT) stake by 7.9% in Q1 2026, buying an estimated $53.7K and bringing the position to 2,582 shares worth $703K. The position accounts for 0.01% of the portfolio, ranked #871.

Benjamin Edwards Inc first reported a position in VHT in Q3 2024 and has held it in 7 quarters since. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Benjamin Edwards Inc held 2,582 shares of Vanguard Health Care ETF worth $703K as of Q1 2026.
  • Benjamin Edwards Inc bought 188 Vanguard Health Care ETF shares in Q1 2026, an estimated $53.7K.
  • Vanguard Health Care ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #871 holding.
  • Benjamin Edwards Inc first reported a position in Vanguard Health Care ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.