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BIP Wealth’s Vanguard Health Care ETF VHT Stock Holding History

BIP Wealth’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 		$424K Sell
1,557
-958
-38% -$274K 0.02% 314
2025
Q4 		$724K Buy
2,515
+1
+0% +$279 0.03% 247
2025
Q3 		$653K Hold
2,514
– – 0.03% 154
2025
Q2 		$624K Sell
2,514
-78
-3% -$19.3K 0.04% 134
2025
Q1 		$686K Buy
2,592
+77
+3% +$20.5K 0.04% 127
2024
Q4 		$638K Buy
2,515
+21
+0.8% +$5.66K 0.04% 130
2024
Q3 		$704K Hold
2,494
– – 0.05% 114
2024
Q2 		$663K Hold
2,494
– – 0.05% 101
2024
Q1 		$675K Hold
2,494
– – 0.05% 110
2023
Q4 		$625K Hold
2,494
– – 0.05% 100
2023
Q3 		$586K Buy
2,494
+64
+3% +$15.6K 0.05% 98
2023
Q2 		$595K Sell
2,430
-128
-5% -$31.1K 0.05% 94
2023
Q1 		$610K Buy
+2,558
New +$616K 0.07% 95

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

BIP Wealth's VHT Position: Q1 2026 in Review

BIP Wealth reduced its Vanguard Health Care ETF (VHT) stake by 38% in Q1 2026, selling an estimated $274K and leaving 1,557 shares worth $424K. The position accounts for 0.02% of the portfolio, ranked #314.

BIP Wealth first reported a position in VHT in Q1 2023 and has held it in 13 quarters since. The position peaked at $724K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • BIP Wealth held 1,557 shares of Vanguard Health Care ETF worth $424K as of Q1 2026.
  • BIP Wealth sold 958 Vanguard Health Care ETF shares in Q1 2026, an estimated $274K.
  • Vanguard Health Care ETF made up 0.02% of BIP Wealth's portfolio in Q1 2026, its #314 holding.
  • BIP Wealth first reported a position in Vanguard Health Care ETF in Q1 2023 and has held it in 13 quarters since.
  • BIP Wealth's Vanguard Health Care ETF position peaked at $724K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.