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

Blackston Financial Advisory Group’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 		$1.49M Sell
5,462
-96
-2% -$27.4K 0.93% 20
2025
Q4 		$1.6M Sell
5,558
-190
-3% -$53.1K 0.97% 17
2025
Q3 		$1.49M Sell
5,748
-216
-4% -$54.2K 0.89% 18
2025
Q2 		$1.48M Sell
5,964
-80
-1% -$19.8K 0.93% 17
2025
Q1 		$1.6M Sell
6,044
-247
-4% -$65.8K 1.09% 16
2024
Q4 		$1.6M Sell
6,291
-743
-11% -$200K 0.8% 19
2024
Q3 		$1.99M Buy
+7,034
New +$1.95M 1.03% 19
2024
Q2 		– Sell
-8,359
Closed -$2.26M – 98
2024
Q1 		$2.26M Buy
8,359
+233
+3% +$61.2K 1.5% 16
2023
Q4 		$2.04M Buy
8,126
+339
+4% +$80.3K 1.29% 16
2023
Q3 		$1.83M Buy
7,787
+498
+7% +$121K 1.28% 15
2023
Q2 		$1.78M Sell
7,289
-30
-0.4% -$7.3K 1.29% 15
2023
Q1 		$1.75M Sell
7,319
-995
-12% -$239K 1.3% 13
2022
Q4 		$2.06M Sell
8,314
-104
-1% -$25.2K 1.5% 10
2022
Q3 		$2.06M Sell
8,418
-206
-2% -$49.2K 1.45% 12
2022
Q2 		$2.08M Sell
8,624
-1,191
-12% -$287K 1.36% 13
2022
Q1 		$2.43M Sell
9,815
-645
-6% -$159K 1.58% 14
2021
Q4 		$2.79M Buy
+10,460
New +$2.67M 1.61% 14

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

Blackston Financial Advisory Group's VHT Position: Q1 2026 in Review

Blackston Financial Advisory Group reduced its Vanguard Health Care ETF (VHT) stake by 1.7% in Q1 2026, selling an estimated $27.4K and leaving 5,462 shares worth $1.49M. The position accounts for 0.93% of the portfolio, ranked #20.

Blackston Financial Advisory Group first reported a position in VHT in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.79M in Q4 2021. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Blackston Financial Advisory Group held 5,462 shares of Vanguard Health Care ETF worth $1.49M as of Q1 2026.
  • Blackston Financial Advisory Group sold 96 Vanguard Health Care ETF shares in Q1 2026, an estimated $27.4K.
  • Vanguard Health Care ETF made up 0.93% of Blackston Financial Advisory Group's portfolio in Q1 2026, its #20 holding.
  • Blackston Financial Advisory Group first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 17 quarters since.
  • Blackston Financial Advisory Group's Vanguard Health Care ETF position peaked at $2.79M in Q4 2021.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.