Briaud Financial Planning’s Vanguard Health Care ETF VHT Stock Holding History

Briaud Financial Planning’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	-716	Closed	-$206K	–	43
2025 Q4	$206K	Buy	+716	New	+$200K	0.05%	34
2025 Q3	–	Sell	-716	Closed	-$177K	–	333
2025 Q2	$177K	Hold	716	–	–	0.07%	43
2025 Q1	$189K	Hold	716	–	–	0.08%	34
2024 Q4	$181K	Hold	716	–	–	0.07%	31
2024 Q3	$202K	Hold	716	–	–	0.1%	27
2024 Q2	$190K	Hold	716	–	–	0.11%	22
2024 Q1	$194K	Buy	+716	New	+$188K	0.11%	21
2023 Q4	–	Sell	-716	Closed	-$168K	–	158
2023 Q3	$168K	Buy	+716	New	+$175K	0.14%	24

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Briaud Financial Planning's VHT Position: Q1 2026 in Review

Briaud Financial Planning sold out of Vanguard Health Care ETF (VHT) in Q1 2026, closing a stake of 716 shares — an estimated $206K sold.

Briaud Financial Planning first reported a position in VHT in Q3 2023 and held it in 8 quarters. The position peaked at $206K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Briaud Financial Planning reported no remaining Vanguard Health Care ETF position as of Q1 2026 after selling out during the quarter.
Briaud Financial Planning sold 716 Vanguard Health Care ETF shares in Q1 2026, an estimated $206K.
Briaud Financial Planning first reported a position in Vanguard Health Care ETF in Q3 2023 and held it in 8 quarters.
Briaud Financial Planning's Vanguard Health Care ETF position peaked at $206K in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Briaud Financial Planning's 13F filing for Q1 2026, filed 10 Apr 2026.