Bright Financial Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Bright Financial 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
2026 Q1	$644K	Hold	2,365	–	–	0.3%	34
2025 Q4	$681K	Hold	2,365	–	–	0.32%	33
2025 Q3	$614K	Hold	2,365	–	–	0.3%	33
2025 Q2	$587K	Hold	2,365	–	–	0.33%	32
2025 Q1	$626K	Hold	2,365	–	–	0.38%	30
2024 Q4	$600K	Hold	2,365	–	–	0.38%	30
2024 Q3	$667K	Hold	2,365	–	–	0.42%	28
2024 Q2	$629K	Hold	2,365	–	–	0.44%	28
2024 Q1	$611K	Buy	+2,365	New	+$621K	0.46%	25

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

Bright Financial Advisors's VHT Position: Q1 2026 in Review

Bright Financial Advisors held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 2,365 shares worth $644K. The position accounts for 0.3% of the portfolio, ranked #34.

Bright Financial Advisors first reported a position in VHT in Q1 2024 and has held it in 9 quarters since. The position peaked at $681K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Bright Financial Advisors held 2,365 shares of Vanguard Health Care ETF worth $644K as of Q1 2026.
Bright Financial Advisors left its Vanguard Health Care ETF share count unchanged in Q1 2026.
Vanguard Health Care ETF made up 0.3% of Bright Financial Advisors's portfolio in Q1 2026, its #34 holding.
Bright Financial Advisors first reported a position in Vanguard Health Care ETF in Q1 2024 and has held it in 9 quarters since.
Bright Financial Advisors's Vanguard Health Care ETF position peaked at $681K in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.