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Brookwood Investment Group’s Vanguard Health Care ETF VHT Stock Holding History

Brookwood Investment 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 		$563K Sell
2,068
-67
-3% -$19.2K 0.07% 266
2025
Q4 		$615K Buy
2,135
+678
+47% +$189K 0.07% 248
2025
Q3 		$378K Buy
1,457
+247
+20% +$62K 0.05% 330
2025
Q2 		$301K Buy
1,210
+26
+2% +$6.43K 0.05% 333
2025
Q1 		$313K Buy
+1,184
New +$315K 0.05% 309

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

Brookwood Investment Group's VHT Position: Q1 2026 in Review

Brookwood Investment Group reduced its Vanguard Health Care ETF (VHT) stake by 3.1% in Q1 2026, selling an estimated $19.2K and leaving 2,068 shares worth $563K. The position accounts for 0.07% of the portfolio, ranked #266.

Brookwood Investment Group first reported a position in VHT in Q1 2025 and has held it in 5 quarters since. The position peaked at $615K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Brookwood Investment Group held 2,068 shares of Vanguard Health Care ETF worth $563K as of Q1 2026.
  • Brookwood Investment Group sold 67 Vanguard Health Care ETF shares in Q1 2026, an estimated $19.2K.
  • Vanguard Health Care ETF made up 0.07% of Brookwood Investment Group's portfolio in Q1 2026, its #266 holding.
  • Brookwood Investment Group first reported a position in Vanguard Health Care ETF in Q1 2025 and has held it in 5 quarters since.
  • Brookwood Investment Group's Vanguard Health Care ETF position peaked at $615K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.