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Brown, Lisle/Cummings’s Vanguard Health Care ETF VHT Stock Holding History

Brown, Lisle/Cummings’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 		$1.77M Buy
6,515
+630
+11% +$180K 0.44% 56
2025
Q4 		$1.69M Buy
5,885
+1,355
+30% +$379K 0.42% 56
2025
Q3 		$1.18M Sell
4,530
-445
-9% -$112K 0.3% 83
2025
Q2 		$1.24M Buy
4,975
+25
+0.5% +$6.18K 0.33% 75
2025
Q1 		$1.31M Buy
4,950
+75
+2% +$20K 0.38% 66
2024
Q4 		$1.24M Buy
4,875
+70
+1% +$18.9K 0.37% 65
2024
Q3 		$1.36M Buy
4,805
+150
+3% +$41.7K 0.41% 59
2024
Q2 		$1.24M Buy
4,655
+75
+2% +$19.7K 0.4% 62
2024
Q1 		$1.24M Buy
4,580
+790
+21% +$208K 0.42% 60
2023
Q4 		$950K Buy
3,790
+150
+4% +$35.5K 0.35% 68
2023
Q3 		$856K Buy
3,640
+610
+20% +$149K 0.39% 62
2023
Q2 		$742K Buy
3,030
+20
+0.7% +$4.87K 0.33% 68
2023
Q1 		$718K Buy
3,010
+75
+3% +$18K 0.36% 65
2022
Q4 		$728K Buy
2,935
+285
+11% +$69.1K 0.39% 61
2022
Q3 		$593K Buy
2,650
+220
+9% +$52.5K 0.35% 74
2022
Q2 		$572K Buy
2,430
+185
+8% +$44.6K 0.32% 80
2022
Q1 		$571K Buy
2,245
+150
+7% +$37.1K 0.27% 86
2021
Q4 		$558K Buy
+2,095
New +$534K 0.28% 85

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

Brown, Lisle/Cummings's VHT Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its Vanguard Health Care ETF (VHT) stake by 11% in Q1 2026, buying an estimated $180K and bringing the position to 6,515 shares worth $1.77M. The position accounts for 0.44% of the portfolio, ranked #56.

Brown, Lisle/Cummings first reported a position in VHT in Q4 2021 and has held it in 18 quarters since. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Brown, Lisle/Cummings held 6,515 shares of Vanguard Health Care ETF worth $1.77M as of Q1 2026.
  • Brown, Lisle/Cummings bought 630 Vanguard Health Care ETF shares in Q1 2026, an estimated $180K.
  • Vanguard Health Care ETF made up 0.44% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #56 holding.
  • Brown, Lisle/Cummings first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.