Caldwell Sutter Capital’s Vanguard Health Care ETF VHT Stock Holding History

Caldwell Sutter Capital’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	-9	Closed	-$2.59K	–	906
2025 Q4	$2.59K	Buy	+9	New	+$2.51K	﹤0.01%	712

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

Caldwell Sutter Capital's VHT Position: Q1 2026 in Review

Caldwell Sutter Capital sold out of Vanguard Health Care ETF (VHT) in Q1 2026, closing a stake of 9 shares — an estimated $2.59K sold.

Caldwell Sutter Capital first reported a position in VHT in Q4 2025 and held it in 1 quarter. The position peaked at $2.59K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Caldwell Sutter Capital reported no remaining Vanguard Health Care ETF position as of Q1 2026 after selling out during the quarter.
Caldwell Sutter Capital sold 9 Vanguard Health Care ETF shares in Q1 2026, an estimated $2.59K.
Caldwell Sutter Capital first reported a position in Vanguard Health Care ETF in Q4 2025 and held it in 1 quarter.
Caldwell Sutter Capital's Vanguard Health Care ETF position peaked at $2.59K in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.