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Caprock Group’s Vanguard Health Care ETF VHT Stock Holding History

Caprock 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 		$508K Buy
1,865
+87
+5% +$24.9K 0.01% 743
2025
Q4 		$512K Buy
1,778
+499
+39% +$139K 0.01% 811
2025
Q3 		$326K Buy
+1,279
New +$321K 0.01% 918
2025
Q1 		$347K Buy
+1,311
New +$349K 0.01% 835
2023
Q2 		– Sell
-1,280
Closed -$305K – 690
2023
Q1 		$305K Hold
1,280
– – 0.02% 484
2022
Q4 		$318K Hold
1,280
– – 0.03% 387
2022
Q3 		$287K Sell
1,280
-75
-6% -$17.9K 0.03% 415
2022
Q2 		$319K Buy
1,355
+8
+0.6% +$1.93K 0.03% 360
2022
Q1 		$343K Buy
1,347
+101
+8% +$25K 0.03% 375
2021
Q4 		$332K Buy
1,246
+5
+0.4% +$1.27K 0.03% 390
2021
Q3 		$308K Hold
1,241
– – 0.03% 363
2021
Q2 		$307K Buy
1,241
+2
+0.2% +$478 0.03% 364
2021
Q1 		$283K Buy
1,239
+7
+0.6% +$1.6K 0.03% 352
2020
Q4 		$276K Buy
1,232
+5
+0.4% +$1.07K 0.03% 350
2020
Q3 		$250K Buy
1,227
+3
+0.2% +$607 0.03% 326
2020
Q2 		$236K Sell
1,224
-1,985
-62% -$372K 0.04% 333
2020
Q1 		$533K Buy
3,209
+1,993
+164% +$364K 0.1% 146
2019
Q4 		$233K Buy
1,216
+8
+0.7% +$1.44K 0.04% 292
2019
Q3 		$203K Buy
1,208
+10
+0.8% +$1.71K 0.04% 315
2019
Q2 		$208K Buy
+1,198
New +$202K 0.04% 305
2018
Q4 		– Sell
-1,768
Closed -$319K – 408
2018
Q3 		$319K Sell
1,768
-367
-17% -$63.1K 0.06% 261
2018
Q2 		$341K Buy
2,135
+476
+29% +$74.9K 0.07% 257
2018
Q1 		$255K Buy
1,659
+31
+2% +$4.95K 0.05% 321
2017
Q4 		$264K Buy
1,628
+10
+0.6% +$1.53K 0.05% 335
2017
Q3 		$247K Buy
1,618
+3
+0.2% +$448 0.05% 347
2017
Q2 		$239K Buy
1,615
+149
+10% +$21.1K 0.05% 335
2017
Q1 		$202K Buy
+1,466
New +$197K 0.05% 325

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

Caprock Group's VHT Position: Q1 2026 in Review

Caprock Group increased its Vanguard Health Care ETF (VHT) stake by 4.9% in Q1 2026, buying an estimated $24.9K and bringing the position to 1,865 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #743.

Caprock Group first reported a position in VHT in Q1 2017 and has held it in 27 quarters since. The position peaked at $533K in Q1 2020. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Caprock Group held 1,865 shares of Vanguard Health Care ETF worth $508K as of Q1 2026.
  • Caprock Group bought 87 Vanguard Health Care ETF shares in Q1 2026, an estimated $24.9K.
  • Vanguard Health Care ETF made up 0.01% of Caprock Group's portfolio in Q1 2026, its #743 holding.
  • Caprock Group first reported a position in Vanguard Health Care ETF in Q1 2017 and has held it in 27 quarters since.
  • Caprock Group's Vanguard Health Care ETF position peaked at $533K in Q1 2020.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.