Cascade Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Cascade Wealth 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	$831K	Sell	3,089 -233	-7%	-$66.6K	0.36%	35
2025 Q4	$953K	Buy	3,322 +1,792	+117%	+$501K	0.44%	32
2025 Q3	$420K	Buy	1,530 +684	+81%	+$172K	0.21%	44
2025 Q2	$204K	Sell	846 -1,361	-62%	-$336K	0.12%	55
2025 Q1	$552K	Sell	2,207 -12,976	-85%	-$3.46M	0.38%	29
2024 Q4	$3.85M	Buy	15,183 +2,407	+19%	+$648K	2.61%	17
2024 Q3	$3.61M	Buy	12,776 +956	+8%	+$266K	2.58%	16
2024 Q2	$3.23M	Buy	11,820 +6,818	+136%	+$1.79M	2.39%	16
2024 Q1	$1.27M	Buy	+5,002	New	+$1.31M	1.08%	27

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

Cascade Wealth Advisors's VHT Position: Q1 2026 in Review

Cascade Wealth Advisors reduced its Vanguard Health Care ETF (VHT) stake by 7% in Q1 2026, selling an estimated $66.6K and leaving 3,089 shares worth $831K. The position accounts for 0.36% of the portfolio, ranked #35.

Cascade Wealth Advisors first reported a position in VHT in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.85M in Q4 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Cascade Wealth Advisors held 3,089 shares of Vanguard Health Care ETF worth $831K as of Q1 2026.
Cascade Wealth Advisors sold 233 Vanguard Health Care ETF shares in Q1 2026, an estimated $66.6K.
Vanguard Health Care ETF made up 0.36% of Cascade Wealth Advisors's portfolio in Q1 2026, its #35 holding.
Cascade Wealth Advisors first reported a position in Vanguard Health Care ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Wealth Advisors's Vanguard Health Care ETF position peaked at $3.85M in Q4 2024.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Cascade Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.