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Charter Oak Capital Management’s Vanguard Health Care ETF VHT Stock Holding History

Charter Oak Capital Management’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 		$1.27M Buy
4,652
+12
+0.3% +$3.43K 0.1% 70
2025
Q4 		$1.34M Sell
4,640
-160
-3% -$44.7K 0.1% 71
2025
Q3 		$1.25M Sell
4,800
-464
-9% -$116K 0.1% 69
2025
Q2 		$1.31M Sell
5,264
-383
-7% -$94.7K 0.11% 61
2025
Q1 		$1.5M Sell
5,647
-327
-5% -$87.1K 0.14% 54
2024
Q4 		$1.52M Sell
5,974
-92
-2% -$24.8K 0.14% 53
2024
Q3 		$1.71M Buy
6,066
+112
+2% +$31.1K 0.16% 50
2024
Q2 		$1.58M Sell
5,954
-172
-3% -$45.1K 0.17% 46
2024
Q1 		$1.66M Buy
6,126
+258
+4% +$67.8K 0.18% 47
2023
Q4 		$1.47M Buy
5,868
+178
+3% +$42.2K 0.17% 48
2023
Q3 		$1.34M Buy
5,690
+133
+2% +$32.4K 0.18% 50
2023
Q2 		$1.36M Buy
5,557
+350
+7% +$85.1K 0.18% 54
2023
Q1 		$1.24M Buy
5,207
+16
+0.3% +$3.85K 0.17% 56
2022
Q4 		$1.29M Buy
5,191
+585
+13% +$142K 0.19% 57
2022
Q3 		$1.03M Sell
4,606
-4,173
-48% -$996K 0.16% 59
2022
Q2 		$2.07M Buy
8,779
+325
+4% +$78.3K 0.28% 46
2022
Q1 		$2.15M Sell
8,454
-7
-0.1% -$1.73K 0.26% 46
2021
Q4 		$2.25M Buy
8,461
+1
+0% +$255 0.26% 45
2021
Q3 		$2.09M Buy
8,460
+85
+1% +$21.8K 0.26% 48
2021
Q2 		$2.07M Buy
8,375
+19
+0.2% +$4.54K 0.27% 46
2021
Q1 		$1.91M Buy
8,356
+75
+0.9% +$17.2K 0.27% 45
2020
Q4 		$1.85M Buy
+8,281
New +$1.77M 0.28% 43

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

Charter Oak Capital Management's VHT Position: Q1 2026 in Review

Charter Oak Capital Management increased its Vanguard Health Care ETF (VHT) stake by 0.26% in Q1 2026, buying an estimated $3.43K and bringing the position to 4,652 shares worth $1.27M. The position accounts for 0.1% of the portfolio, ranked #70.

Charter Oak Capital Management first reported a position in VHT in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.25M in Q4 2021. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Charter Oak Capital Management held 4,652 shares of Vanguard Health Care ETF worth $1.27M as of Q1 2026.
  • Charter Oak Capital Management bought 12 Vanguard Health Care ETF shares in Q1 2026, an estimated $3.43K.
  • Vanguard Health Care ETF made up 0.1% of Charter Oak Capital Management's portfolio in Q1 2026, its #70 holding.
  • Charter Oak Capital Management first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 22 quarters since.
  • Charter Oak Capital Management's Vanguard Health Care ETF position peaked at $2.25M in Q4 2021.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.