Chevy Chase Trust’s Vanguard Health Care ETF VHT Stock Holding History

Chevy Chase Trust’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	$902K	Sell	3,312 -10,792	-77%	-$3.09M	﹤0.01%	580
2025 Q4	$4.06M	Buy	+14,104	New	+$3.94M	0.01%	530
2020 Q1	–	Sell	-450	Closed	-$86K	–	1024
2019 Q4	$86K	Buy	+450	New	+$80.7K	﹤0.01%	741
2019 Q1	–	Sell	-450	Closed	-$72K	–	723
2018 Q4	$72K	Buy	+450	New	+$76.2K	﹤0.01%	680
2018 Q2	–	Sell	-1,556	Closed	-$239K	–	700
2018 Q1	$239K	Buy	1,556 +1	+0.1%	+$160	﹤0.01%	624
2017 Q4	$240K	Buy	+1,555	New	+$239K	﹤0.01%	642
2016 Q4	–	Sell	-1,950	Closed	-$259K	–	684
2016 Q3	$259K	Sell	1,950 -100	-5%	-$13.5K	﹤0.01%	606
2016 Q2	$268K	Hold	2,050	–	–	﹤0.01%	608
2016 Q1	$253K	Sell	2,050 -150	-7%	-$18.2K	﹤0.01%	613
2015 Q4	$292K	Sell	2,200 -450	-17%	-$58.6K	﹤0.01%	612
2015 Q3	$325K	Buy	2,650 +375	+16%	+$51.4K	﹤0.01%	602
2015 Q2	$318K	Buy	+2,275	New	+$314K	﹤0.01%	610

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

Chevy Chase Trust's VHT Position: Q1 2026 in Review

Chevy Chase Trust reduced its Vanguard Health Care ETF (VHT) stake by 77% in Q1 2026, selling an estimated $3.09M and leaving 3,312 shares worth $902K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Chevy Chase Trust first reported a position in VHT in Q2 2015 and has held it in 12 quarters since. The position peaked at $4.06M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Chevy Chase Trust held 3,312 shares of Vanguard Health Care ETF worth $902K as of Q1 2026.
Chevy Chase Trust sold 10,792 Vanguard Health Care ETF shares in Q1 2026, an estimated $3.09M.
Vanguard Health Care ETF made up ﹤0.01% of Chevy Chase Trust's portfolio in Q1 2026, its #580 holding.
Chevy Chase Trust first reported a position in Vanguard Health Care ETF in Q2 2015 and has held it in 12 quarters since.
Chevy Chase Trust's Vanguard Health Care ETF position peaked at $4.06M in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.