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Chokshi & Queen Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Chokshi & Queen 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 		$5.7M Sell
20,915
-403
-2% -$115K 3.04% 6
2025
Q4 		$6.14M Sell
21,318
-336
-2% -$93.9K 3.21% 6
2025
Q3 		$5.62M Sell
21,654
-1,511
-7% -$379K 2.98% 7
2025
Q2 		$5.75M Buy
23,165
+287
+1% +$70.9K 3.3% 7
2025
Q1 		$6.06M Sell
22,878
-419
-2% -$112K 3.69% 7
2024
Q4 		$5.91M Buy
+23,297
New +$6.28M 3.67% 6

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

Chokshi & Queen Wealth Advisors's VHT Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors reduced its Vanguard Health Care ETF (VHT) stake by 1.9% in Q1 2026, selling an estimated $115K and leaving 20,915 shares worth $5.7M. The position accounts for 3.04% of the portfolio, ranked #6.

Chokshi & Queen Wealth Advisors first reported a position in VHT in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.14M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Chokshi & Queen Wealth Advisors held 20,915 shares of Vanguard Health Care ETF worth $5.7M as of Q1 2026.
  • Chokshi & Queen Wealth Advisors sold 403 Vanguard Health Care ETF shares in Q1 2026, an estimated $115K.
  • Vanguard Health Care ETF made up 3.04% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #6 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 6 quarters since.
  • Chokshi & Queen Wealth Advisors's Vanguard Health Care ETF position peaked at $6.14M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.