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Clean Yield Group’s Vanguard Health Care ETF VHT Stock Holding History

Clean Yield 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 		$81.7K Hold
300
– – 0.02% 195
2025
Q4 		$86.4K Hold
300
– – 0.02% 187
2025
Q3 		$77.9K Hold
300
– – 0.02% 196
2025
Q2 		$74.5K Hold
300
– – 0.02% 200
2025
Q1 		$79.4K Hold
300
– – 0.03% 193
2024
Q4 		$76.1K Hold
300
– – 0.02% 198
2024
Q3 		$84.7K Hold
300
– – 0.03% 191
2024
Q2 		$79.8K Hold
300
– – 0.03% 188
2024
Q1 		$81.2K Hold
300
– – 0.03% 191
2023
Q4 		$75.2K Hold
300
– – 0.03% 197
2023
Q3 		$71.2K Hold
300
– – 0.03% 198
2023
Q2 		$73.4K Hold
300
– – 0.03% 205
2023
Q1 		$71.5K Hold
300
– – 0.03% 207
2022
Q4 		$74.4K Hold
300
– – 0.03% 202
2022
Q3 		$67K Hold
300
– – 0.03% 204
2022
Q2 		$71K Hold
300
– – 0.03% 208
2022
Q1 		$76K Hold
300
– – 0.03% 222
2021
Q4 		$80K Hold
300
– – 0.03% 229
2021
Q3 		$74K Hold
300
– – 0.02% 234
2021
Q2 		$74K Buy
+300
New +$71.7K 0.03% 227
2021
Q1 		– Sell
-300
Closed -$67K – 367
2020
Q4 		$67K Hold
300
– – 0.02% 226
2020
Q3 		$61K Hold
300
– – 0.02% 211
2020
Q2 		$58K Hold
300
– – 0.03% 206
2020
Q1 		$50K Buy
+300
New +$54.8K 0.02% 200

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

Clean Yield Group's VHT Position: Q1 2026 in Review

Clean Yield Group held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 300 shares worth $81.7K. The position accounts for 0.02% of the portfolio, ranked #195.

Clean Yield Group first reported a position in VHT in Q1 2020 and has held it in 24 quarters since. The position peaked at $86.4K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Clean Yield Group held 300 shares of Vanguard Health Care ETF worth $81.7K as of Q1 2026.
  • Clean Yield Group left its Vanguard Health Care ETF share count unchanged in Q1 2026.
  • Vanguard Health Care ETF made up 0.02% of Clean Yield Group's portfolio in Q1 2026, its #195 holding.
  • Clean Yield Group first reported a position in Vanguard Health Care ETF in Q1 2020 and has held it in 24 quarters since.
  • Clean Yield Group's Vanguard Health Care ETF position peaked at $86.4K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.