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Clearstead Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Clearstead 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 		$5.48M Buy
20,121
+659
+3% +$188K 0.05% 221
2025
Q4 		$5.6M Sell
19,462
-6
-0% -$1.68K 0.07% 190
2025
Q3 		$5.05M Sell
19,468
-20
-0.1% -$5.02K 0.07% 200
2025
Q2 		$4.84M Sell
19,488
-452
-2% -$112K 0.07% 202
2025
Q1 		$5.28M Buy
19,940
+3
+0% +$799 0.08% 176
2024
Q4 		$5.06M Sell
19,937
-735
-4% -$198K 0.08% 184
2024
Q3 		$5.83M Buy
20,672
+200
+1% +$55.6K 0.09% 168
2024
Q2 		$5.45M Buy
20,472
+66
+0.3% +$17.3K 0.09% 170
2024
Q1 		$5.35M Buy
20,406
+1,095
+6% +$288K 0.26% 73
2023
Q4 		$4.84M Sell
19,311
-19,569
-50% -$4.63M 0.26% 82
2023
Q3 		$9.14M Buy
38,880
+19,256
+98% +$4.69M 0.27% 82
2023
Q2 		$4.8M Buy
19,624
+19,474
+12,983% +$4.74M 0.29% 71
2023
Q1 		$35.9K Sell
150
-186
-55% -$44.8K ﹤0.01% 731
2022
Q4 		$83.3K Hold
336
– – 0.01% 533
2022
Q3 		$75K Hold
336
– – 0.01% 530
2022
Q2 		$79K Hold
336
– – 0.01% 532
2022
Q1 		$85K Hold
336
– – 0.01% 578
2021
Q4 		$90K Buy
336
+70
+26% +$17.9K 0.01% 551
2021
Q3 		$66K Buy
+266
New +$68.2K ﹤0.01% 566

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

Clearstead Advisors's VHT Position: Q1 2026 in Review

Clearstead Advisors increased its Vanguard Health Care ETF (VHT) stake by 3.4% in Q1 2026, buying an estimated $188K and bringing the position to 20,121 shares worth $5.48M. The position accounts for 0.05% of the portfolio, ranked #221.

Clearstead Advisors first reported a position in VHT in Q3 2021 and has held it in 19 quarters since. The position peaked at $9.14M in Q3 2023. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Clearstead Advisors held 20,121 shares of Vanguard Health Care ETF worth $5.48M as of Q1 2026.
  • Clearstead Advisors bought 659 Vanguard Health Care ETF shares in Q1 2026, an estimated $188K.
  • Vanguard Health Care ETF made up 0.05% of Clearstead Advisors's portfolio in Q1 2026, its #221 holding.
  • Clearstead Advisors first reported a position in Vanguard Health Care ETF in Q3 2021 and has held it in 19 quarters since.
  • Clearstead Advisors's Vanguard Health Care ETF position peaked at $9.14M in Q3 2023.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.