CWM
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Collaborative Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Collaborative Wealth 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 		$501K Hold
1,838
– – 0.23% 70
2025
Q4 		$529K Hold
1,838
– – 0.19% 103
2025
Q3 		$477K Hold
1,838
– – 0.19% 99
2025
Q2 		$456K Sell
1,838
-58
-3% -$14.3K 0.2% 97
2025
Q1 		$502K Sell
1,896
-40
-2% -$10.7K 0.23% 85
2024
Q4 		$491K Sell
1,936
-100
-5% -$26.9K 0.22% 93
2024
Q3 		$575K Sell
2,036
-38
-2% -$10.6K 0.26% 87
2024
Q2 		$552K Sell
2,074
-100
-5% -$26.2K 0.27% 83
2024
Q1 		$588K Sell
2,174
-85
-4% -$22.3K 0.29% 76
2023
Q4 		$566K Sell
2,259
-175
-7% -$41.4K 0.31% 74
2023
Q3 		$572K Sell
2,434
-269
-10% -$65.6K 0.34% 74
2023
Q2 		$662K Sell
2,703
-90
-3% -$21.9K 0.39% 67
2023
Q1 		$666K Sell
2,793
-319
-10% -$76.8K 0.42% 64
2022
Q4 		$772K Sell
3,112
-365
-10% -$88.5K 0.51% 58
2022
Q3 		$778K Hold
3,477
– – 0.55% 51
2022
Q2 		$819K Buy
+3,477
New +$838K 0.54% 57
2021
Q4 		$905K Buy
+3,398
New +$867K 0.5% 62
2021
Q1 		$884K Buy
+3,477
New +$797K 0.51% 59

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

Collaborative Wealth Management's VHT Position: Q1 2026 in Review

Collaborative Wealth Management held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 1,838 shares worth $501K. The position accounts for 0.23% of the portfolio, ranked #70.

Collaborative Wealth Management first reported a position in VHT in Q1 2021 and has held it in 18 quarters since. The position peaked at $905K in Q4 2021. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Collaborative Wealth Management held 1,838 shares of Vanguard Health Care ETF worth $501K as of Q1 2026.
  • Collaborative Wealth Management left its Vanguard Health Care ETF share count unchanged in Q1 2026.
  • Vanguard Health Care ETF made up 0.23% of Collaborative Wealth Management's portfolio in Q1 2026, its #70 holding.
  • Collaborative Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2021 and has held it in 18 quarters since.
  • Collaborative Wealth Management's Vanguard Health Care ETF position peaked at $905K in Q4 2021.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.