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Concurrent Investment Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Concurrent Investment 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 		$3.8M Sell
13,956
-1,825
-12% -$522K 0.04% 421
2025
Q4 		$4.54M Sell
15,781
-633
-4% -$177K 0.05% 354
2025
Q3 		$4.26M Sell
16,414
-1,054
-6% -$264K 0.07% 270
2025
Q2 		$4.34M Sell
17,468
-1,699
-9% -$420K 0.08% 249
2025
Q1 		$5.07M Buy
19,167
+6,012
+46% +$1.6M 0.12% 183
2024
Q4 		$3.34M Sell
13,155
-769
-6% -$207K 0.09% 222
2024
Q3 		$3.93M Sell
13,924
-191
-1% -$53.1K 0.12% 183
2024
Q2 		$3.75M Sell
14,115
-993
-7% -$260K 0.12% 172
2024
Q1 		$4.09M Sell
15,108
-1,076
-7% -$283K 0.16% 140
2023
Q4 		$4.06M Buy
+16,184
New +$3.83M 0.19% 129

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

Concurrent Investment Advisors's VHT Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Vanguard Health Care ETF (VHT) stake by 12% in Q1 2026, selling an estimated $522K and leaving 13,956 shares worth $3.8M. The position accounts for 0.04% of the portfolio, ranked #421.

Concurrent Investment Advisors first reported a position in VHT in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.07M in Q1 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Concurrent Investment Advisors held 13,956 shares of Vanguard Health Care ETF worth $3.8M as of Q1 2026.
  • Concurrent Investment Advisors sold 1,825 Vanguard Health Care ETF shares in Q1 2026, an estimated $522K.
  • Vanguard Health Care ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q1 2026, its #421 holding.
  • Concurrent Investment Advisors first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Vanguard Health Care ETF position peaked at $5.07M in Q1 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.