Consolidated Portfolio Review Corp’s Vanguard Health Care ETF VHT Stock Holding History

Consolidated Portfolio Review Corp’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
2025 Q4	–	Sell	-30,666	Closed	-$7.94M	–	403
2025 Q3	$7.94M	Sell	30,666 -1,568	-5%	-$393K	1%	14
2025 Q2	$8M	Sell	32,234 -1,695	-5%	-$419K	1.11%	13
2025 Q1	$8.98M	Sell	33,929 -707	-2%	-$188K	1.44%	11
2024 Q4	$8.79M	Sell	34,636 -1,098	-3%	-$296K	1.39%	10
2024 Q3	$10.1M	Sell	35,734 -294	-0.8%	-$81.7K	2.25%	6
2024 Q2	$9.58M	Buy	36,028 +3,562	+11%	+$934K	2.24%	7
2024 Q1	$8.78M	Sell	32,466 -7,236	-18%	-$1.9M	2.3%	4
2023 Q4	$9.95M	Sell	39,702 -7,075	-15%	-$1.68M	2.27%	4
2023 Q3	$11M	Sell	46,777 -1,827	-4%	-$445K	2.67%	3
2023 Q2	$11.9M	Sell	48,604 -163	-0.3%	-$39.7K	2.83%	3
2023 Q1	$11.6M	Buy	+48,767	New	+$11.7M	3.15%	2

Other funds holding VHT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Consolidated Portfolio Review Corp's VHT Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Vanguard Health Care ETF (VHT) in Q4 2025, closing a stake of 30,666 shares — an estimated $7.94M sold.

Consolidated Portfolio Review Corp first reported a position in VHT in Q1 2023 and held it in 11 quarters. The position peaked at $11.9M in Q2 2023. 1,132 funds tracked by Wall St. Rank hold VHT as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining Vanguard Health Care ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 30,666 Vanguard Health Care ETF shares in Q4 2025, an estimated $7.94M.
Consolidated Portfolio Review Corp first reported a position in Vanguard Health Care ETF in Q1 2023 and held it in 11 quarters.
Consolidated Portfolio Review Corp's Vanguard Health Care ETF position peaked at $11.9M in Q2 2023.
1,132 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.