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Coppell Advisory Solutions’s Vanguard Health Care ETF VHT Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-1,785
Closed -$517K – 357
2025
Q4 		$517K Buy
1,785
+128
+8% +$35.8K 0.05% 247
2025
Q3 		$421K Buy
1,657
+682
+70% +$171K 0.04% 273
2025
Q2 		$241K Sell
975
-4
-0.4% -$989 0.03% 327
2025
Q1 		$249K Sell
979
-13
-1% -$3.46K 0.03% 288
2024
Q4 		$251K Buy
992
+170
+21% +$45.8K 0.04% 242
2024
Q3 		$230K Buy
822
+29
+4% +$8.05K 0.03% 257
2024
Q2 		$211K Buy
+793
New +$208K 0.03% 246
2023
Q4 		$78.2K Sell
312
-40
-11% -$9.47K 0.02% 407
2023
Q3 		$87.3K Buy
352
+8
+2% +$1.95K 0.03% 227
2023
Q2 		$83.5K Buy
+344
New +$83.7K 0.02% 289
2023
Q1 		– Sell
-352
Closed -$87.3K – 1053
2022
Q4 		$87.3K Buy
+352
New +$85.3K 0.03% 232

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

Coppell Advisory Solutions's VHT Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Vanguard Health Care ETF (VHT) in Q1 2026, closing a stake of 1,785 shares — an estimated $517K sold.

Coppell Advisory Solutions first reported a position in VHT in Q4 2022 and held it in 11 quarters. The position peaked at $517K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Vanguard Health Care ETF position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,785 Vanguard Health Care ETF shares in Q1 2026, an estimated $517K.
  • Coppell Advisory Solutions first reported a position in Vanguard Health Care ETF in Q4 2022 and held it in 11 quarters.
  • Coppell Advisory Solutions's Vanguard Health Care ETF position peaked at $517K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.