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Daymark Wealth Partners’s Vanguard Health Care ETF VHT Stock Holding History

Daymark Wealth Partners’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 		$436K Sell
1,602
-234
-13% -$66.9K 0.01% 462
2025
Q4 		$529K Buy
1,836
+82
+5% +$22.9K 0.02% 378
2025
Q3 		$455K Sell
1,754
-1,175
-40% -$295K 0.02% 398
2025
Q2 		$727K Sell
2,929
-97
-3% -$24K 0.03% 303
2025
Q1 		$801K Buy
3,026
+1,233
+69% +$328K 0.03% 271
2024
Q4 		$455K Sell
1,793
-369
-17% -$99.4K 0.02% 341
2024
Q3 		$610K Buy
2,162
+1,027
+90% +$285K 0.03% 306
2024
Q2 		$302K Buy
+1,135
New +$298K 0.01% 399

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

Daymark Wealth Partners's VHT Position: Q1 2026 in Review

Daymark Wealth Partners reduced its Vanguard Health Care ETF (VHT) stake by 13% in Q1 2026, selling an estimated $66.9K and leaving 1,602 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #462.

Daymark Wealth Partners first reported a position in VHT in Q2 2024 and has held it in 8 quarters since. The position peaked at $801K in Q1 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Daymark Wealth Partners held 1,602 shares of Vanguard Health Care ETF worth $436K as of Q1 2026.
  • Daymark Wealth Partners sold 234 Vanguard Health Care ETF shares in Q1 2026, an estimated $66.9K.
  • Vanguard Health Care ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q1 2026, its #462 holding.
  • Daymark Wealth Partners first reported a position in Vanguard Health Care ETF in Q2 2024 and has held it in 8 quarters since.
  • Daymark Wealth Partners's Vanguard Health Care ETF position peaked at $801K in Q1 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.