DecisionPoint Financial’s Vanguard Health Care ETF VHT Stock Holding History

DecisionPoint Financial’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	-5	Closed	-$1.44K	–	731
2025 Q4	$1.44K	Buy	+5	New	+$1.4K	﹤0.01%	369
2024 Q2	–	Sell	-14	Closed	-$3.58K	–	278
2024 Q1	$3.58K	Hold	14	–	–	﹤0.01%	209
2023 Q4	$3.51K	Hold	14	–	–	﹤0.01%	160
2023 Q3	$3.29K	Hold	14	–	–	﹤0.01%	167
2023 Q2	$3.43K	Hold	14	–	–	﹤0.01%	152
2023 Q1	$3.34K	Hold	14	–	–	﹤0.01%	152
2022 Q4	$3.47K	Buy	+14	New	+$3.39K	﹤0.01%	126

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EHC

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DecisionPoint Financial's VHT Position: Q1 2026 in Review

DecisionPoint Financial sold out of Vanguard Health Care ETF (VHT) in Q1 2026, closing a stake of 5 shares — an estimated $1.44K sold.

DecisionPoint Financial first reported a position in VHT in Q4 2022 and held it in 7 quarters. The position peaked at $3.58K in Q1 2024. 1,090 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

DecisionPoint Financial reported no remaining Vanguard Health Care ETF position as of Q1 2026 after selling out during the quarter.
DecisionPoint Financial sold 5 Vanguard Health Care ETF shares in Q1 2026, an estimated $1.44K.
DecisionPoint Financial first reported a position in Vanguard Health Care ETF in Q4 2022 and held it in 7 quarters.
DecisionPoint Financial's Vanguard Health Care ETF position peaked at $3.58K in Q1 2024.
1,090 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.