Delta Financial Group’s Vanguard Health Care ETF VHT Stock Holding History

Delta Financial Group’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 Q1	$4.72M	Buy	17,509 +1,545	+10%	+$412K	1.08%	16
2024 Q4	$4.05M	Buy	15,964 +2,813	+21%	+$758K	0.95%	17
2024 Q3	$3.71M	Buy	13,151 +501	+4%	+$139K	1.38%	13
2024 Q2	$3.37M	Buy	12,650 +823	+7%	+$216K	1.41%	13
2024 Q1	$3.2M	Buy	11,827 +1,078	+10%	+$283K	0.94%	18
2023 Q4	$2.69M	Buy	10,749 +868	+9%	+$206K	0.85%	18
2023 Q3	$2.32M	Buy	9,881 +1,319	+15%	+$322K	0.8%	20
2023 Q2	$2.1M	Buy	8,562 +3,046	+55%	+$741K	2.46%	9
2023 Q1	$1.31M	Buy	5,516 +379	+7%	+$91.2K	0.52%	35
2022 Q4	$1.27M	Buy	+5,137	New	+$1.25M	0.56%	33

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Delta Financial Group's VHT Position: Q1 2025 in Review

Delta Financial Group increased its Vanguard Health Care ETF (VHT) stake by 9.7% in Q1 2025, buying an estimated $412K and bringing the position to 17,509 shares worth $4.72M. The position accounts for 1.08% of the portfolio, ranked #16.

Delta Financial Group first reported a position in VHT in Q4 2022 and has held it in 10 quarters since. 1,056 funds tracked by Wall St. Rank hold VHT as of Q1 2025.

Delta Financial Group held 17,509 shares of Vanguard Health Care ETF worth $4.72M as of Q1 2025.
Delta Financial Group bought 1,545 Vanguard Health Care ETF shares in Q1 2025, an estimated $412K.
Vanguard Health Care ETF made up 1.08% of Delta Financial Group's portfolio in Q1 2025, its #16 holding.
Delta Financial Group first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 10 quarters since.
1,056 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.