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DHJJ Financial Advisors’s Vanguard Health Care ETF VHT Stock Holding History

DHJJ Financial Advisors’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 		$580K Hold
2,128
– – 0.19% 91
2025
Q4 		$613K Sell
2,128
-123
-5% -$34.4K 0.2% 88
2025
Q3 		$584K Hold
2,251
– – 0.2% 92
2025
Q2 		$559K Sell
2,251
-16
-0.7% -$3.95K 0.2% 87
2025
Q1 		$600K Sell
2,267
-58
-2% -$15.5K 0.24% 80
2024
Q4 		$590K Sell
2,325
-38
-2% -$10.2K 0.23% 80
2024
Q3 		$667K Sell
2,363
-78
-3% -$21.7K 0.26% 71
2024
Q2 		$649K Sell
2,441
-145
-6% -$38K 0.27% 70
2024
Q1 		$700K Sell
2,586
-26
-1% -$6.83K 0.31% 59
2023
Q4 		$655K Buy
2,612
+129
+5% +$30.6K 0.31% 62
2023
Q3 		$584K Sell
2,483
-266
-10% -$64.8K 0.3% 65
2023
Q2 		$673K Hold
2,749
– – 0.35% 61
2023
Q1 		$656K Buy
2,749
+344
+14% +$82.8K 0.36% 60
2022
Q4 		$597K Sell
2,405
-4
-0.2% -$970 0.34% 64
2022
Q3 		$539K Buy
2,409
+50
+2% +$11.9K 0.31% 69
2022
Q2 		$556K Buy
2,359
+3
+0.1% +$723 0.31% 69
2022
Q1 		$607K Buy
2,356
+91
+4% +$22.5K 0.29% 67
2021
Q4 		$603K Sell
2,265
-15
-0.7% -$3.83K 0.28% 68
2021
Q3 		$564K Sell
2,280
-110
-5% -$28.2K 0.29% 67
2021
Q2 		$591K Sell
2,390
-8
-0.3% -$1.91K 0.31% 60
2021
Q1 		$549K Hold
2,398
– – 0.32% 60
2020
Q4 		$537K Buy
+2,398
New +$513K 0.34% 58

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

DHJJ Financial Advisors's VHT Position: Q1 2026 in Review

DHJJ Financial Advisors held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 2,128 shares worth $580K. The position accounts for 0.19% of the portfolio, ranked #91.

DHJJ Financial Advisors first reported a position in VHT in Q4 2020 and has held it in 22 quarters since. The position peaked at $700K in Q1 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • DHJJ Financial Advisors held 2,128 shares of Vanguard Health Care ETF worth $580K as of Q1 2026.
  • DHJJ Financial Advisors left its Vanguard Health Care ETF share count unchanged in Q1 2026.
  • Vanguard Health Care ETF made up 0.19% of DHJJ Financial Advisors's portfolio in Q1 2026, its #91 holding.
  • DHJJ Financial Advisors first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 22 quarters since.
  • DHJJ Financial Advisors's Vanguard Health Care ETF position peaked at $700K in Q1 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.