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Dopkins Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Dopkins Wealth Management’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
-786
Closed -$226K – 95
2025
Q4 		$226K Hold
786
– – 0.09% 79
2025
Q3 		$204K Sell
786
-336
-30% -$84.3K 0.09% 78
2025
Q2 		$279K Hold
1,122
– – 0.13% 65
2025
Q1 		$297K Hold
1,122
– – 0.15% 62
2024
Q4 		$285K Hold
1,122
– – 0.15% 65
2024
Q3 		$317K Sell
1,122
-10
-0.9% -$2.78K 0.26% 42
2024
Q2 		$301K Sell
1,132
-125
-10% -$32.8K 0.18% 61
2024
Q1 		$340K Buy
+1,257
New +$330K 0.2% 54

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Dopkins Wealth Management's VHT Position: Q1 2026 in Review

Dopkins Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q1 2026, closing a stake of 786 shares — an estimated $226K sold.

Dopkins Wealth Management first reported a position in VHT in Q1 2024 and held it in 8 quarters. The position peaked at $340K in Q1 2024. 1,095 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Dopkins Wealth Management reported no remaining Vanguard Health Care ETF position as of Q1 2026 after selling out during the quarter.
  • Dopkins Wealth Management sold 786 Vanguard Health Care ETF shares in Q1 2026, an estimated $226K.
  • Dopkins Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2024 and held it in 8 quarters.
  • Dopkins Wealth Management's Vanguard Health Care ETF position peaked at $340K in Q1 2024.
  • 1,095 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Dopkins Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.