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

Dunhill 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	$65K	Sell	238 -459	-66%	-$131K	0.02%	268
2025 Q4	$201K	Sell	697 -3,675	-84%	-$1.03M	0.05%	134
2025 Q3	$1.14M	Sell	4,372 -3,563	-45%	-$894K	0.3%	39
2025 Q2	$1.97M	Buy	7,935 +2,330	+42%	+$576K	0.57%	27
2025 Q1	$1.48M	Buy	5,605 +135	+2%	+$36K	0.67%	26
2024 Q4	$1.39M	Buy	5,470 +405	+8%	+$109K	0.65%	26
2024 Q3	$1.43M	Buy	5,065 +1,576	+45%	+$438K	0.73%	21
2024 Q2	$928K	Buy	3,489 +1,185	+51%	+$311K	0.58%	25
2024 Q1	$622K	Buy	2,304 +1,911	+486%	+$502K	0.46%	30
2023 Q4	$98.6K	Buy	+393	New	+$93.1K	0.09%	71

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Dunhill Financial's VHT Position: Q1 2026 in Review

Dunhill Financial reduced its Vanguard Health Care ETF (VHT) stake by 66% in Q1 2026, selling an estimated $131K and leaving 238 shares worth $65K. The position accounts for 0.02% of the portfolio, ranked #268.

Dunhill Financial first reported a position in VHT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.97M in Q2 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Dunhill Financial held 238 shares of Vanguard Health Care ETF worth $65K as of Q1 2026.
Dunhill Financial sold 459 Vanguard Health Care ETF shares in Q1 2026, an estimated $131K.
Vanguard Health Care ETF made up 0.02% of Dunhill Financial's portfolio in Q1 2026, its #268 holding.
Dunhill Financial first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 10 quarters since.
Dunhill Financial's Vanguard Health Care ETF position peaked at $1.97M in Q2 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

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