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

Empirical 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	-728	Closed	-$210K	–	1046
2025 Q4	$210K	Buy	+728	New	+$203K	﹤0.01%	848
2023 Q2	–	Sell	-3,403	Closed	-$811K	–	513
2023 Q1	$811K	Buy	+3,403	New	+$819K	0.04%	252
2022 Q3	–	Sell	-1,009	Closed	-$238K	–	486
2022 Q2	$238K	Hold	1,009	–	–	0.01%	416
2022 Q1	$257K	Sell	1,009 -108	-10%	-$26.7K	0.01%	430
2021 Q4	$297K	Sell	1,117 -341	-23%	-$87K	0.01%	426
2021 Q3	$360K	Sell	1,458 -179	-11%	-$45.9K	0.02%	356
2021 Q2	$405K	Buy	1,637 +40	+3%	+$9.56K	0.02%	328
2021 Q1	$365K	Buy	+1,597	New	+$366K	0.03%	295
2020 Q3	–	Sell	-1,585	Closed	-$305K	–	365
2020 Q2	$305K	Sell	1,585 -582	-27%	-$109K	0.03%	277
2020 Q1	$360K	Buy	2,167 +1,006	+87%	+$184K	0.04%	227
2019 Q4	$223K	Buy	+1,161	New	+$208K	0.02%	296
2019 Q3	–	Sell	-1,157	Closed	-$201K	–	303
2019 Q2	$201K	Buy	+1,157	New	+$195K	0.03%	252

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

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

Empirical Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q1 2026, closing a stake of 728 shares — an estimated $210K sold.

Empirical Wealth Management first reported a position in VHT in Q2 2019 and held it in 12 quarters. The position peaked at $811K in Q1 2023. 1,086 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Empirical Wealth Management reported no remaining Vanguard Health Care ETF position as of Q1 2026 after selling out during the quarter.
Empirical Wealth Management sold 728 Vanguard Health Care ETF shares in Q1 2026, an estimated $210K.
Empirical Wealth Management first reported a position in Vanguard Health Care ETF in Q2 2019 and held it in 12 quarters.
Empirical Wealth Management's Vanguard Health Care ETF position peaked at $811K in Q1 2023.
1,086 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Empirical Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.