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

EPG 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 		$123K Buy
453
+1
+0.2% +$286 0.03% 195
2025
Q4 		$130K Sell
452
-59
-12% -$16.5K 0.04% 196
2025
Q3 		$133K Buy
511
+1
+0.2% +$251 0.04% 192
2025
Q2 		$127K Sell
510
-97
-16% -$24K 0.04% 193
2025
Q1 		$161K Buy
607
+2
+0.3% +$533 0.04% 237
2024
Q4 		$154K Sell
605
-5
-0.8% -$1.35K 0.04% 244
2024
Q3 		$172K Buy
+610
New +$169K 0.04% 243
2024
Q2 		– Sell
-1,157
Closed -$303K – 215
2024
Q1 		$313K Buy
1,157
+27
+2% +$7.09K 0.08% 212
2023
Q4 		$295K Sell
1,130
-6
-0.5% -$1.42K 0.08% 207
2023
Q3 		$267K Buy
1,136
+1
+0.1% +$244 0.08% 203
2023
Q2 		$278K Sell
1,135
-1
-0.1% -$243 0.08% 198
2023
Q1 		$271K Buy
1,136
+2
+0.2% +$481 0.09% 194
2022
Q4 		$281K Hold
1,134
– – 0.11% 168
2022
Q3 		$254K Sell
1,134
-2
-0.2% -$477 0.1% 174
2022
Q2 		$268K Buy
1,136
+2
+0.2% +$482 0.11% 169
2022
Q1 		$289K Buy
1,134
+223
+24% +$55.1K 0.1% 178
2021
Q4 		$243K Buy
911
+2
+0.2% +$510 0.09% 202
2021
Q3 		$225K Hold
909
– – 0.09% 194
2021
Q2 		$225K Buy
909
+1
+0.1% +$239 0.1% 188
2021
Q1 		$208K Buy
908
+1
+0.1% +$229 0.1% 183
2020
Q4 		$203K Buy
+907
New +$194K 0.12% 150
2020
Q2 		– Sell
-902
Closed -$150K – 742
2020
Q1 		$150K Buy
902
+1
+0.1% +$183 0.11% 145
2019
Q4 		$173K Buy
+901
New +$162K 0.13% 110

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

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

EPG Wealth Management increased its Vanguard Health Care ETF (VHT) stake by 0.22% in Q1 2026, buying an estimated $286 and bringing the position to 453 shares worth $123K. The position accounts for 0.03% of the portfolio, ranked #195.

EPG Wealth Management first reported a position in VHT in Q4 2019 and has held it in 23 quarters since. The position peaked at $313K in Q1 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • EPG Wealth Management held 453 shares of Vanguard Health Care ETF worth $123K as of Q1 2026.
  • EPG Wealth Management bought 1 Vanguard Health Care ETF share in Q1 2026, an estimated $286.
  • Vanguard Health Care ETF made up 0.03% of EPG Wealth Management's portfolio in Q1 2026, its #195 holding.
  • EPG Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 23 quarters since.
  • EPG Wealth Management's Vanguard Health Care ETF position peaked at $313K in Q1 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.