EFS
VHT icon

Essex Financial Services’s Vanguard Health Care ETF VHT Stock Holding History

Essex Financial Services’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 		$1.78M Buy
6,531
+13
+0.2% +$3.72K 0.1% 186
2025
Q4 		$1.88M Buy
6,518
+331
+5% +$92.5K 0.11% 182
2025
Q3 		$1.61M Sell
6,187
-147
-2% -$36.9K 0.1% 187
2025
Q2 		$1.57M Sell
6,334
-1,534
-19% -$379K 0.1% 182
2025
Q1 		$2.08M Buy
7,868
+5
+0.1% +$1.33K 0.15% 138
2024
Q4 		$1.99M Sell
7,863
-185
-2% -$49.8K 0.14% 137
2024
Q3 		$2.23M Sell
8,048
-238
-3% -$66.1K 0.16% 121
2024
Q2 		$2.26M Buy
8,286
+474
+6% +$124K 0.17% 114
2024
Q1 		$2.11M Buy
7,812
+1,633
+26% +$429K 0.19% 109
2023
Q4 		$1.55M Buy
6,179
+11
+0.2% +$2.6K 0.16% 130
2023
Q3 		$1.45M Sell
6,168
-256
-4% -$62.4K 0.17% 129
2023
Q2 		$1.57M Sell
6,424
-303
-5% -$73.7K 0.18% 119
2023
Q1 		$1.6M Sell
6,727
-696
-9% -$167K 0.17% 127
2022
Q4 		$1.84M Buy
7,423
+42
+0.6% +$10.2K 0.2% 110
2022
Q3 		$1.65M Hold
7,381
– – 0.2% 114
2022
Q2 		$1.74M Buy
7,381
+1,657
+29% +$399K 0.19% 114
2022
Q1 		$1.46M Buy
5,724
+255
+5% +$63K 0.14% 153
2021
Q4 		$1.46M Sell
5,469
-710
-11% -$181K 0.14% 154
2021
Q3 		$1.53M Buy
6,179
+3,477
+129% +$892K 0.17% 133
2021
Q2 		$618K Hold
2,702
– – 0.09% 209
2021
Q1 		$618K Buy
2,702
+183
+7% +$42K 0.11% 175
2020
Q4 		$564K Sell
2,519
-231
-8% -$49.4K 0.11% 175
2020
Q3 		$561K Buy
2,750
+944
+52% +$191K 0.14% 142
2020
Q2 		$348K Buy
1,806
+348
+24% +$65.3K 0.11% 178
2020
Q1 		$242K Buy
1,458
+410
+39% +$74.9K 0.09% 206
2019
Q4 		$201K Buy
+1,048
New +$188K 0.06% 256
2019
Q1 		– Sell
-3,331
Closed -$535K – 260
2018
Q4 		$535K Sell
3,331
-3,937
-54% -$667K 0.16% 124
2018
Q3 		$1.31M Sell
7,268
-1,524
-17% -$262K 0.29% 83
2018
Q2 		$1.4M Sell
8,792
-4,876
-36% -$768K 0.34% 74
2018
Q1 		$2.1M Buy
13,668
+7,024
+106% +$1.12M 0.41% 64
2017
Q4 		$1.02M Sell
6,644
-152
-2% -$23.3K 0.24% 89
2017
Q3 		$1.03M Sell
6,796
-8,172
-55% -$1.22M 0.25% 88
2017
Q2 		$2.21M Buy
14,968
+4,403
+42% +$622K 0.47% 54
2017
Q1 		$1.46M Sell
10,565
-4,180
-28% -$563K 0.33% 76
2016
Q4 		$1.87M Sell
14,745
-1,363
-8% -$174K 0.4% 68
2016
Q3 		$2.14M Sell
16,108
-615
-4% -$82.9K 0.51% 51
2016
Q2 		$2.18M Buy
16,723
+51
+0.3% +$6.54K 0.53% 50
2016
Q1 		$2.06M Sell
16,672
-1,431
-8% -$174K 0.51% 49
2015
Q4 		$2.41M Buy
18,103
+5,569
+44% +$726K 0.58% 48
2015
Q3 		$1.54M Buy
12,534
+3,415
+37% +$468K 0.4% 65
2015
Q2 		$1.28M Sell
9,119
-21
-0.2% -$2.9K 0.33% 79
2015
Q1 		$1.24M Buy
9,140
+2,751
+43% +$362K 0.32% 79
2014
Q4 		$802K Buy
6,389
+2,565
+67% +$315K 0.21% 121
2014
Q3 		$447K Buy
3,824
+489
+15% +$56K 0.13% 176
2014
Q2 		$372K Buy
+3,335
New +$357K 0.11% 199

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

Essex Financial Services's VHT Position: Q1 2026 in Review

Essex Financial Services increased its Vanguard Health Care ETF (VHT) stake by 0.2% in Q1 2026, buying an estimated $3.72K and bringing the position to 6,531 shares worth $1.78M. The position accounts for 0.1% of the portfolio, ranked #186.

Essex Financial Services first reported a position in VHT in Q2 2014 and has held it in 45 quarters since. The position peaked at $2.41M in Q4 2015. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Essex Financial Services held 6,531 shares of Vanguard Health Care ETF worth $1.78M as of Q1 2026.
  • Essex Financial Services bought 13 Vanguard Health Care ETF shares in Q1 2026, an estimated $3.72K.
  • Vanguard Health Care ETF made up 0.1% of Essex Financial Services's portfolio in Q1 2026, its #186 holding.
  • Essex Financial Services first reported a position in Vanguard Health Care ETF in Q2 2014 and has held it in 45 quarters since.
  • Essex Financial Services's Vanguard Health Care ETF position peaked at $2.41M in Q4 2015.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.