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Evanson Asset Management’s Vanguard Health Care ETF VHT Stock Holding History

Evanson Asset 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 		$278K Sell
1,020
-44
-4% -$12.6K 0.01% 265
2025
Q4 		$306K Buy
1,064
+3
+0.3% +$838 0.02% 257
2025
Q3 		$275K Buy
1,061
+18
+2% +$4.52K 0.02% 270
2025
Q2 		$259K Sell
1,043
-39
-4% -$9.64K 0.02% 283
2025
Q1 		$286K Buy
1,082
+13
+1% +$3.46K 0.02% 245
2024
Q4 		$271K Buy
1,069
+284
+36% +$76.5K 0.02% 257
2024
Q3 		$222K Buy
785
+1
+0.1% +$278 0.02% 287
2024
Q2 		$209K Hold
784
– – 0.02% 280
2024
Q1 		$212K Buy
+784
New +$206K 0.02% 286
2023
Q3 		– Sell
-824
Closed -$202K – 298
2023
Q2 		$202K Sell
824
-264
-24% -$64.2K 0.02% 266
2023
Q1 		$260K Buy
1,088
+2
+0.2% +$481 0.03% 228
2022
Q4 		$269K Buy
1,086
+4
+0.4% +$970 0.03% 219
2022
Q3 		$242K Buy
1,082
+70
+7% +$16.7K 0.03% 228
2022
Q2 		$238K Sell
1,012
-698
-41% -$168K 0.03% 233
2022
Q1 		$435K Buy
1,710
+702
+70% +$173K 0.04% 191
2021
Q4 		$269K Buy
1,008
+4
+0.4% +$1.02K 0.02% 245
2021
Q3 		$249K Hold
1,004
– – 0.03% 242
2021
Q2 		$248K Buy
+1,004
New +$240K 0.03% 237

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

Evanson Asset Management's VHT Position: Q1 2026 in Review

Evanson Asset Management reduced its Vanguard Health Care ETF (VHT) stake by 4.1% in Q1 2026, selling an estimated $12.6K and leaving 1,020 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #265.

Evanson Asset Management first reported a position in VHT in Q2 2021 and has held it in 18 quarters since. The position peaked at $435K in Q1 2022. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Evanson Asset Management held 1,020 shares of Vanguard Health Care ETF worth $278K as of Q1 2026.
  • Evanson Asset Management sold 44 Vanguard Health Care ETF shares in Q1 2026, an estimated $12.6K.
  • Vanguard Health Care ETF made up 0.01% of Evanson Asset Management's portfolio in Q1 2026, its #265 holding.
  • Evanson Asset Management first reported a position in Vanguard Health Care ETF in Q2 2021 and has held it in 18 quarters since.
  • Evanson Asset Management's Vanguard Health Care ETF position peaked at $435K in Q1 2022.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.