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Evoke Wealth’s Vanguard Health Care ETF VHT Stock Holding History

Evoke Wealth’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 		$2.78M Hold
10,200
– – 0.05% 145
2025
Q4 		$2.94M Buy
10,200
+1,765
+21% +$493K 0.05% 134
2025
Q3 		$2.19M Hold
8,435
– – 0.04% 158
2025
Q2 		$2.09M Sell
8,435
-842
-9% -$208K 0.05% 142
2025
Q1 		$2.46M Hold
9,277
– – 0.06% 120
2024
Q4 		$2.35M Hold
9,277
– – 0.07% 115
2024
Q3 		$2.63M Buy
+9,277
New +$2.58M 0.07% 103
2024
Q2 		– Sell
-9,277
Closed -$2.51M – 378
2024
Q1 		$2.51M Buy
9,277
+2,481
+37% +$652K 0.07% 97
2023
Q4 		$1.7M Sell
6,796
-6,787
-50% -$1.61M 2.76% 6
2023
Q3 		$3.2M Sell
13,583
-1,159
-8% -$283K 0.11% 89
2023
Q2 		$3.62M Hold
14,742
– – 0.13% 80
2023
Q1 		$3.52M Sell
14,742
-2,900
-16% -$698K 0.13% 82
2022
Q4 		$4.38M Sell
17,642
-6,306
-26% -$1.53M 0.16% 70
2022
Q3 		$5.38M Buy
23,948
+5,650
+31% +$1.35M 0.22% 50
2022
Q2 		$4.31M Hold
18,298
– – 0.16% 68
2022
Q1 		$4.66M Buy
18,298
+3,367
+23% +$832K 0.15% 74
2021
Q4 		$3.98M Sell
14,931
-103
-0.7% -$26.3K 0.13% 86
2021
Q3 		$3.73M Buy
15,034
+32
+0.2% +$8.21K 0.14% 84
2021
Q2 		$3.71M Buy
15,002
+12,133
+423% +$2.9M 0.14% 86
2021
Q1 		$656K Buy
2,869
+1,080
+60% +$248K 0.03% 187
2020
Q4 		$400K Hold
1,789
– – 0.03% 167
2020
Q3 		$365K Hold
1,789
– – 0.03% 156
2020
Q2 		$345K Hold
1,789
– – 0.03% 143
2020
Q1 		$297K Buy
+1,789
New +$327K 0.04% 140
2019
Q4 		– Sell
-1,715
Closed -$289K – 1470
2019
Q3 		$289K Buy
+1,715
New +$294K 0.04% 207

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

Evoke Wealth's VHT Position: Q1 2026 in Review

Evoke Wealth held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 10,200 shares worth $2.78M. The position accounts for 0.05% of the portfolio, ranked #145.

Evoke Wealth first reported a position in VHT in Q3 2019 and has held it in 25 quarters since. The position peaked at $5.38M in Q3 2022. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Evoke Wealth held 10,200 shares of Vanguard Health Care ETF worth $2.78M as of Q1 2026.
  • Evoke Wealth left its Vanguard Health Care ETF share count unchanged in Q1 2026.
  • Vanguard Health Care ETF made up 0.05% of Evoke Wealth's portfolio in Q1 2026, its #145 holding.
  • Evoke Wealth first reported a position in Vanguard Health Care ETF in Q3 2019 and has held it in 25 quarters since.
  • Evoke Wealth's Vanguard Health Care ETF position peaked at $5.38M in Q3 2022.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.