Financial Freedom LLC’s Vanguard Health Care ETF VHT Stock Holding History

Financial Freedom LLC’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	$2.59M	Buy	9,514 +71	+0.8%	+$20.3K	1.29%	22
2025 Q4	$2.72M	Buy	9,443 +209	+2%	+$58.4K	1.35%	21
2025 Q3	$2.4M	Sell	9,234 -672	-7%	-$169K	1.19%	26
2025 Q2	$2.46M	Sell	9,906 -700	-7%	-$173K	1.33%	20
2025 Q1	$2.81M	Sell	10,606 -478	-4%	-$127K	1.61%	18
2024 Q4	$2.81M	Buy	11,084 +89	+0.8%	+$24K	1.48%	19
2024 Q3	$3.1M	Sell	10,995 -49	-0.4%	-$13.6K	1.64%	17
2024 Q2	$2.94M	Buy	11,044 +1,080	+11%	+$283K	1.67%	15
2024 Q1	$2.7M	Sell	9,964 -181	-2%	-$47.5K	1.6%	17
2023 Q4	$2.54M	Sell	10,145 -437	-4%	-$103K	1.62%	16
2023 Q3	$2.49M	Sell	10,582 -194	-2%	-$47.3K	1.76%	15
2023 Q2	$2.64M	Buy	10,776 +693	+7%	+$169K	1.85%	15
2023 Q1	$2.4M	Sell	10,083 -5	-0%	-$1.2K	1.75%	15
2022 Q4	$2.5M	Buy	+10,088	New	+$2.45M	1.68%	13

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

Financial Freedom LLC's VHT Position: Q1 2026 in Review

Financial Freedom LLC increased its Vanguard Health Care ETF (VHT) stake by 0.75% in Q1 2026, buying an estimated $20.3K and bringing the position to 9,514 shares worth $2.59M. The position accounts for 1.29% of the portfolio, ranked #22.

Financial Freedom LLC first reported a position in VHT in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.1M in Q3 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Financial Freedom LLC held 9,514 shares of Vanguard Health Care ETF worth $2.59M as of Q1 2026.
Financial Freedom LLC bought 71 Vanguard Health Care ETF shares in Q1 2026, an estimated $20.3K.
Vanguard Health Care ETF made up 1.29% of Financial Freedom LLC's portfolio in Q1 2026, its #22 holding.
Financial Freedom LLC first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's Vanguard Health Care ETF position peaked at $3.1M in Q3 2024.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.