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Financial Perspectives’s Vanguard Health Care ETF VHT Stock Holding History

Financial Perspectives’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 		$904K Buy
3,320
+1
+0% +$286 0.25% 61
2025
Q4 		$955K Buy
3,319
+3
+0.1% +$838 0.26% 59
2025
Q3 		$861K Buy
3,316
+3
+0.1% +$753 0.24% 61
2025
Q2 		$823K Buy
3,313
+2
+0.1% +$494 0.25% 59
2025
Q1 		$877K Buy
3,311
+58
+2% +$15.5K 0.3% 51
2024
Q4 		$825K Buy
3,253
+128
+4% +$34.5K 0.28% 53
2024
Q3 		$882K Buy
3,125
+203
+7% +$56.4K 0.31% 53
2024
Q2 		$777K Buy
2,922
+342
+13% +$89.7K 0.29% 54
2024
Q1 		$698K Buy
2,580
+291
+13% +$76.4K 0.26% 56
2023
Q4 		$574K Hold
2,289
– – 0.23% 60
2023
Q3 		$538K Hold
2,289
– – 0.25% 63
2023
Q2 		$560K Hold
2,289
– – 0.25% 61
2023
Q1 		$546K Hold
2,289
– – 0.26% 59
2022
Q4 		$568K Hold
2,289
– – 0.29% 57
2022
Q3 		$512K Buy
2,289
+4
+0.2% +$955 0.29% 53
2022
Q2 		$538K Hold
2,285
– – 0.3% 50
2022
Q1 		$581K Buy
2,285
+11
+0.5% +$2.72K 0.27% 55
2021
Q4 		$606K Buy
2,274
+2
+0.1% +$510 0.29% 52
2021
Q3 		$562K Hold
2,272
– – 0.28% 57
2021
Q2 		$562K Sell
2,272
-517,157
-100% -$124M 0.27% 62
2021
Q1 		$2.27M Buy
519,429
+517,160
+22,792% +$119M 0.11% 139
2020
Q4 		$508K Buy
2,269
+493
+28% +$105K 0.29% 58
2020
Q3 		$362K Hold
1,776
– – 0.24% 59
2020
Q2 		$342K Buy
1,776
+1
+0.1% +$188 0.24% 60
2020
Q1 		$295K Buy
1,775
+1,004
+130% +$183K 0.24% 55
2019
Q4 		$148K Buy
+771
New +$138K 0.1% 98

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

Financial Perspectives's VHT Position: Q1 2026 in Review

Financial Perspectives increased its Vanguard Health Care ETF (VHT) stake by 0.03% in Q1 2026, buying an estimated $286 and bringing the position to 3,320 shares worth $904K. The position accounts for 0.25% of the portfolio, ranked #61.

Financial Perspectives first reported a position in VHT in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.27M in Q1 2021. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Financial Perspectives held 3,320 shares of Vanguard Health Care ETF worth $904K as of Q1 2026.
  • Financial Perspectives bought 1 Vanguard Health Care ETF share in Q1 2026, an estimated $286.
  • Vanguard Health Care ETF made up 0.25% of Financial Perspectives's portfolio in Q1 2026, its #61 holding.
  • Financial Perspectives first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 26 quarters since.
  • Financial Perspectives's Vanguard Health Care ETF position peaked at $2.27M in Q1 2021.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.