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

Financial Services Advisory’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	$848K	Sell	3,115 -2,921	-48%	-$835K	0.4%	39
2025 Q4	$1.74M	Buy	+6,036	New	+$1.69M	0.62%	31
2021 Q4	–	Sell	-8,918	Closed	-$2.2M	–	51
2021 Q3	$2.2M	Sell	8,918 -723	-7%	-$185K	0.75%	21
2021 Q2	$2.38M	Buy	9,641 +903	+10%	+$216K	1.02%	16
2021 Q1	$2M	Sell	8,738 -941	-10%	-$216K	0.91%	17
2020 Q4	$2.17M	Sell	9,679 -129	-1%	-$27.6K	0.83%	18
2020 Q3	$2M	Sell	9,808 -8,069	-45%	-$1.63M	1.44%	9
2020 Q2	$3.44M	Sell	17,877 -662	-4%	-$124K	1.75%	16
2020 Q1	$3.08M	Buy	18,539 +4,229	+30%	+$773K	38.56%	1
2019 Q4	$2.74M	Buy	+14,310	New	+$2.57M	1.13%	23

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 Services Advisory's VHT Position: Q1 2026 in Review

Financial Services Advisory reduced its Vanguard Health Care ETF (VHT) stake by 48% in Q1 2026, selling an estimated $835K and leaving 3,115 shares worth $848K. The position accounts for 0.4% of the portfolio, ranked #39.

Financial Services Advisory first reported a position in VHT in Q4 2019 and has held it in 10 quarters since. The position peaked at $3.44M in Q2 2020. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Financial Services Advisory held 3,115 shares of Vanguard Health Care ETF worth $848K as of Q1 2026.
Financial Services Advisory sold 2,921 Vanguard Health Care ETF shares in Q1 2026, an estimated $835K.
Vanguard Health Care ETF made up 0.4% of Financial Services Advisory's portfolio in Q1 2026, its #39 holding.
Financial Services Advisory first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 10 quarters since.
Financial Services Advisory's Vanguard Health Care ETF position peaked at $3.44M in Q2 2020.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Financial Services Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.