First Wilshire Securities Management’s Vanguard Health Care ETF VHT Stock Holding History

First Wilshire Securities 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	$831K	Hold	3,050	–	–	0.19%	49
2025 Q4	$878K	Hold	3,050	–	–	0.22%	47
2025 Q3	$792K	Hold	3,050	–	–	0.21%	48
2025 Q2	$757K	Hold	3,050	–	–	0.21%	48
2025 Q1	$807K	Hold	3,050	–	–	0.23%	41
2024 Q4	$774K	Hold	3,050	–	–	0.21%	44
2024 Q3	$861K	Hold	3,050	–	–	0.24%	38
2024 Q2	$811K	Hold	3,050	–	–	0.25%	41
2024 Q1	$825K	Hold	3,050	–	–	0.24%	41
2023 Q4	$765K	Hold	3,050	–	–	0.25%	43
2023 Q3	$717K	Hold	3,050	–	–	0.25%	45
2023 Q2	$747K	Hold	3,050	–	–	0.26%	43
2023 Q1	$727K	Hold	3,050	–	–	0.25%	40
2022 Q4	$757K	Hold	3,050	–	–	0.26%	35
2022 Q3	$682K	Hold	3,050	–	–	0.28%	38
2022 Q2	$718K	Hold	3,050	–	–	0.27%	37
2022 Q1	$776K	Hold	3,050	–	–	0.27%	34
2021 Q4	$813K	Hold	3,050	–	–	0.25%	33
2021 Q3	$754K	Hold	3,050	–	–	0.25%	37
2021 Q2	$754K	Hold	3,050	–	–	0.26%	35
2021 Q1	$698K	Hold	3,050	–	–	0.26%	36
2020 Q4	$682K	Hold	3,050	–	–	0.27%	37
2020 Q3	$622K	Hold	3,050	–	–	0.3%	37
2020 Q2	$588K	Hold	3,050	–	–	0.27%	39
2020 Q1	$507K	Hold	3,050	–	–	0.29%	45
2019 Q4	$585K	Buy	3,050 +958	+46%	+$172K	0.22%	59
2019 Q3	$351K	Hold	2,092	–	–	0.13%	76
2019 Q2	$364K	Hold	2,092	–	–	0.14%	85
2019 Q1	$361K	Hold	2,092	–	–	0.12%	92
2018 Q4	$336K	Hold	2,092	–	–	0.13%	93
2018 Q3	$377K	Sell	2,092 -100	-5%	-$17.2K	0.11%	93
2018 Q2	$349K	Hold	2,192	–	–	0.1%	92
2018 Q1	$337K	Hold	2,192	–	–	0.09%	95
2017 Q4	$338K	Sell	2,192 -258	-11%	-$39.6K	0.09%	93
2017 Q3	$373K	Buy	2,450 +250	+11%	+$37.3K	0.11%	91
2017 Q2	$324K	Hold	2,200	–	–	0.09%	92
2017 Q1	$303K	Hold	2,200	–	–	0.09%	94
2016 Q4	$279K	Sell	2,200 -400	-15%	-$51.1K	0.08%	94
2016 Q3	$346K	Hold	2,600	–	–	0.1%	95
2016 Q2	$339K	Hold	2,600	–	–	0.11%	94
2016 Q1	$321K	Hold	2,600	–	–	0.11%	94
2015 Q4	$345K	Sell	2,600 -375	-13%	-$48.9K	0.1%	94
2015 Q3	$365K	Sell	2,975 -300	-9%	-$41.1K	0.1%	93
2015 Q2	$458K	Hold	3,275	–	–	0.1%	86
2015 Q1	$444K	Buy	3,275 +750	+30%	+$98.8K	0.09%	90
2014 Q4	$317K	Buy	+2,525	New	+$310K	0.06%	107

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

First Wilshire Securities Management's VHT Position: Q1 2026 in Review

First Wilshire Securities Management held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 3,050 shares worth $831K. The position accounts for 0.19% of the portfolio, ranked #49.

First Wilshire Securities Management first reported a position in VHT in Q4 2014 and has held it in 46 quarters since. The position peaked at $878K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

First Wilshire Securities Management held 3,050 shares of Vanguard Health Care ETF worth $831K as of Q1 2026.
First Wilshire Securities Management left its Vanguard Health Care ETF share count unchanged in Q1 2026.
Vanguard Health Care ETF made up 0.19% of First Wilshire Securities Management's portfolio in Q1 2026, its #49 holding.
First Wilshire Securities Management first reported a position in Vanguard Health Care ETF in Q4 2014 and has held it in 46 quarters since.
First Wilshire Securities Management's Vanguard Health Care ETF position peaked at $878K in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on First Wilshire Securities Management's 13F filing for Q1 2026, filed 12 May 2026.