Focus Partners Wealth
VHT icon

Focus Partners Wealth’s Vanguard Health Care ETF VHT Stock Holding History

Focus Partners 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 		$38.1M Buy
140,010
+3,333
+2% +$953K 0.04% 347
2025
Q4 		$39.3M Buy
136,677
+73,530
+116% +$20.5M 0.04% 343
2025
Q3 		$16.4M Sell
63,147
-2,475
-4% -$621K 0.03% 438
2025
Q2 		$16.3M Sell
65,622
-5,955
-8% -$1.47M 0.04% 406
2025
Q1 		$18.9M Sell
71,577
-6,001
-8% -$1.6M 0.05% 337
2024
Q4 		$19.7M Buy
77,578
+68,411
+746% +$18.4M 0.05% 326
2024
Q3 		$2.59M Sell
9,167
-36,513
-80% -$10.1M 0.01% 720
2024
Q2 		$12.2M Buy
45,680
+40,120
+722% +$10.5M 0.04% 337
2024
Q1 		$1.5M Buy
5,560
+2,908
+110% +$764K 0.01% 528
2023
Q4 		$665K Buy
+2,652
New +$628K 0.01% 526

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 $564B 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 $16.5B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $528B AUM 27.57% 1-Year Est. Return