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Glass Jacobson Investment Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Glass Jacobson Investment Advisors’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 		$332K Buy
1,219
+95
+8% +$27.2K 0.11% 147
2025
Q4 		$324K Sell
1,124
-286
-20% -$79.9K 0.12% 148
2025
Q3 		$366K Sell
1,410
-76
-5% -$19.1K 0.13% 135
2025
Q2 		$369K Buy
1,486
+139
+10% +$34.4K 0.14% 138
2025
Q1 		$342K Hold
1,347
– – 0.11% 184
2024
Q4 		$342K Buy
1,347
+13
+1% +$3.5K 0.11% 184
2024
Q3 		$376K Sell
1,334
-112
-8% -$31.1K 0.12% 170
2024
Q2 		$385K Buy
1,446
+27
+2% +$7.08K 0.14% 160
2024
Q1 		$384K Sell
1,419
-25
-2% -$6.57K 0.14% 156
2023
Q4 		$362K Buy
1,444
+233
+19% +$55.2K 0.15% 154
2023
Q3 		$285K Buy
1,211
+41
+4% +$9.99K 0.13% 167
2023
Q2 		$286K Buy
+1,170
New +$285K 0.13% 168
2022
Q4 		$233K Buy
+940
New +$228K 0.12% 188

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

Glass Jacobson Investment Advisors's VHT Position: Q1 2026 in Review

Glass Jacobson Investment Advisors increased its Vanguard Health Care ETF (VHT) stake by 8.5% in Q1 2026, buying an estimated $27.2K and bringing the position to 1,219 shares worth $332K. The position accounts for 0.11% of the portfolio, ranked #147.

Glass Jacobson Investment Advisors first reported a position in VHT in Q4 2022 and has held it in 13 quarters since. The position peaked at $385K in Q2 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Glass Jacobson Investment Advisors held 1,219 shares of Vanguard Health Care ETF worth $332K as of Q1 2026.
  • Glass Jacobson Investment Advisors bought 95 Vanguard Health Care ETF shares in Q1 2026, an estimated $27.2K.
  • Vanguard Health Care ETF made up 0.11% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #147 holding.
  • Glass Jacobson Investment Advisors first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 13 quarters since.
  • Glass Jacobson Investment Advisors's Vanguard Health Care ETF position peaked at $385K in Q2 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.