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Harmony Asset Management’s Vanguard Health Care ETF VHT Stock Holding History

Harmony Asset 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 		$311K Sell
1,143
-32
-3% -$9.15K 0.1% 152
2025
Q4 		$338K Hold
1,175
– – 0.11% 136
2025
Q3 		$305K Hold
1,175
– – 0.11% 138
2025
Q2 		$292K Hold
1,175
– – 0.11% 140
2025
Q1 		$311K Buy
1,175
+100
+9% +$26.6K 0.13% 132
2024
Q4 		$273K Buy
+1,075
New +$290K 0.11% 143

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

Harmony Asset Management's VHT Position: Q1 2026 in Review

Harmony Asset Management reduced its Vanguard Health Care ETF (VHT) stake by 2.7% in Q1 2026, selling an estimated $9.15K and leaving 1,143 shares worth $311K. The position accounts for 0.1% of the portfolio, ranked #152.

Harmony Asset Management first reported a position in VHT in Q4 2024 and has held it in 6 quarters since. The position peaked at $338K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Harmony Asset Management held 1,143 shares of Vanguard Health Care ETF worth $311K as of Q1 2026.
  • Harmony Asset Management sold 32 Vanguard Health Care ETF shares in Q1 2026, an estimated $9.15K.
  • Vanguard Health Care ETF made up 0.1% of Harmony Asset Management's portfolio in Q1 2026, its #152 holding.
  • Harmony Asset Management first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 6 quarters since.
  • Harmony Asset Management's Vanguard Health Care ETF position peaked at $338K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Harmony Asset Management's 13F filing for Q1 2026, filed 5 May 2026.