Hazlett, Burt & Watson’s Vanguard Health Care ETF VHT Stock Holding History

Hazlett, Burt & Watson’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	$116K	Sell	425 -10	-2%	-$2.86K	0.04%	325
2025 Q4	$125K	Buy	435 +33	+8%	+$9.22K	0.04%	312
2025 Q3	$104K	Hold	402	–	–	0.04%	312
2025 Q2	$100K	Sell	402 -264	-40%	-$65.2K	0.04%	288
2025 Q1	$176K	Buy	666 +2	+0.3%	+$533	0.08%	216
2024 Q4	$169K	Sell	664 -40	-6%	-$10.8K	0.07%	226
2024 Q3	$199K	Hold	704	–	–	0.09%	197
2024 Q2	$187K	Sell	704 -174	-20%	-$45.6K	0.1%	190
2024 Q1	$236K	Sell	878 -9	-1%	-$2.36K	0.14%	152
2023 Q4	$222K	Sell	887 -99	-10%	-$23.4K	0.15%	141
2023 Q3	$233K	Buy	986 +1	+0.1%	+$244	0.17%	127
2023 Q2	$241K	Buy	985 +25	+3%	+$6.08K	0.18%	122
2023 Q1	$229K	Buy	960 +1	+0.1%	+$241	0.19%	116
2022 Q4	$237K	Buy	959 +6	+0.6%	+$1.46K	0.21%	106
2022 Q3	$213K	Hold	953	–	–	0.21%	106
2022 Q2	$225K	Buy	953 +2	+0.2%	+$482	0.21%	107
2022 Q1	$242K	Buy	+951	New	+$235K	0.19%	111

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

Hazlett, Burt & Watson's VHT Position: Q1 2026 in Review

Hazlett, Burt & Watson reduced its Vanguard Health Care ETF (VHT) stake by 2.3% in Q1 2026, selling an estimated $2.86K and leaving 425 shares worth $116K. The position accounts for 0.04% of the portfolio, ranked #325.

Hazlett, Burt & Watson first reported a position in VHT in Q1 2022 and has held it in 17 quarters since. The position peaked at $242K in Q1 2022. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Hazlett, Burt & Watson held 425 shares of Vanguard Health Care ETF worth $116K as of Q1 2026.
Hazlett, Burt & Watson sold 10 Vanguard Health Care ETF shares in Q1 2026, an estimated $2.86K.
Vanguard Health Care ETF made up 0.04% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #325 holding.
Hazlett, Burt & Watson first reported a position in Vanguard Health Care ETF in Q1 2022 and has held it in 17 quarters since.
Hazlett, Burt & Watson's Vanguard Health Care ETF position peaked at $242K in Q1 2022.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.