HWM
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HB Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

HB Wealth 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 		$4.06M Sell
14,898
-609
-4% -$174K 0.03% 290
2025
Q4 		$4.46M Sell
15,507
-67
-0.4% -$18.7K 0.03% 268
2025
Q3 		$4.04M Buy
15,574
+7,917
+103% +$1.99M 0.03% 279
2025
Q2 		$1.9M Sell
7,657
-7,910
-51% -$1.95M 0.02% 389
2025
Q1 		$4.12M Buy
15,567
+4,038
+35% +$1.08M 0.03% 259
2024
Q4 		$2.93M Sell
11,529
-81
-0.7% -$21.8K 0.03% 230
2024
Q3 		$3.28M Sell
11,610
-488
-4% -$136K 0.04% 207
2024
Q2 		$3.22M Sell
12,098
-53
-0.4% -$13.9K 0.04% 196
2024
Q1 		$3.29M Buy
12,151
+9
+0.1% +$2.36K 0.04% 181
2023
Q4 		$3.04M Buy
12,142
+227
+2% +$53.8K 0.04% 175
2023
Q3 		$2.8M Sell
11,915
-84
-0.7% -$20.5K 0.05% 169
2023
Q2 		$2.94M Sell
11,999
-826
-6% -$201K 0.05% 164
2023
Q1 		$3.06M Sell
12,825
-324
-2% -$78K 0.05% 158
2022
Q4 		$3.26M Buy
13,149
+1,870
+17% +$453K 0.06% 145
2022
Q3 		$2.52M Buy
11,279
+4,049
+56% +$966K 0.05% 156
2022
Q2 		$1.7M Buy
7,230
+4
+0.1% +$964 0.03% 188
2022
Q1 		$1.84M Buy
7,226
+2,349
+48% +$580K 0.03% 192
2021
Q4 		$1.3M Buy
+4,877
New +$1.24M 0.03% 204

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

HB Wealth Management's VHT Position: Q1 2026 in Review

HB Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 3.9% in Q1 2026, selling an estimated $174K and leaving 14,898 shares worth $4.06M. The position accounts for 0.03% of the portfolio, ranked #290.

HB Wealth Management first reported a position in VHT in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.46M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • HB Wealth Management held 14,898 shares of Vanguard Health Care ETF worth $4.06M as of Q1 2026.
  • HB Wealth Management sold 609 Vanguard Health Care ETF shares in Q1 2026, an estimated $174K.
  • Vanguard Health Care ETF made up 0.03% of HB Wealth Management's portfolio in Q1 2026, its #290 holding.
  • HB Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's Vanguard Health Care ETF position peaked at $4.46M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.