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Heritage Financial Services’s Vanguard Health Care ETF VHT Stock Holding History

Heritage Financial Services’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
2025
Q1 		– Sell
-1,002
Closed -$254K – 131
2024
Q4 		$254K Buy
+1,002
New +$270K 0.03% 97

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PCH
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Wells Fargo
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HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Heritage Financial Services's VHT Position: Q1 2025 in Review

Heritage Financial Services sold out of Vanguard Health Care ETF (VHT) in Q1 2025, closing a stake of 1,002 shares — an estimated $254K sold.

Heritage Financial Services first reported a position in VHT in Q4 2024 and held it in 1 quarter. The position peaked at $254K in Q4 2024. 1,060 funds tracked by Wall St. Rank hold VHT as of Q1 2025.

  • Heritage Financial Services reported no remaining Vanguard Health Care ETF position as of Q1 2025 after selling out during the quarter.
  • Heritage Financial Services sold 1,002 Vanguard Health Care ETF shares in Q1 2025, an estimated $254K.
  • Heritage Financial Services first reported a position in Vanguard Health Care ETF in Q4 2024 and held it in 1 quarter.
  • Heritage Financial Services's Vanguard Health Care ETF position peaked at $254K in Q4 2024.
  • 1,060 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2025.

Based on Heritage Financial Services's 13F filing for Q1 2025, filed 14 May 2025.