Hershey Financial Advisers’s Vanguard Health Care ETF VHT Stock Holding History

Hershey Financial Advisers’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	$1.62M	Sell	5,939 -560	-9%	-$160K	1.4%	25
2025 Q4	$1.87M	Buy	6,499 +1,609	+33%	+$450K	1.58%	13
2025 Q3	$1.27M	Buy	4,890 +116	+2%	+$29.1K	1.09%	38
2025 Q2	$1.19M	Buy	+4,774	New	+$1.18M	1.06%	39
2024 Q4	$1.07M	Buy	+4,237	New	+$1.14M	0.95%	42
2024 Q2	$1.6M	Buy	+6,025	New	+$1.58M	1.44%	16

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

Hershey Financial Advisers's VHT Position: Q1 2026 in Review

Hershey Financial Advisers reduced its Vanguard Health Care ETF (VHT) stake by 8.6% in Q1 2026, selling an estimated $160K and leaving 5,939 shares worth $1.62M. The position accounts for 1.4% of the portfolio, ranked #25.

Hershey Financial Advisers first reported a position in VHT in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.87M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Hershey Financial Advisers held 5,939 shares of Vanguard Health Care ETF worth $1.62M as of Q1 2026.
Hershey Financial Advisers sold 560 Vanguard Health Care ETF shares in Q1 2026, an estimated $160K.
Vanguard Health Care ETF made up 1.4% of Hershey Financial Advisers's portfolio in Q1 2026, its #25 holding.
Hershey Financial Advisers first reported a position in Vanguard Health Care ETF in Q2 2024 and has held it in 6 quarters since.
Hershey Financial Advisers's Vanguard Health Care ETF position peaked at $1.87M in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.