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

Hopwood 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
Q4 		– Sell
-225
Closed -$58.4K – 289
2025
Q3 		$58.4K Buy
+225
New +$56.4K 0.04% 143

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Hopwood Financial Services's VHT Position: Q4 2025 in Review

Hopwood Financial Services sold out of Vanguard Health Care ETF (VHT) in Q4 2025, closing a stake of 225 shares — an estimated $58.4K sold.

Hopwood Financial Services first reported a position in VHT in Q3 2025 and held it in 1 quarter. The position peaked at $58.4K in Q3 2025. 1,136 funds tracked by Wall St. Rank hold VHT as of Q4 2025.

  • Hopwood Financial Services reported no remaining Vanguard Health Care ETF position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 225 Vanguard Health Care ETF shares in Q4 2025, an estimated $58.4K.
  • Hopwood Financial Services first reported a position in Vanguard Health Care ETF in Q3 2025 and held it in 1 quarter.
  • Hopwood Financial Services's Vanguard Health Care ETF position peaked at $58.4K in Q3 2025.
  • 1,136 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.