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HUB Investment Partners’s Vanguard Health Care ETF VHT Stock Holding History

HUB Investment Partners’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 		$248K Sell
909
-1,341
-60% -$383K 0.01% 906
2025
Q4 		$648K Buy
2,250
+1,348
+149% +$377K 0.02% 414
2025
Q3 		$234K Buy
902
+45
+5% +$11.3K 0.01% 639
2025
Q2 		$213K Hold
857
– – 0.01% 611
2025
Q1 		$227K Buy
+857
New +$228K 0.01% 521
2024
Q4 		– Sell
-963
Closed -$272K – 652
2024
Q3 		$272K Buy
963
+200
+26% +$55.6K 0.01% 407
2024
Q2 		$203K Hold
763
– – 0.01% 441
2024
Q1 		$206K Sell
763
-41
-5% -$10.8K 0.01% 429
2023
Q4 		$202K Buy
+804
New +$190K 0.01% 377

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

HUB Investment Partners's VHT Position: Q1 2026 in Review

HUB Investment Partners reduced its Vanguard Health Care ETF (VHT) stake by 60% in Q1 2026, selling an estimated $383K and leaving 909 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #906.

HUB Investment Partners first reported a position in VHT in Q4 2023 and has held it in 9 quarters since. The position peaked at $648K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • HUB Investment Partners held 909 shares of Vanguard Health Care ETF worth $248K as of Q1 2026.
  • HUB Investment Partners sold 1,341 Vanguard Health Care ETF shares in Q1 2026, an estimated $383K.
  • Vanguard Health Care ETF made up 0.01% of HUB Investment Partners's portfolio in Q1 2026, its #906 holding.
  • HUB Investment Partners first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 9 quarters since.
  • HUB Investment Partners's Vanguard Health Care ETF position peaked at $648K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.