IBEX Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

IBEX Wealth Advisors’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 Q3	–	Sell	-3,033	Closed	-$753K	–	217
2025 Q2	$753K	Buy	+3,033	New	+$750K	0.08%	130
2025 Q1	–	Sell	-3,990	Closed	-$1.01M	–	210
2024 Q4	$1.01M	Buy	+3,990	New	+$1.07M	0.12%	114
2021 Q4	–	Sell	-42	Closed	-$10K	–	417
2021 Q3	$10K	Buy	+42	New	+$10.8K	﹤0.01%	359

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IBEX Wealth Advisors's VHT Position: Q3 2025 in Review

IBEX Wealth Advisors sold out of Vanguard Health Care ETF (VHT) in Q3 2025, closing a stake of 3,033 shares — an estimated $753K sold.

IBEX Wealth Advisors first reported a position in VHT in Q3 2021 and held it in 3 quarters. The position peaked at $1.01M in Q4 2024. 1,013 funds tracked by Wall St. Rank hold VHT as of Q3 2025.

IBEX Wealth Advisors reported no remaining Vanguard Health Care ETF position as of Q3 2025 after selling out during the quarter.
IBEX Wealth Advisors sold 3,033 Vanguard Health Care ETF shares in Q3 2025, an estimated $753K.
IBEX Wealth Advisors first reported a position in Vanguard Health Care ETF in Q3 2021 and held it in 3 quarters.
IBEX Wealth Advisors's Vanguard Health Care ETF position peaked at $1.01M in Q4 2024.
1,013 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2025.

Based on IBEX Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.