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Jackson Grant Investment Advisers’s Vanguard Health Care ETF VHT Stock Holding History

Jackson Grant Investment 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 		$102K Hold
376
– – 0.03% 158
2025
Q4 		$108K Hold
376
– – 0.04% 154
2025
Q3 		$97.6K Hold
376
– – 0.03% 156
2025
Q2 		$93.4K Hold
376
– – 0.03% 149
2025
Q1 		$99.5K Hold
376
– – 0.04% 141
2024
Q4 		$95.4K Buy
+376
New +$101K 0.04% 145
2023
Q1 		– Sell
-268
Closed -$66.5K – 466
2022
Q4 		$66.5K Sell
268
-61
-19% -$14.8K 0.03% 161
2022
Q3 		$74K Buy
329
+1
+0.3% +$239 0.04% 146
2022
Q2 		$77K Hold
328
– – 0.04% 147
2022
Q1 		$83K Buy
+328
New +$81K 0.03% 159
2021
Q4 		– Sell
-328
Closed -$81K – 324
2021
Q3 		$81K Hold
328
– – 0.04% 165
2021
Q2 		$81K Hold
328
– – 0.04% 162
2021
Q1 		$75K Buy
328
+266
+429% +$61K 0.03% 167
2020
Q4 		$14K Buy
+62
New +$13.3K 0.01% 295
2019
Q4 		– Sell
-247
Closed -$41K – 224
2019
Q3 		$41K Hold
247
– – 0.02% 160
2019
Q2 		$43K Buy
247
+1
+0.4% +$169 0.03% 155
2019
Q1 		$42K Buy
246
+2
+0.8% +$339 0.03% 150
2018
Q4 		$39K Buy
244
+1
+0.4% +$169 0.03% 155
2018
Q3 		$44K Buy
243
+2
+0.8% +$344 0.03% 154
2018
Q2 		$38K Hold
241
– – 0.03% 165
2018
Q1 		$37K Hold
241
– – 0.03% 162
2017
Q4 		$37K Sell
241
-269
-53% -$41.3K 0.03% 161
2017
Q3 		$78K Buy
510
+1
+0.2% +$149 0.06% 124
2017
Q2 		$75K Buy
509
+2
+0.4% +$283 0.06% 114
2017
Q1 		$70K Hold
507
– – 0.06% 113
2016
Q4 		$64K Buy
507
+2
+0.4% +$255 0.05% 112
2016
Q3 		$67K Buy
+505
New +$68.1K 0.06% 105
2016
Q1 		– Sell
-485
Closed -$64K – 199
2015
Q4 		$64K Buy
+485
New +$63.2K 0.06% 96

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

Jackson Grant Investment Advisers's VHT Position: Q1 2026 in Review

Jackson Grant Investment Advisers held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 376 shares worth $102K. The position accounts for 0.03% of the portfolio, ranked #158.

Jackson Grant Investment Advisers first reported a position in VHT in Q4 2015 and has held it in 28 quarters since. The position peaked at $108K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Jackson Grant Investment Advisers held 376 shares of Vanguard Health Care ETF worth $102K as of Q1 2026.
  • Jackson Grant Investment Advisers left its Vanguard Health Care ETF share count unchanged in Q1 2026.
  • Vanguard Health Care ETF made up 0.03% of Jackson Grant Investment Advisers's portfolio in Q1 2026, its #158 holding.
  • Jackson Grant Investment Advisers first reported a position in Vanguard Health Care ETF in Q4 2015 and has held it in 28 quarters since.
  • Jackson Grant Investment Advisers's Vanguard Health Care ETF position peaked at $108K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2026, filed 8 May 2026.