JC
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JB Capital’s Vanguard Health Care ETF VHT Stock Holding History

JB Capital’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 		– Sell
-928
Closed -$267K – 275
2025
Q4 		$267K Sell
928
-49
-5% -$13.7K 0.01% 222
2025
Q3 		$254K Sell
977
-181
-16% -$45.4K 0.01% 220
2025
Q2 		$288K Sell
1,158
-41
-3% -$10.1K 0.01% 201
2025
Q1 		$317K Buy
1,199
+132
+12% +$35.2K 0.02% 179
2024
Q4 		$271K Sell
1,067
-27
-2% -$7.27K 0.02% 191
2024
Q3 		$309K Sell
1,094
-4
-0.4% -$1.11K 0.02% 181
2024
Q2 		$292K Hold
1,098
– – 0.02% 192
2024
Q1 		$297K Buy
1,098
+2
+0.2% +$525 0.02% 185
2023
Q4 		$275K Buy
1,096
+5
+0.5% +$1.18K 0.02% 172
2023
Q3 		$256K Sell
1,091
-218
-17% -$53.1K 0.02% 159
2023
Q2 		$320K Buy
1,309
+263
+25% +$64K 0.03% 134
2023
Q1 		$249K Sell
1,046
-8
-0.8% -$1.93K 0.02% 148
2022
Q4 		$262K Buy
1,054
+5
+0.5% +$1.21K 0.03% 149
2022
Q3 		$235K Buy
1,049
+11
+1% +$2.63K 0.03% 145
2022
Q2 		$245K Buy
1,038
+1
+0.1% +$241 0.03% 209
2022
Q1 		$264K Sell
1,037
-46
-4% -$11.4K 0.03% 210
2021
Q4 		$289K Sell
1,083
-11
-1% -$2.81K 0.03% 214
2021
Q3 		$270K Buy
+1,094
New +$281K 0.03% 255

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

JB Capital's VHT Position: Q1 2026 in Review

JB Capital sold out of Vanguard Health Care ETF (VHT) in Q1 2026, closing a stake of 928 shares — an estimated $267K sold.

JB Capital first reported a position in VHT in Q3 2021 and held it in 18 quarters. The position peaked at $320K in Q2 2023. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • JB Capital reported no remaining Vanguard Health Care ETF position as of Q1 2026 after selling out during the quarter.
  • JB Capital sold 928 Vanguard Health Care ETF shares in Q1 2026, an estimated $267K.
  • JB Capital first reported a position in Vanguard Health Care ETF in Q3 2021 and held it in 18 quarters.
  • JB Capital's Vanguard Health Care ETF position peaked at $320K in Q2 2023.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.