JNBA Financial Advisors’s Vanguard Health Care ETF VHT Stock Holding History

JNBA Financial 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	-11	Closed	-$2.61K	–	676
2025 Q2	$2.61K	Buy	+11	New	+$2.72K	﹤0.01%	581

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JNBA Financial Advisors's VHT Position: Q3 2025 in Review

JNBA Financial Advisors sold out of Vanguard Health Care ETF (VHT) in Q3 2025, closing a stake of 11 shares — an estimated $2.61K sold.

JNBA Financial Advisors first reported a position in VHT in Q2 2025 and held it in 1 quarter. The position peaked at $2.61K in Q2 2025. 1,011 funds tracked by Wall St. Rank hold VHT as of Q3 2025.

JNBA Financial Advisors reported no remaining Vanguard Health Care ETF position as of Q3 2025 after selling out during the quarter.
JNBA Financial Advisors sold 11 Vanguard Health Care ETF shares in Q3 2025, an estimated $2.61K.
JNBA Financial Advisors first reported a position in Vanguard Health Care ETF in Q2 2025 and held it in 1 quarter.
JNBA Financial Advisors's Vanguard Health Care ETF position peaked at $2.61K in Q2 2025.
1,011 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2025.

Based on JNBA Financial Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.