Joel Isaacson & Co’s Vanguard Health Care ETF VHT Stock Holding History

Joel Isaacson & Co’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	$395K	Buy	1,452 +4	+0.3%	+$1.14K	0.01%	317
2025 Q4	$417K	Buy	1,448 +48	+3%	+$13.4K	0.01%	311
2025 Q3	$364K	Buy	1,400 +3	+0.2%	+$753	0.01%	314
2025 Q2	$347K	Buy	1,397 +3	+0.2%	+$741	0.01%	306
2025 Q1	$369K	Buy	1,394 +2	+0.1%	+$533	0.02%	281
2024 Q4	$353K	Buy	+1,392	New	+$375K	0.02%	274

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

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Joel Isaacson & Co's VHT Position: Q1 2026 in Review

Joel Isaacson & Co increased its Vanguard Health Care ETF (VHT) stake by 0.28% in Q1 2026, buying an estimated $1.14K and bringing the position to 1,452 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #317.

Joel Isaacson & Co first reported a position in VHT in Q4 2024 and has held it in 6 quarters since. The position peaked at $417K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Joel Isaacson & Co held 1,452 shares of Vanguard Health Care ETF worth $395K as of Q1 2026.
Joel Isaacson & Co bought 4 Vanguard Health Care ETF shares in Q1 2026, an estimated $1.14K.
Vanguard Health Care ETF made up 0.01% of Joel Isaacson & Co's portfolio in Q1 2026, its #317 holding.
Joel Isaacson & Co first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 6 quarters since.
Joel Isaacson & Co's Vanguard Health Care ETF position peaked at $417K in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.