Johnson Financial Group Inc (Wisconsin)’s Vanguard Health Care ETF VHT Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q1	–	Sell	-200	Closed	-$54.2K	–	963
2024 Q4	$54.2K	Buy	200 +93	+87%	+$25.1K	﹤0.01%	479
2024 Q3	$30.3K	Buy	+107	New	+$29.7K	﹤0.01%	567
2021 Q2	–	Sell	-20	Closed	-$5K	–	812
2021 Q1	$5K	Buy	+20	New	+$4.59K	﹤0.01%	580

Other funds holding VHT

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

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s VHT Position: Q1 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Vanguard Health Care ETF (VHT) in Q1 2025, closing a stake of 200 shares — an estimated $54.2K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in VHT in Q1 2021 and held it in 3 quarters. The position peaked at $54.2K in Q4 2024. 1,060 funds tracked by Wall St. Rank hold VHT as of Q1 2025.

Johnson Financial Group Inc (Wisconsin) reported no remaining Vanguard Health Care ETF position as of Q1 2025 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 200 Vanguard Health Care ETF shares in Q1 2025, an estimated $54.2K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Vanguard Health Care ETF in Q1 2021 and held it in 3 quarters.
Johnson Financial Group Inc (Wisconsin)'s Vanguard Health Care ETF position peaked at $54.2K in Q4 2024.
1,060 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2025, filed 15 May 2025.