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Journey Advisory Group’s Vanguard Health Care ETF VHT Stock Holding History

Journey Advisory Group’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 		$256K Sell
941
-10
-1% -$2.86K 0.02% 224
2025
Q4 		$274K Sell
951
-110
-10% -$30.7K 0.02% 232
2025
Q3 		$275K Sell
1,061
-60
-5% -$15.1K 0.02% 239
2025
Q2 		$278K Hold
1,121
– – 0.02% 249
2025
Q1 		$297K Sell
1,121
-513
-31% -$137K 0.02% 239
2024
Q4 		$435K Hold
1,634
– – 0.05% 165
2024
Q3 		$435K Hold
1,634
– – 0.05% 165
2024
Q2 		$435K Sell
1,634
-398
-20% -$104K 0.05% 165
2024
Q1 		$550K Buy
2,032
+115
+6% +$30.2K 0.07% 154
2023
Q4 		$481K Sell
1,917
-100
-5% -$23.7K 0.07% 151
2023
Q3 		$474K Hold
2,017
– – 0.07% 146
2023
Q2 		$494K Hold
2,017
– – 0.07% 150
2023
Q1 		$481K Buy
2,017
+224
+12% +$53.9K 0.08% 152
2022
Q4 		$445K Sell
1,793
-55
-3% -$13.3K 0.11% 137
2022
Q3 		$413K Buy
1,848
+50
+3% +$11.9K 0.11% 160
2022
Q2 		$437K Buy
+1,798
New +$433K 0.1% 165

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

Journey Advisory Group's VHT Position: Q1 2026 in Review

Journey Advisory Group reduced its Vanguard Health Care ETF (VHT) stake by 1.1% in Q1 2026, selling an estimated $2.86K and leaving 941 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #224.

Journey Advisory Group first reported a position in VHT in Q2 2022 and has held it in 16 quarters since. The position peaked at $550K in Q1 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Journey Advisory Group held 941 shares of Vanguard Health Care ETF worth $256K as of Q1 2026.
  • Journey Advisory Group sold 10 Vanguard Health Care ETF shares in Q1 2026, an estimated $2.86K.
  • Vanguard Health Care ETF made up 0.02% of Journey Advisory Group's portfolio in Q1 2026, its #224 holding.
  • Journey Advisory Group first reported a position in Vanguard Health Care ETF in Q2 2022 and has held it in 16 quarters since.
  • Journey Advisory Group's Vanguard Health Care ETF position peaked at $550K in Q1 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.