Keeler & Nadler Financial Planning & Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Keeler & Nadler Financial Planning & Wealth Management’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 Q4	–	Sell	-972	Closed	-$252K	–	82
2025 Q3	$252K	Buy	972 +5	+0.5%	+$1.25K	0.09%	69
2025 Q2	$240K	Buy	967 +3	+0.3%	+$741	0.1%	66
2025 Q1	$253K	Buy	964 +4	+0.4%	+$1.07K	0.11%	61
2024 Q4	$244K	Sell	960 -57	-6%	-$15.4K	0.11%	61
2024 Q3	$287K	Buy	1,017 +3	+0.3%	+$833	0.14%	54
2024 Q2	$270K	Sell	1,014 -34	-3%	-$8.91K	0.15%	52
2024 Q1	$284K	Buy	1,048 +3	+0.3%	+$788	0.17%	52
2023 Q4	$262K	Buy	+1,045	New	+$247K	0.19%	48
2022 Q4	$256K	Buy	+1,030	New	+$250K	0.23%	41
2021 Q4	$284K	Buy	+1,065	New	+$272K	0.26%	42

Other funds holding VHT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $22.3B AUM 79.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's VHT Position: Q4 2025 in Review

Keeler & Nadler Financial Planning & Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q4 2025, closing a stake of 972 shares — an estimated $252K sold.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in VHT in Q4 2021 and held it in 10 quarters. The position peaked at $287K in Q3 2024. 1,133 funds tracked by Wall St. Rank hold VHT as of Q4 2025.

Keeler & Nadler Financial Planning & Wealth Management reported no remaining Vanguard Health Care ETF position as of Q4 2025 after selling out during the quarter.
Keeler & Nadler Financial Planning & Wealth Management sold 972 Vanguard Health Care ETF shares in Q4 2025, an estimated $252K.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2021 and held it in 10 quarters.
Keeler & Nadler Financial Planning & Wealth Management's Vanguard Health Care ETF position peaked at $287K in Q3 2024.
1,133 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2025.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.