KFA
VHT icon

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

Kelleher 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
2026
Q1 		$670K Hold
2,462
– – 0.17% 95
2025
Q4 		$709K Hold
2,462
– – 0.16% 94
2025
Q3 		$639K Sell
2,462
-36
-1% -$9.03K 0.16% 90
2025
Q2 		$620K Sell
2,498
-406
-14% -$100K 0.22% 65
2025
Q1 		$769K Hold
2,904
– – 0.31% 51
2024
Q4 		$737K Buy
2,904
+160
+6% +$43.1K 0.28% 49
2024
Q3 		$774K Buy
2,744
+1,048
+62% +$291K 0.3% 52
2024
Q2 		$451K Buy
+1,696
New +$445K 0.19% 75

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

Kelleher Financial Advisors's VHT Position: Q1 2026 in Review

Kelleher Financial Advisors held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 2,462 shares worth $670K. The position accounts for 0.17% of the portfolio, ranked #95.

Kelleher Financial Advisors first reported a position in VHT in Q2 2024 and has held it in 8 quarters since. The position peaked at $774K in Q3 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Kelleher Financial Advisors held 2,462 shares of Vanguard Health Care ETF worth $670K as of Q1 2026.
  • Kelleher Financial Advisors left its Vanguard Health Care ETF share count unchanged in Q1 2026.
  • Vanguard Health Care ETF made up 0.17% of Kelleher Financial Advisors's portfolio in Q1 2026, its #95 holding.
  • Kelleher Financial Advisors first reported a position in Vanguard Health Care ETF in Q2 2024 and has held it in 8 quarters since.
  • Kelleher Financial Advisors's Vanguard Health Care ETF position peaked at $774K in Q3 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.