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Keystone Financial Group (Kentucky)’s Vanguard Health Care ETF VHT Stock Holding History

Keystone Financial Group (Kentucky)’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 		$305K Buy
1,119
+10
+0.9% +$2.86K 0.02% 393
2025
Q4 		$319K Hold
1,109
– – 0.02% 343
2025
Q3 		$288K Buy
1,109
+1
+0.1% +$251 0.02% 330
2025
Q2 		$275K Hold
1,108
– – 0.02% 339
2025
Q1 		$293K Sell
1,108
-67
-6% -$17.8K 0.03% 297
2024
Q4 		$298K Buy
1,175
+1
+0.1% +$269 0.03% 297
2024
Q3 		$331K Buy
+1,174
New +$326K 0.04% 265
2024
Q2 		– Sell
-1,174
Closed -$317K – 318
2024
Q1 		$317K Sell
1,174
-39
-3% -$10.2K 0.05% 249
2023
Q4 		$304K Sell
1,213
-140
-10% -$33.2K 0.05% 214
2023
Q3 		$318K Buy
1,353
+1
+0.1% +$244 0.05% 211
2023
Q2 		$331K Buy
+1,352
New +$329K 0.06% 203
2022
Q4 		$333K Sell
1,341
-24
-2% -$5.82K 0.07% 194
2022
Q3 		$305K Hold
1,365
– – 0.06% 200
2022
Q2 		$322K Hold
1,365
– – 0.06% 196
2022
Q1 		$347K Sell
1,365
-46
-3% -$11.4K 0.06% 202
2021
Q4 		$376K Buy
1,411
+41
+3% +$10.5K 0.06% 203
2021
Q3 		$339K Hold
1,370
– – 0.06% 210
2021
Q2 		$339K Hold
1,370
– – 0.06% 205
2021
Q1 		$313K Hold
1,370
– – 0.06% 202
2020
Q4 		$306K Buy
1,370
+1
+0.1% +$214 0.06% 192
2020
Q3 		$279K Buy
+1,369
New +$277K 0.07% 189
2018
Q2 		– Sell
-1,377
Closed -$206K – 181
2018
Q1 		$206K Buy
+1,377
New +$220K 0.11% 150

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

Keystone Financial Group (Kentucky)'s VHT Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its Vanguard Health Care ETF (VHT) stake by 0.9% in Q1 2026, buying an estimated $2.86K and bringing the position to 1,119 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #393.

Keystone Financial Group (Kentucky) first reported a position in VHT in Q1 2018 and has held it in 22 quarters since. The position peaked at $376K in Q4 2021. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 1,119 shares of Vanguard Health Care ETF worth $305K as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 10 Vanguard Health Care ETF shares in Q1 2026, an estimated $2.86K.
  • Vanguard Health Care ETF made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #393 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Vanguard Health Care ETF in Q1 2018 and has held it in 22 quarters since.
  • Keystone Financial Group (Kentucky)'s Vanguard Health Care ETF position peaked at $376K in Q4 2021.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.