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Larson Financial Group’s Vanguard Health Care ETF VHT Stock Holding History

Larson Financial 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 		$157K Buy
577
+99
+21% +$28.3K 0.01% 802
2025
Q4 		$138K Hold
478
– – ﹤0.01% 816
2025
Q3 		$124K Buy
478
+158
+49% +$39.6K ﹤0.01% 832
2025
Q2 		$79.5K Buy
320
+44
+16% +$10.9K ﹤0.01% 918
2025
Q1 		$73.1K Buy
276
+52
+23% +$13.9K ﹤0.01% 882
2024
Q4 		$56.8K Buy
224
+101
+82% +$27.2K ﹤0.01% 868
2024
Q3 		$34.8K Sell
123
-200
-62% -$55.6K ﹤0.01% 1022
2024
Q2 		$85.8K Sell
323
-32
-9% -$8.39K 0.01% 686
2024
Q1 		$96K Buy
355
+201
+131% +$52.8K 0.01% 550
2023
Q4 		$38.7K Sell
154
-36
-19% -$8.53K ﹤0.01% 702
2023
Q3 		$44.8K Sell
190
-119
-39% -$29K ﹤0.01% 640
2023
Q2 		$75.7K Buy
309
+111
+56% +$27K 0.01% 467
2023
Q1 		$47.3K Sell
198
-14
-7% -$3.37K 0.01% 565
2022
Q4 		$52.6K Buy
212
+5
+2% +$1.21K 0.01% 511
2022
Q3 		$46K Sell
207
-84
-29% -$20K 0.01% 482
2022
Q2 		$68K Buy
291
+1
+0.3% +$241 0.01% 310
2022
Q1 		$74K Sell
290
-4
-1% -$988 0.01% 314
2021
Q4 		$78K Buy
294
+80
+37% +$20.4K 0.01% 314
2021
Q3 		$53K Hold
214
– – 0.01% 289
2021
Q2 		$53K Hold
214
– – 0.01% 270
2021
Q1 		$49K Buy
214
+1
+0.5% +$229 0.01% 261
2020
Q4 		$48K Buy
213
+150
+238% +$32.1K 0.02% 228
2020
Q3 		$13K Hold
63
– – 0.01% 404
2020
Q2 		$12K Hold
63
– – 0.01% 366
2020
Q1 		$11K Hold
63
– – 0.01% 283
2019
Q4 		$12K Sell
63
-123
-66% -$22.1K 0.01% 279
2019
Q3 		$31K Hold
186
– – 0.02% 183
2019
Q2 		$32K Buy
186
+1
+0.5% +$169 0.02% 152
2019
Q1 		$32K Buy
185
+1
+0.5% +$169 0.03% 141
2018
Q4 		$30K Buy
+184
New +$31.2K 0.03% 130

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

Larson Financial Group's VHT Position: Q1 2026 in Review

Larson Financial Group increased its Vanguard Health Care ETF (VHT) stake by 21% in Q1 2026, buying an estimated $28.3K and bringing the position to 577 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #802.

Larson Financial Group first reported a position in VHT in Q4 2018 and has held it in 30 quarters since. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Larson Financial Group held 577 shares of Vanguard Health Care ETF worth $157K as of Q1 2026.
  • Larson Financial Group bought 99 Vanguard Health Care ETF shares in Q1 2026, an estimated $28.3K.
  • Vanguard Health Care ETF made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #802 holding.
  • Larson Financial Group first reported a position in Vanguard Health Care ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.