Leo H. Evart Inc’s Vanguard Health Care ETF VHT Stock Holding History

Leo H. Evart Inc’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	$1.78M	Buy	+6,541	New	+$1.87M	1.52%	19
2023 Q3	$2.55M	Sell	10,863 -184	-2%	-$44.9K	3.92%	10
2023 Q2	$2.7M	Sell	11,047 -52	-0.5%	-$12.7K	3.75%	11
2023 Q1	$2.65M	Sell	11,099 -832	-7%	-$200K	3.87%	10
2022 Q4	$2.96M	Buy	11,931 +831	+7%	+$201K	4.48%	8
2022 Q3	$2.48M	Sell	11,100 -26	-0.2%	-$6.21K	3.78%	10
2022 Q2	$2.62M	Sell	11,126 -179	-2%	-$43.1K	3.18%	10
2022 Q1	$2.88M	Sell	11,305 -63	-0.6%	-$15.6K	2.97%	11
2021 Q4	$3.03M	Buy	+11,368	New	+$2.9M	2.95%	11

Other funds holding VHT

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Leo H. Evart Inc's VHT Position: Q1 2026 in Review

Leo H. Evart Inc opened a new position in Vanguard Health Care ETF (VHT) in Q1 2026: 6,541 shares worth $1.78M. The stake represents 1.52% of the portfolio and ranks #19 among its holdings. This is a return to the name: Leo H. Evart Inc previously reported a position in VHT as recently as Q3 2023.

Leo H. Evart Inc first reported a position in VHT in Q4 2021 and has held it in 9 quarters since. The position peaked at $3.03M in Q4 2021. 1,086 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Leo H. Evart Inc held 6,541 shares of Vanguard Health Care ETF worth $1.78M as of Q1 2026.
Vanguard Health Care ETF was a new Leo H. Evart Inc position in Q1 2026.
Vanguard Health Care ETF made up 1.52% of Leo H. Evart Inc's portfolio in Q1 2026, its #19 holding.
Leo H. Evart Inc first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 9 quarters since.
Leo H. Evart Inc's Vanguard Health Care ETF position peaked at $3.03M in Q4 2021.
1,086 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Leo H. Evart Inc's 13F filing for Q1 2026, filed 13 May 2026.