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

Magnus 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
2025
Q4 		– Sell
-1,000
Closed -$260K – 442
2025
Q3 		$260K Sell
1,000
-35
-3% -$8.78K 0.02% 353
2025
Q2 		$257K Buy
1,035
+4
+0.4% +$989 0.02% 325
2025
Q1 		$273K Buy
1,031
+4
+0.4% +$1.07K 0.03% 293
2024
Q4 		$261K Sell
1,027
-18
-2% -$4.85K 0.03% 299
2024
Q3 		$295K Buy
1,045
+30
+3% +$8.33K 0.03% 272
2024
Q2 		$270K Sell
1,015
-14
-1% -$3.67K 0.03% 268
2024
Q1 		$278K Sell
1,029
-17
-2% -$4.47K 0.03% 259
2023
Q4 		$262K Buy
1,046
+28
+3% +$6.63K 0.03% 244
2023
Q3 		$239K Buy
1,018
+3
+0.3% +$731 0.03% 230
2023
Q2 		$248K Sell
1,015
-1
-0.1% -$243 0.04% 233
2023
Q1 		$242K Sell
1,016
-11
-1% -$2.65K 0.04% 241
2022
Q4 		$255K Buy
1,027
+7
+0.7% +$1.7K 0.04% 221
2022
Q3 		$228K Hold
1,020
– – 0.04% 220
2022
Q2 		$240K Sell
1,020
-51
-5% -$12.3K 0.04% 239
2022
Q1 		$272K Sell
1,071
-26
-2% -$6.42K 0.05% 235
2021
Q4 		$292K Buy
1,097
+47
+4% +$12K 0.06% 197
2021
Q3 		$260K Hold
1,050
– – 0.06% 201
2021
Q2 		$260K Sell
1,050
-1
-0.1% -$239 0.06% 202
2021
Q1 		$240K Buy
1,051
+7
+0.7% +$1.6K 0.06% 198
2020
Q4 		$234K Buy
1,044
+4
+0.4% +$855 0.02% 263
2020
Q3 		$212K Buy
+1,040
New +$210K 0.02% 257

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Magnus Financial Group's VHT Position: Q4 2025 in Review

Magnus Financial Group sold out of Vanguard Health Care ETF (VHT) in Q4 2025, closing a stake of 1,000 shares — an estimated $260K sold.

Magnus Financial Group first reported a position in VHT in Q3 2020 and held it in 21 quarters. The position peaked at $295K in Q3 2024. 1,136 funds tracked by Wall St. Rank hold VHT as of Q4 2025.

  • Magnus Financial Group reported no remaining Vanguard Health Care ETF position as of Q4 2025 after selling out during the quarter.
  • Magnus Financial Group sold 1,000 Vanguard Health Care ETF shares in Q4 2025, an estimated $260K.
  • Magnus Financial Group first reported a position in Vanguard Health Care ETF in Q3 2020 and held it in 21 quarters.
  • Magnus Financial Group's Vanguard Health Care ETF position peaked at $295K in Q3 2024.
  • 1,136 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2025.

Based on Magnus Financial Group's 13F filing for Q4 2025, filed 7 Jan 2026.