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Mather Group’s Vanguard Health Care ETF VHT Stock Holding History

Mather 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 		$628K Sell
2,306
-28
-1% -$8.01K 0.01% 440
2025
Q4 		$672K Sell
2,334
-50
-2% -$14K 0.01% 351
2025
Q3 		$619K Sell
2,384
-217
-8% -$54.4K 0.01% 360
2025
Q2 		$646K Hold
2,601
– – 0.01% 338
2025
Q1 		$689K Buy
2,601
+151
+6% +$40.2K 0.01% 316
2024
Q4 		$621K Sell
2,450
-259
-10% -$69.8K 0.01% 310
2024
Q3 		$764K Sell
2,709
-2,659
-50% -$739K 0.01% 280
2024
Q2 		$1.45M Buy
5,368
+2,989
+126% +$784K 0.02% 216
2024
Q1 		$596K Hold
2,379
– – 0.01% 300
2023
Q4 		$596K Hold
2,379
– – 0.01% 308
2023
Q3 		$559K Sell
2,379
-827
-26% -$202K 0.01% 307
2023
Q2 		$785K Buy
3,206
+807
+34% +$196K 0.01% 259
2023
Q1 		$572K Sell
2,399
-21
-0.9% -$5.05K 0.01% 304
2022
Q4 		$600K Sell
2,420
-50
-2% -$12.1K 0.01% 288
2022
Q3 		$552K Buy
2,470
+39
+2% +$9.31K 0.01% 274
2022
Q2 		$573K Sell
2,431
-246
-9% -$59.3K 0.01% 234
2022
Q1 		$681K Buy
+2,677
New +$661K 0.01% 221
2016
Q3 		– Sell
-88,996
Closed -$11.6M – 29
2016
Q2 		$11.6M Buy
88,996
+4,248
+5% +$545K 2.36% 11
2016
Q1 		$10.4M Sell
84,748
-20,758
-20% -$2.52M 2.22% 14
2015
Q4 		$14M Buy
+105,506
New +$13.7M 3.25% 15

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

Mather Group's VHT Position: Q1 2026 in Review

Mather Group reduced its Vanguard Health Care ETF (VHT) stake by 1.2% in Q1 2026, selling an estimated $8.01K and leaving 2,306 shares worth $628K. The position accounts for 0.01% of the portfolio, ranked #440.

Mather Group first reported a position in VHT in Q4 2015 and has held it in 20 quarters since. The position peaked at $14M in Q4 2015. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Mather Group held 2,306 shares of Vanguard Health Care ETF worth $628K as of Q1 2026.
  • Mather Group sold 28 Vanguard Health Care ETF shares in Q1 2026, an estimated $8.01K.
  • Vanguard Health Care ETF made up 0.01% of Mather Group's portfolio in Q1 2026, its #440 holding.
  • Mather Group first reported a position in Vanguard Health Care ETF in Q4 2015 and has held it in 20 quarters since.
  • Mather Group's Vanguard Health Care ETF position peaked at $14M in Q4 2015.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.