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Matrix Private Capital Group’s Vanguard Health Care ETF VHT Stock Holding History

Matrix Private Capital 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 		$301K Hold
1,106
– – 0.15% 74
2025
Q4 		$318K Buy
1,106
+54
+5% +$15.1K 0.16% 72
2025
Q3 		$273K Sell
1,052
-39
-4% -$9.79K 0.14% 75
2025
Q2 		$271K Sell
1,091
-1,583
-59% -$391K 0.16% 76
2025
Q1 		$708K Sell
2,674
-242
-8% -$64.5K 0.42% 45
2024
Q4 		$740K Sell
2,916
-124
-4% -$33.4K 0.42% 46
2024
Q3 		$861K Sell
3,040
-236
-7% -$65.6K 0.5% 40
2024
Q2 		$875K Sell
3,276
-423
-11% -$111K 0.55% 35
2024
Q1 		$1M Buy
3,699
+110
+3% +$28.9K 0.68% 31
2023
Q4 		$900K Buy
3,589
+142
+4% +$33.6K 0.68% 31
2023
Q3 		$813K Buy
3,447
+720
+26% +$176K 0.61% 35
2023
Q2 		$670K Buy
2,727
+1,868
+217% +$454K 0.49% 40
2023
Q1 		$205K Buy
859
+230
+37% +$55.3K 0.14% 112
2022
Q4 		$156K Buy
629
+606
+2,635% +$147K 0.1% 135
2022
Q3 		$5K Sell
23
-299
-93% -$71.4K ﹤0.01% 190
2022
Q2 		$76K Hold
322
– – 0.04% 193
2022
Q1 		$82K Hold
322
– – 0.04% 209
2021
Q4 		$86K Hold
322
– – 0.04% 216
2021
Q3 		$80K Hold
322
– – 0.04% 201
2021
Q2 		$79K Hold
322
– – 0.04% 200
2021
Q1 		$74K Sell
322
-162
-33% -$37.2K 0.04% 200
2020
Q4 		$108K Hold
484
– – 0.08% 175
2020
Q3 		$99K Hold
484
– – 0.1% 132
2020
Q2 		$93K Buy
484
+332
+218% +$62.3K 0.1% 131
2020
Q1 		$25K Hold
152
– – 0.04% 135
2019
Q4 		$29K Buy
+152
New +$27.3K 0.03% 176

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

Matrix Private Capital Group's VHT Position: Q1 2026 in Review

Matrix Private Capital Group held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 1,106 shares worth $301K. The position accounts for 0.15% of the portfolio, ranked #74.

Matrix Private Capital Group first reported a position in VHT in Q4 2019 and has held it in 26 quarters since. The position peaked at $1M in Q1 2024. 1,086 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Matrix Private Capital Group held 1,106 shares of Vanguard Health Care ETF worth $301K as of Q1 2026.
  • Matrix Private Capital Group left its Vanguard Health Care ETF share count unchanged in Q1 2026.
  • Vanguard Health Care ETF made up 0.15% of Matrix Private Capital Group's portfolio in Q1 2026, its #74 holding.
  • Matrix Private Capital Group first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 26 quarters since.
  • Matrix Private Capital Group's Vanguard Health Care ETF position peaked at $1M in Q1 2024.
  • 1,086 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Matrix Private Capital Group's 13F filing for Q1 2026, filed 15 May 2026.