MLA
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MB, Levis & Associates’s Vanguard Health Care ETF VHT Stock Holding History

MB, Levis & Associates’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
Q3 		– Sell
-100
Closed -$24.8K – 293
2025
Q2 		$24.8K Hold
100
– – 0.01% 154
2025
Q1 		$26.5K Hold
100
– – 0.01% 151
2024
Q4 		$25.4K Hold
100
– – 0.01% 148
2024
Q3 		$28.2K Hold
100
– – 0.01% 146
2024
Q2 		$26.6K Hold
100
– – 0.01% 147
2024
Q1 		$27.1K Hold
100
– – 0.01% 145
2023
Q4 		$25.1K Sell
100
-170
-63% -$40.3K 0.01% 147
2023
Q3 		$63.4K Buy
270
+1
+0.4% +$244 0.04% 101
2023
Q2 		$65.9K Hold
269
– – 0.04% 100
2023
Q1 		$64.2K Hold
269
– – 0.04% 101
2022
Q4 		$66.6K Buy
+269
New +$65.2K 0.05% 92

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MB, Levis & Associates's VHT Position: Q3 2025 in Review

MB, Levis & Associates sold out of Vanguard Health Care ETF (VHT) in Q3 2025, closing a stake of 100 shares — an estimated $24.8K sold.

MB, Levis & Associates first reported a position in VHT in Q4 2022 and held it in 11 quarters. The position peaked at $66.6K in Q4 2022. 1,013 funds tracked by Wall St. Rank hold VHT as of Q3 2025.

  • MB, Levis & Associates reported no remaining Vanguard Health Care ETF position as of Q3 2025 after selling out during the quarter.
  • MB, Levis & Associates sold 100 Vanguard Health Care ETF shares in Q3 2025, an estimated $24.8K.
  • MB, Levis & Associates first reported a position in Vanguard Health Care ETF in Q4 2022 and held it in 11 quarters.
  • MB, Levis & Associates's Vanguard Health Care ETF position peaked at $66.6K in Q4 2022.
  • 1,013 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2025.

Based on MB, Levis & Associates's 13F filing for Q3 2025, filed 15 Oct 2025.