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McClarren Financial Advisors’s Vanguard Health Care ETF VHT Stock Holding History

McClarren Financial Advisors’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
-887
Closed -$220K – 76
2025
Q2 		$220K Sell
887
-105
-11% -$26K 0.14% 70
2025
Q1 		$234K Buy
992
+98
+11% +$26.1K 0.15% 65
2024
Q4 		$227K Buy
894
+160
+22% +$43.1K 0.64% 25
2024
Q3 		$207K Sell
734
-862
-54% -$239K 0.03% 70
2024
Q2 		$194K Buy
1,596
+683
+75% +$179K 0.14% 72
2024
Q1 		$247K Sell
913
-49
-5% -$12.9K 0.18% 63
2023
Q4 		$241K Buy
962
+7
+0.7% +$1.66K 0.18% 63
2023
Q3 		$223K Buy
955
+160
+20% +$39K 0.19% 62
2023
Q2 		$194K Buy
795
+123
+18% +$29.9K 0.16% 69
2023
Q1 		$158K Buy
672
+1
+0.1% +$241 0.14% 77
2022
Q4 		$166K Buy
671
+5
+0.8% +$1.21K 0.16% 73
2022
Q3 		$149K Buy
+666
New +$159K 0.15% 72
2022
Q2 		– Sell
-569
Closed -$144K – 270
2022
Q1 		$144K Hold
569
– – 0.1% 72
2021
Q4 		$152K Buy
569
+6
+1% +$1.53K 0.1% 73
2021
Q3 		$139K Buy
563
+388
+222% +$99.5K 0.11% 68
2021
Q2 		$43K Hold
175
– – 0.03% 131
2021
Q1 		$40K Buy
175
+1
+0.6% +$229 0.04% 123
2020
Q4 		$39K Buy
+174
New +$37.2K 0.04% 112

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

McClarren Financial Advisors's VHT Position: Q3 2025 in Review

McClarren Financial Advisors sold out of Vanguard Health Care ETF (VHT) in Q3 2025, closing a stake of 887 shares — an estimated $220K sold.

McClarren Financial Advisors first reported a position in VHT in Q4 2020 and held it in 18 quarters. The position peaked at $247K in Q1 2024. 1,014 funds tracked by Wall St. Rank hold VHT as of Q3 2025.

  • McClarren Financial Advisors reported no remaining Vanguard Health Care ETF position as of Q3 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 887 Vanguard Health Care ETF shares in Q3 2025, an estimated $220K.
  • McClarren Financial Advisors first reported a position in Vanguard Health Care ETF in Q4 2020 and held it in 18 quarters.
  • McClarren Financial Advisors's Vanguard Health Care ETF position peaked at $247K in Q1 2024.
  • 1,014 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2025.

Based on McClarren Financial Advisors's 13F filing for Q3 2025, filed 15 Oct 2025.