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Meridian Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Meridian Wealth Management’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 		$602K Sell
2,210
-109
-5% -$31.2K 0.02% 469
2025
Q4 		$668K Buy
2,319
+34
+1% +$9.5K 0.02% 433
2025
Q3 		$593K Sell
2,285
-325
-12% -$81.5K 0.02% 433
2025
Q2 		$648K Buy
2,610
+108
+4% +$26.7K 0.03% 393
2025
Q1 		$662K Sell
2,502
-5
-0.2% -$1.33K 0.03% 359
2024
Q4 		$636K Sell
2,507
-230
-8% -$62K 0.03% 371
2024
Q3 		$772K Buy
2,737
+243
+10% +$67.5K 0.04% 330
2024
Q2 		$663K Buy
+2,494
New +$654K 0.08% 149
2024
Q1 		– Sell
-2,364
Closed -$593K – 544
2023
Q4 		$593K Buy
2,364
+13
+0.6% +$3.08K 0.04% 347
2023
Q3 		$553K Buy
2,351
+4
+0.2% +$975 0.03% 347
2023
Q2 		$575K Buy
2,347
+572
+32% +$139K 0.05% 299
2023
Q1 		$423K Buy
1,775
+3
+0.2% +$722 0.04% 350
2022
Q4 		$439K Buy
1,772
+217
+14% +$52.6K 0.04% 333
2022
Q3 		$348K Buy
1,555
+26
+2% +$6.21K 0.04% 336
2022
Q2 		$360K Buy
+1,529
New +$369K 0.03% 410
2019
Q3 		– Sell
-406
Closed -$706 – 485
2019
Q2 		$706 Sell
406
-17,890
-98% -$3.02M 0.03% 321
2019
Q1 		$3.16M Buy
18,296
+3,150
+21% +$534K 1.44% 17
2018
Q4 		$2.43M Buy
+15,146
New +$2.57M 1.43% 17

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

Meridian Wealth Management's VHT Position: Q1 2026 in Review

Meridian Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 4.7% in Q1 2026, selling an estimated $31.2K and leaving 2,210 shares worth $602K. The position accounts for 0.02% of the portfolio, ranked #469.

Meridian Wealth Management first reported a position in VHT in Q4 2018 and has held it in 18 quarters since. The position peaked at $3.16M in Q1 2019. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Meridian Wealth Management held 2,210 shares of Vanguard Health Care ETF worth $602K as of Q1 2026.
  • Meridian Wealth Management sold 109 Vanguard Health Care ETF shares in Q1 2026, an estimated $31.2K.
  • Vanguard Health Care ETF made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #469 holding.
  • Meridian Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2018 and has held it in 18 quarters since.
  • Meridian Wealth Management's Vanguard Health Care ETF position peaked at $3.16M in Q1 2019.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.