Miller Financial Services’s Vanguard Health Care ETF VHT Stock Holding History

Miller Financial Services’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	$261K	Hold	958	–	–	0.29%	95
2025 Q4	$276K	Buy	958 +1	+0.1%	+$279	0.32%	87
2025 Q3	$249K	Hold	957	–	–	0.29%	92
2025 Q2	$238K	Hold	957	–	–	0.3%	86
2025 Q1	$253K	Sell	957 -267	-22%	-$71.1K	0.36%	76
2024 Q4	$310K	Buy	+1,224	New	+$330K	0.26%	95

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Miller Financial Services's VHT Position: Q1 2026 in Review

Miller Financial Services held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 958 shares worth $261K. The position accounts for 0.29% of the portfolio, ranked #95.

Miller Financial Services first reported a position in VHT in Q4 2024 and has held it in 6 quarters since. The position peaked at $310K in Q4 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Miller Financial Services held 958 shares of Vanguard Health Care ETF worth $261K as of Q1 2026.
Miller Financial Services left its Vanguard Health Care ETF share count unchanged in Q1 2026.
Vanguard Health Care ETF made up 0.29% of Miller Financial Services's portfolio in Q1 2026, its #95 holding.
Miller Financial Services first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 6 quarters since.
Miller Financial Services's Vanguard Health Care ETF position peaked at $310K in Q4 2024.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Miller Financial Services's 13F filing for Q1 2026, filed 4 May 2026.