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

Modera 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 		$800K Sell
2,938
-1,041
-26% -$298K 0.01% 358
2025
Q4 		$1.15M Sell
3,979
-15
-0.4% -$4.19K 0.01% 319
2025
Q3 		$1.04M Sell
3,994
-53
-1% -$13.3K 0.01% 332
2025
Q2 		$1M Buy
4,047
+150
+4% +$37.1K 0.01% 332
2025
Q1 		$1.03M Sell
3,897
-521
-12% -$139K 0.01% 318
2024
Q4 		$1.12M Buy
4,418
+135
+3% +$36.4K 0.01% 311
2024
Q3 		$1.21M Buy
+4,283
New +$1.19M 0.02% 283
2024
Q2 		– Sell
-4,010
Closed -$1.08M – 590
2024
Q1 		$1.08M Buy
4,010
+1,287
+47% +$338K 0.02% 290
2023
Q4 		$682K Sell
2,723
-222
-8% -$52.6K 0.01% 334
2023
Q3 		$692K Buy
2,945
+67
+2% +$16.3K 0.01% 320
2023
Q2 		$705K Buy
2,878
+474
+20% +$115K 0.01% 336
2023
Q1 		$573K Sell
2,404
-154
-6% -$37.1K 0.02% 202
2022
Q4 		$635K Buy
2,558
+1,281
+100% +$311K 0.03% 186
2022
Q3 		$286K Hold
1,277
– – 0.01% 252
2022
Q2 		$301K Sell
1,277
-13
-1% -$3.13K 0.01% 255
2022
Q1 		$328K Buy
+1,290
New +$319K 0.01% 266
2018
Q2 		– Sell
-1,381
Closed -$212K – 138
2018
Q1 		$212K Buy
+1,381
New +$220K 0.04% 124

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

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

Modera Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 26% in Q1 2026, selling an estimated $298K and leaving 2,938 shares worth $800K. The position accounts for 0.01% of the portfolio, ranked #358.

Modera Wealth Management first reported a position in VHT in Q1 2018 and has held it in 17 quarters since. The position peaked at $1.21M in Q3 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Modera Wealth Management held 2,938 shares of Vanguard Health Care ETF worth $800K as of Q1 2026.
  • Modera Wealth Management sold 1,041 Vanguard Health Care ETF shares in Q1 2026, an estimated $298K.
  • Vanguard Health Care ETF made up 0.01% of Modera Wealth Management's portfolio in Q1 2026, its #358 holding.
  • Modera Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2018 and has held it in 17 quarters since.
  • Modera Wealth Management's Vanguard Health Care ETF position peaked at $1.21M in Q3 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

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