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

Modern 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 		$458K Sell
1,668
-338
-17% -$96.6K 0.01% 594
2025
Q4 		$577K Buy
2,006
+155
+8% +$43.3K 0.01% 505
2025
Q3 		$480K Sell
1,851
-201
-10% -$50.4K 0.01% 516
2025
Q2 		$510K Sell
2,052
-657
-24% -$162K 0.01% 476
2025
Q1 		$717K Sell
2,709
-185
-6% -$49.3K 0.02% 356
2024
Q4 		$734K Sell
2,894
-2,930
-50% -$789K 0.03% 303
2024
Q3 		$1.64M Sell
5,824
-680
-10% -$189K 0.1% 128
2024
Q2 		$1.73M Buy
6,504
+5,468
+528% +$1.43M 0.13% 96
2024
Q1 		$280K Buy
+1,036
New +$272K 0.03% 247

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

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

Modern Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 17% in Q1 2026, selling an estimated $96.6K and leaving 1,668 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #594.

Modern Wealth Management first reported a position in VHT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.73M in Q2 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Modern Wealth Management held 1,668 shares of Vanguard Health Care ETF worth $458K as of Q1 2026.
  • Modern Wealth Management sold 338 Vanguard Health Care ETF shares in Q1 2026, an estimated $96.6K.
  • Vanguard Health Care ETF made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #594 holding.
  • Modern Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2024 and has held it in 9 quarters since.
  • Modern Wealth Management's Vanguard Health Care ETF position peaked at $1.73M in Q2 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.