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Moneta Group Investment Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Moneta Group Investment 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
2026
Q1 		$586K Sell
2,153
-174
-7% -$49.7K ﹤0.01% 471
2025
Q4 		$670K Buy
2,327
+34
+1% +$9.5K 0.01% 437
2025
Q3 		$595K Buy
2,293
+141
+7% +$35.4K ﹤0.01% 451
2025
Q2 		$534K Sell
2,152
-244
-10% -$60.3K 0.01% 425
2025
Q1 		$634K Sell
2,396
-225
-9% -$59.9K 0.01% 364
2024
Q4 		$665K Sell
2,621
-154
-6% -$41.5K 0.01% 342
2024
Q3 		$783K Buy
2,775
+573
+26% +$159K 0.01% 315
2024
Q2 		$586K Sell
2,202
-551
-20% -$144K 0.01% 354
2024
Q1 		$745K Buy
2,753
+767
+39% +$201K 0.01% 305
2023
Q4 		$498K Buy
1,986
+20
+1% +$4.74K 0.01% 341
2023
Q3 		$462K Sell
1,966
-260
-12% -$63.4K 0.01% 332
2023
Q2 		$545K Sell
2,226
-86
-4% -$20.9K 0.01% 306
2023
Q1 		$551K Buy
2,312
+680
+42% +$164K 0.01% 303
2022
Q4 		$402K Buy
+1,632
New +$396K 0.01% 324
2021
Q3 		– Sell
-1,756
Closed -$434K – 474
2021
Q2 		$434K Buy
1,756
+383
+28% +$91.5K 0.02% 302
2021
Q1 		$314K Buy
+1,373
New +$315K 0.02% 325

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

Moneta Group Investment Advisors's VHT Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Vanguard Health Care ETF (VHT) stake by 7.5% in Q1 2026, selling an estimated $49.7K and leaving 2,153 shares worth $586K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Moneta Group Investment Advisors first reported a position in VHT in Q1 2021 and has held it in 16 quarters since. The position peaked at $783K in Q3 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Moneta Group Investment Advisors held 2,153 shares of Vanguard Health Care ETF worth $586K as of Q1 2026.
  • Moneta Group Investment Advisors sold 174 Vanguard Health Care ETF shares in Q1 2026, an estimated $49.7K.
  • Vanguard Health Care ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #471 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Health Care ETF in Q1 2021 and has held it in 16 quarters since.
  • Moneta Group Investment Advisors's Vanguard Health Care ETF position peaked at $783K in Q3 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.