Monetary Management Group’s Vanguard Health Care ETF VHT Stock Holding History

Monetary Management Group’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	$30K	Sell	110 -5	-4%	-$1.43K	0.01%	286
2025 Q4	$33.1K	Hold	115	–	–	0.01%	281
2025 Q3	$29.9K	Hold	115	–	–	0.01%	286
2025 Q2	$28.6K	Hold	115	–	–	0.01%	286
2025 Q1	$30.4K	Hold	115	–	–	0.01%	279
2024 Q4	$29.2K	Hold	115	–	–	0.01%	281
2024 Q3	$32.5K	Hold	115	–	–	0.01%	278
2024 Q2	$30.6K	Hold	115	–	–	0.01%	276
2024 Q1	$31.1K	Hold	115	–	–	0.01%	274
2023 Q4	$28.8K	Hold	115	–	–	0.01%	271
2023 Q3	$27K	Hold	115	–	–	0.01%	274
2023 Q2	$28.2K	Hold	115	–	–	0.01%	283
2023 Q1	$27.4K	Sell	115 -40	-26%	-$9.63K	0.01%	281
2022 Q4	$38.4K	Sell	155 -150	-49%	-$36.4K	0.01%	269
2022 Q3	$68K	Hold	305	–	–	0.02%	241
2022 Q2	$72K	Hold	305	–	–	0.02%	234
2022 Q1	$78K	Buy	305 +30	+11%	+$7.41K	0.02%	238
2021 Q4	$73K	Buy	+275	New	+$70.1K	0.02%	249

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

Monetary Management Group's VHT Position: Q1 2026 in Review

Monetary Management Group reduced its Vanguard Health Care ETF (VHT) stake by 4.3% in Q1 2026, selling an estimated $1.43K and leaving 110 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #286.

Monetary Management Group first reported a position in VHT in Q4 2021 and has held it in 18 quarters since. The position peaked at $78K in Q1 2022. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Monetary Management Group held 110 shares of Vanguard Health Care ETF worth $30K as of Q1 2026.
Monetary Management Group sold 5 Vanguard Health Care ETF shares in Q1 2026, an estimated $1.43K.
Vanguard Health Care ETF made up 0.01% of Monetary Management Group's portfolio in Q1 2026, its #286 holding.
Monetary Management Group first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 18 quarters since.
Monetary Management Group's Vanguard Health Care ETF position peaked at $78K in Q1 2022.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.