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Monograph Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Monograph Wealth 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 		$782K Buy
2,872
+372
+15% +$106K 0.07% 68
2025
Q4 		$720K Hold
2,500
– – 0.07% 74
2025
Q3 		$649K Hold
2,500
– – 0.07% 77
2025
Q2 		$621K Hold
2,500
– – 0.08% 70
2025
Q1 		$662K Hold
2,500
– – 0.09% 59
2024
Q4 		$634K Hold
2,500
– – 0.08% 60
2024
Q3 		$708K Buy
+2,500
New +$694K 0.09% 58

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

Monograph Wealth Advisors's VHT Position: Q1 2026 in Review

Monograph Wealth Advisors increased its Vanguard Health Care ETF (VHT) stake by 15% in Q1 2026, buying an estimated $106K and bringing the position to 2,872 shares worth $782K. The position accounts for 0.07% of the portfolio, ranked #68.

Monograph Wealth Advisors first reported a position in VHT in Q3 2024 and has held it in 7 quarters since. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Monograph Wealth Advisors held 2,872 shares of Vanguard Health Care ETF worth $782K as of Q1 2026.
  • Monograph Wealth Advisors bought 372 Vanguard Health Care ETF shares in Q1 2026, an estimated $106K.
  • Vanguard Health Care ETF made up 0.07% of Monograph Wealth Advisors's portfolio in Q1 2026, its #68 holding.
  • Monograph Wealth Advisors first reported a position in Vanguard Health Care ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.