Moors & Cabot’s Vanguard Health Care ETF VHT Stock Holding History

Moors & Cabot’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
2025 Q1	–	Sell	-806	Closed	-$204K	–	929
2024 Q4	$204K	Sell	806 -30	-4%	-$8.08K	0.01%	806
2024 Q3	$236K	Sell	836 -23	-3%	-$6.39K	0.01%	736
2024 Q2	$229K	Sell	859 -690	-45%	-$181K	0.01%	720
2024 Q1	$419K	Buy	+1,549	New	+$407K	0.02%	555
2022 Q1	–	Sell	-928	Closed	-$247K	–	976
2021 Q4	$247K	Sell	928 -130	-12%	-$33.2K	0.02%	703
2021 Q3	$261K	Buy	1,058 +110	+12%	+$28.2K	0.02%	653
2021 Q2	$234K	Buy	948 +66	+7%	+$15.8K	0.02%	678
2021 Q1	$202K	Sell	882 -50	-5%	-$11.5K	0.02%	683
2020 Q4	$207K	Buy	+932	New	+$199K	0.02%	646
2020 Q2	–	Sell	-1,580	Closed	-$259K	–	699
2020 Q1	$259K	Buy	+1,580	New	+$289K	0.04%	424

Other funds holding VHT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Moors & Cabot's VHT Position: Q1 2025 in Review

Moors & Cabot sold out of Vanguard Health Care ETF (VHT) in Q1 2025, closing a stake of 806 shares — an estimated $204K sold.

Moors & Cabot first reported a position in VHT in Q1 2020 and held it in 10 quarters. The position peaked at $419K in Q1 2024. 1,059 funds tracked by Wall St. Rank hold VHT as of Q1 2025.

Moors & Cabot reported no remaining Vanguard Health Care ETF position as of Q1 2025 after selling out during the quarter.
Moors & Cabot sold 806 Vanguard Health Care ETF shares in Q1 2025, an estimated $204K.
Moors & Cabot first reported a position in Vanguard Health Care ETF in Q1 2020 and held it in 10 quarters.
Moors & Cabot's Vanguard Health Care ETF position peaked at $419K in Q1 2024.
1,059 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2025.

Based on Moors & Cabot's 13F filing for Q1 2025, filed 8 May 2025.