MFG
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Mosaic Financial Group’s Vanguard Health Care ETF VHT Stock Holding History

Mosaic Financial 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 		$314K Hold
1,154
– – 0.22% 96
2025
Q4 		$332K Hold
1,154
– – 0.23% 93
2025
Q3 		$300K Hold
1,154
– – 0.21% 95
2025
Q2 		$287K Hold
1,154
– – 0.22% 96
2025
Q1 		$306K Hold
1,154
– – 0.25% 85
2024
Q4 		$293K Hold
1,154
– – 0.21% 90
2024
Q3 		$326K Hold
1,154
– – 0.23% 82
2024
Q2 		$307K Hold
1,154
– – 0.22% 85
2024
Q1 		$312K Buy
+1,154
New +$303K 0.25% 85

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

Mosaic Financial Group's VHT Position: Q1 2026 in Review

Mosaic Financial Group held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 1,154 shares worth $314K. The position accounts for 0.22% of the portfolio, ranked #96.

Mosaic Financial Group first reported a position in VHT in Q1 2024 and has held it in 9 quarters since. The position peaked at $332K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Mosaic Financial Group held 1,154 shares of Vanguard Health Care ETF worth $314K as of Q1 2026.
  • Mosaic Financial Group left its Vanguard Health Care ETF share count unchanged in Q1 2026.
  • Vanguard Health Care ETF made up 0.22% of Mosaic Financial Group's portfolio in Q1 2026, its #96 holding.
  • Mosaic Financial Group first reported a position in Vanguard Health Care ETF in Q1 2024 and has held it in 9 quarters since.
  • Mosaic Financial Group's Vanguard Health Care ETF position peaked at $332K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.