MIM
VHT icon

Moseley Investment Management’s Vanguard Health Care ETF VHT Stock Holding History

Moseley Investment Management’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 		$256K Buy
939
+1
+0.1% +$286 0.08% 129
2025
Q4 		$270K Sell
938
-35
-4% -$9.78K 0.08% 130
2025
Q3 		$253K Sell
973
-28
-3% -$7.03K 0.08% 147
2025
Q2 		$249K Sell
1,001
-58
-5% -$14.3K 0.09% 140
2025
Q1 		$280K Sell
1,059
-55
-5% -$14.7K 0.11% 118
2024
Q4 		$283K Sell
1,114
-17
-2% -$4.58K 0.11% 118
2024
Q3 		$319K Sell
1,131
-135
-11% -$37.5K 0.13% 113
2024
Q2 		$337K Hold
1,266
– – 0.16% 105
2024
Q1 		$343K Sell
1,266
-199
-14% -$52.3K 0.17% 99
2023
Q4 		$367K Buy
1,465
+3
+0.2% +$711 0.2% 100
2023
Q3 		$344K Buy
1,462
+1
+0.1% +$244 0.21% 98
2023
Q2 		$358K Hold
1,461
– – 0.21% 97
2023
Q1 		$348K Buy
1,461
+98
+7% +$23.6K 0.23% 99
2022
Q4 		$338K Buy
1,363
+213
+19% +$51.6K 0.24% 95
2022
Q3 		$257K Sell
1,150
-1
-0.1% -$239 0.19% 112
2022
Q2 		$271K Sell
1,151
-94
-8% -$22.7K 0.19% 120
2022
Q1 		$317K Sell
1,245
-149
-11% -$36.8K 0.17% 128
2021
Q4 		$371K Sell
1,394
-4
-0.3% -$1.02K 0.17% 128
2021
Q3 		$346K Hold
1,398
– – 0.17% 122
2021
Q2 		$345K Buy
1,398
+1
+0.1% +$239 0.17% 124
2021
Q1 		$320K Buy
1,397
+1
+0.1% +$229 0.18% 117
2020
Q4 		$312K Buy
1,396
+2
+0.1% +$427 0.18% 116
2020
Q3 		$284K Buy
1,394
+1
+0.1% +$202 0.2% 103
2020
Q2 		$268K Sell
1,393
-28
-2% -$5.25K 0.22% 108
2020
Q1 		$236K Buy
1,421
+1
+0.1% +$183 0.28% 100
2019
Q4 		$272K Sell
1,420
-17
-1% -$3.05K 0.27% 100
2019
Q3 		$241K Sell
1,437
-244
-15% -$41.8K 0.25% 102
2019
Q2 		$292K Sell
1,681
-84
-5% -$14.2K 0.27% 98
2019
Q1 		$304K Buy
+1,765
New +$299K 0.32% 90

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

Moseley Investment Management's VHT Position: Q1 2026 in Review

Moseley Investment Management increased its Vanguard Health Care ETF (VHT) stake by 0.11% in Q1 2026, buying an estimated $286 and bringing the position to 939 shares worth $256K. The position accounts for 0.08% of the portfolio, ranked #129.

Moseley Investment Management first reported a position in VHT in Q1 2019 and has held it in 29 quarters since. The position peaked at $371K in Q4 2021. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Moseley Investment Management held 939 shares of Vanguard Health Care ETF worth $256K as of Q1 2026.
  • Moseley Investment Management bought 1 Vanguard Health Care ETF share in Q1 2026, an estimated $286.
  • Vanguard Health Care ETF made up 0.08% of Moseley Investment Management's portfolio in Q1 2026, its #129 holding.
  • Moseley Investment Management first reported a position in Vanguard Health Care ETF in Q1 2019 and has held it in 29 quarters since.
  • Moseley Investment Management's Vanguard Health Care ETF position peaked at $371K in Q4 2021.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.