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

Moser 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
2025
Q2 		$4.51M Buy
18,156
+401
+2% +$99.1K 2.16% 13
2025
Q1 		$4.7M Buy
17,755
+791
+5% +$211K 2.46% 11
2024
Q4 		$4.3M Sell
16,964
-115
-0.7% -$31K 2.24% 11
2024
Q3 		$4.82M Buy
17,079
+190
+1% +$52.8K 2.5% 11
2024
Q2 		$4.49M Buy
16,889
+275
+2% +$72.1K 2.44% 11
2024
Q1 		$4.49M Buy
16,614
+575
+4% +$151K 2.5% 11
2023
Q4 		$4.02M Sell
16,039
-83
-0.5% -$19.7K 2.57% 11
2023
Q3 		$3.79M Buy
16,122
+275
+2% +$67K 2.66% 11
2023
Q2 		$3.88M Buy
+15,847
New +$3.86M 2.61% 11
2022
Q4 		$3.74M Buy
15,088
+600
+4% +$145K 2.82% 11
2022
Q3 		$3.24M Sell
14,488
-3
-0% -$716 2.53% 11
2022
Q2 		$3.41M Buy
14,491
+38
+0.3% +$9.16K 2.54% 11
2022
Q1 		$3.68M Buy
14,453
+300
+2% +$74.1K 2.3% 11
2021
Q4 		$3.77M Hold
14,153
– – 2.28% 12
2021
Q3 		$3.5M Buy
14,153
+1,034
+8% +$265K 2.24% 12
2021
Q2 		$3.24M Buy
13,119
+300
+2% +$71.7K 2.09% 13
2021
Q1 		$2.93M Buy
12,819
+150
+1% +$34.4K 2.06% 14
2020
Q4 		$2.83M Buy
12,669
+100
+0.8% +$21.4K 2.09% 14
2020
Q3 		$2.56M Buy
12,569
+680
+6% +$138K 2.04% 14
2020
Q2 		$2.29M Buy
11,889
+286
+2% +$53.7K 2.18% 11
2020
Q1 		$1.93M Buy
11,603
+850
+8% +$155K 2.24% 11
2019
Q4 		$2.06M Buy
+10,753
New +$1.93M 1.98% 13

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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Moser Wealth Advisors's VHT Position: Q2 2025 in Review

Moser Wealth Advisors increased its Vanguard Health Care ETF (VHT) stake by 2.3% in Q2 2025, buying an estimated $99.1K and bringing the position to 18,156 shares worth $4.51M. The position accounts for 2.16% of the portfolio, ranked #13.

Moser Wealth Advisors first reported a position in VHT in Q4 2019 and has held it in 22 quarters since. The position peaked at $4.82M in Q3 2024. 1,016 funds tracked by Wall St. Rank hold VHT as of Q2 2025.

  • Moser Wealth Advisors held 18,156 shares of Vanguard Health Care ETF worth $4.51M as of Q2 2025.
  • Moser Wealth Advisors bought 401 Vanguard Health Care ETF shares in Q2 2025, an estimated $99.1K.
  • Vanguard Health Care ETF made up 2.16% of Moser Wealth Advisors's portfolio in Q2 2025, its #13 holding.
  • Moser Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 22 quarters since.
  • Moser Wealth Advisors's Vanguard Health Care ETF position peaked at $4.82M in Q3 2024.
  • 1,016 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.