MAS
VHT icon

MPWM Advisory Solutions’s Vanguard Health Care ETF VHT Stock Holding History

MPWM Advisory Solutions’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 		$227K Buy
832
+699
+526% +$200K 0.12% 94
2025
Q4 		$38.3K Hold
133
– – 0.02% 199
2025
Q3 		$34.5K Buy
133
+20
+18% +$5.02K 0.02% 195
2025
Q2 		$28.1K Sell
113
-131
-54% -$32.4K 0.02% 206
2025
Q1 		$64.6K Buy
244
+6
+3% +$1.6K 0.05% 126
2024
Q4 		$60.4K Buy
+238
New +$64.1K 0.04% 136

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

MPWM Advisory Solutions's VHT Position: Q1 2026 in Review

MPWM Advisory Solutions increased its Vanguard Health Care ETF (VHT) stake by 526% in Q1 2026, buying an estimated $200K and bringing the position to 832 shares worth $227K. The position accounts for 0.12% of the portfolio, ranked #94.

MPWM Advisory Solutions first reported a position in VHT in Q4 2024 and has held it in 6 quarters since. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • MPWM Advisory Solutions held 832 shares of Vanguard Health Care ETF worth $227K as of Q1 2026.
  • MPWM Advisory Solutions bought 699 Vanguard Health Care ETF shares in Q1 2026, an estimated $200K.
  • Vanguard Health Care ETF made up 0.12% of MPWM Advisory Solutions's portfolio in Q1 2026, its #94 holding.
  • MPWM Advisory Solutions first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.