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New Perspectives Inc’s Vanguard Health Care ETF VHT Stock Holding History

New Perspectives Inc’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 		$387K Sell
1,422
-50
-3% -$14.3K 0.13% 24
2025
Q4 		$424K Sell
1,472
-180
-11% -$50.3K 0.15% 23
2025
Q3 		$429K Sell
1,652
-180
-10% -$45.2K 0.19% 24
2025
Q2 		$455K Hold
1,832
– – 0.23% 21
2025
Q1 		$485K Hold
1,832
– – 0.26% 20
2024
Q4 		$465K Hold
1,832
– – 0.25% 19
2024
Q3 		$517K Hold
1,832
– – 0.28% 19
2024
Q2 		$487K Hold
1,832
– – 0.26% 16
2024
Q1 		$496K Buy
+1,832
New +$481K 0.27% 16
2022
Q4 		$578K Sell
2,332
-100
-4% -$24.2K 0.44% 15
2022
Q3 		$544K Sell
2,432
-100
-4% -$23.9K 0.47% 13
2022
Q2 		$596K Hold
2,532
– – 0.49% 14
2022
Q1 		$644K Sell
2,532
-390
-13% -$96.4K 0.46% 14
2021
Q4 		$778K Hold
2,922
– – 0.55% 14
2021
Q3 		$722K Hold
2,922
– – 0.53% 14
2021
Q2 		$722K Buy
+2,922
New +$698K 0.56% 14

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

New Perspectives Inc's VHT Position: Q1 2026 in Review

New Perspectives Inc reduced its Vanguard Health Care ETF (VHT) stake by 3.4% in Q1 2026, selling an estimated $14.3K and leaving 1,422 shares worth $387K. The position accounts for 0.13% of the portfolio, ranked #24.

New Perspectives Inc first reported a position in VHT in Q2 2021 and has held it in 16 quarters since. The position peaked at $778K in Q4 2021. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • New Perspectives Inc held 1,422 shares of Vanguard Health Care ETF worth $387K as of Q1 2026.
  • New Perspectives Inc sold 50 Vanguard Health Care ETF shares in Q1 2026, an estimated $14.3K.
  • Vanguard Health Care ETF made up 0.13% of New Perspectives Inc's portfolio in Q1 2026, its #24 holding.
  • New Perspectives Inc first reported a position in Vanguard Health Care ETF in Q2 2021 and has held it in 16 quarters since.
  • New Perspectives Inc's Vanguard Health Care ETF position peaked at $778K in Q4 2021.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on New Perspectives Inc's 13F filing for Q1 2026, filed 21 Apr 2026.