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NFP Retirement Inc’s Vanguard Health Care ETF VHT Stock Holding History

NFP Retirement 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 		$1.65M Sell
6,041
-69
-1% -$19.7K 0.1% 115
2025
Q4 		$1.76M Sell
6,110
-662
-10% -$185K 0.11% 110
2025
Q3 		$1.76M Sell
6,772
-5,388
-44% -$1.35M 0.11% 103
2025
Q2 		$3.02M Sell
12,160
-134
-1% -$33.1K 0.2% 73
2025
Q1 		$3.25M Sell
12,294
-88
-0.7% -$23.4K 0.26% 57
2024
Q4 		$3.14M Sell
12,382
-93
-0.7% -$25.1K 0.25% 59
2024
Q3 		$3.52M Sell
12,475
-5
-0% -$1.39K 0.29% 55
2024
Q2 		$3.32M Buy
12,480
+145
+1% +$38K 0.28% 54
2024
Q1 		$3.34M Buy
12,335
+1,068
+9% +$281K 0.29% 56
2023
Q4 		$2.82M Buy
11,267
+19
+0.2% +$4.5K 0.48% 47
2023
Q3 		$2.64M Sell
11,248
-92
-0.8% -$22.4K 0.51% 45
2023
Q2 		$2.78M Sell
11,340
-84
-0.7% -$20.4K 0.52% 46
2023
Q1 		$2.72M Buy
11,424
+1,047
+10% +$252K 0.54% 45
2022
Q4 		$2.57M Buy
10,377
+564
+6% +$137K 0.57% 45
2022
Q3 		$2.2M Buy
9,813
+546
+6% +$130K 0.54% 53
2022
Q2 		$2.18M Buy
9,267
+161
+2% +$38.8K 0.55% 48
2022
Q1 		$2.32M Buy
9,106
+6,128
+206% +$1.51M 0.55% 49
2021
Q4 		$794K Buy
2,978
+698
+31% +$178K 0.28% 58
2021
Q3 		$564K Buy
2,280
+184
+9% +$47.2K 0.23% 73
2021
Q2 		$518K Buy
2,096
+104
+5% +$24.9K 0.2% 82
2021
Q1 		$456K Sell
1,992
-23
-1% -$5.28K 0.2% 78
2020
Q4 		$451K Buy
2,015
+94
+5% +$20.1K 0.28% 68
2020
Q3 		$392K Buy
1,921
+69
+4% +$14K 0.26% 67
2020
Q2 		$357K Buy
1,852
+107
+6% +$20.1K 0.26% 62
2020
Q1 		$290K Buy
1,745
+133
+8% +$24.3K 0.28% 59
2019
Q4 		$308K Buy
+1,612
New +$289K 0.29% 63

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

NFP Retirement Inc's VHT Position: Q1 2026 in Review

NFP Retirement Inc reduced its Vanguard Health Care ETF (VHT) stake by 1.1% in Q1 2026, selling an estimated $19.7K and leaving 6,041 shares worth $1.65M. The position accounts for 0.1% of the portfolio, ranked #115.

NFP Retirement Inc first reported a position in VHT in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.52M in Q3 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • NFP Retirement Inc held 6,041 shares of Vanguard Health Care ETF worth $1.65M as of Q1 2026.
  • NFP Retirement Inc sold 69 Vanguard Health Care ETF shares in Q1 2026, an estimated $19.7K.
  • Vanguard Health Care ETF made up 0.1% of NFP Retirement Inc's portfolio in Q1 2026, its #115 holding.
  • NFP Retirement Inc first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 26 quarters since.
  • NFP Retirement Inc's Vanguard Health Care ETF position peaked at $3.52M in Q3 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.