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Novak & Powell Financial Services’s Vanguard Health Care ETF VHT Stock Holding History

Novak & Powell Financial Services’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 		$1.75M Buy
6,422
+57
+0.9% +$16.3K 0.94% 23
2025
Q4 		$1.83M Sell
6,365
-70
-1% -$19.6K 0.96% 23
2025
Q3 		$1.67M Buy
6,435
+2,951
+85% +$740K 0.88% 28
2025
Q2 		$865K Sell
3,484
-2,912
-46% -$720K 0.6% 36
2025
Q1 		$1.69M Buy
6,396
+138
+2% +$36.8K 1.05% 21
2024
Q4 		$1.59M Buy
6,258
+31
+0.5% +$8.35K 0.95% 25
2024
Q3 		$1.76M Buy
6,227
+50
+0.8% +$13.9K 1.02% 24
2024
Q2 		$1.64M Sell
6,177
-2
-0% -$524 1.02% 25
2024
Q1 		$846K Buy
6,179
+24
+0.4% +$6.3K 0.63% 39
2023
Q4 		$1.55M Buy
+6,155
New +$1.46M 1.04% 26

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

Novak & Powell Financial Services's VHT Position: Q1 2026 in Review

Novak & Powell Financial Services increased its Vanguard Health Care ETF (VHT) stake by 0.9% in Q1 2026, buying an estimated $16.3K and bringing the position to 6,422 shares worth $1.75M. The position accounts for 0.94% of the portfolio, ranked #23.

Novak & Powell Financial Services first reported a position in VHT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.83M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Novak & Powell Financial Services held 6,422 shares of Vanguard Health Care ETF worth $1.75M as of Q1 2026.
  • Novak & Powell Financial Services bought 57 Vanguard Health Care ETF shares in Q1 2026, an estimated $16.3K.
  • Vanguard Health Care ETF made up 0.94% of Novak & Powell Financial Services's portfolio in Q1 2026, its #23 holding.
  • Novak & Powell Financial Services first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 10 quarters since.
  • Novak & Powell Financial Services's Vanguard Health Care ETF position peaked at $1.83M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.