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Onyx Bridge Wealth Group’s Vanguard Health Care ETF VHT Stock Holding History

Onyx Bridge Wealth Group’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 		$4.46M Sell
16,377
-95
-0.6% -$27.2K 0.48% 54
2025
Q4 		$4.74M Buy
16,472
+20
+0.1% +$5.59K 0.5% 53
2025
Q3 		$4.27M Sell
16,452
-4,198
-20% -$1.05M 0.46% 53
2025
Q2 		$5.13M Sell
20,650
-5,270
-20% -$1.3M 0.68% 36
2025
Q1 		$6.86M Sell
25,920
-3,265
-11% -$870K 0.98% 25
2024
Q4 		$7.4M Sell
29,185
-577
-2% -$155K 1.07% 28
2024
Q3 		$8.4M Sell
29,762
-809
-3% -$225K 1.27% 18
2024
Q2 		$8.13M Sell
30,571
-732
-2% -$192K 1.34% 18
2024
Q1 		$7.99M Sell
31,303
-772
-2% -$203K 1.43% 16
2023
Q4 		$8.04M Buy
32,075
+82
+0.3% +$19.4K 1.62% 20
2023
Q3 		$7.52M Sell
31,993
-55
-0.2% -$13.4K 1.76% 14
2023
Q2 		$7.85M Buy
32,048
+29,752
+1,296% +$7.24M 1.88% 14
2023
Q1 		$548K Sell
2,296
-10
-0.4% -$2.41K 0.22% 84
2022
Q4 		$572K Hold
2,306
– – 0.23% 71
2022
Q3 		$517K Sell
2,306
-3
-0.1% -$716 0.24% 74
2022
Q2 		$554K Buy
2,309
+42
+2% +$10.1K 0.25% 55
2022
Q1 		$550K Hold
2,267
– – 0.21% 61
2021
Q4 		$600K Buy
2,267
+731
+48% +$186K 0.2% 62
2021
Q3 		$379K Buy
+1,536
New +$394K 0.14% 86

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

Onyx Bridge Wealth Group's VHT Position: Q1 2026 in Review

Onyx Bridge Wealth Group reduced its Vanguard Health Care ETF (VHT) stake by 0.58% in Q1 2026, selling an estimated $27.2K and leaving 16,377 shares worth $4.46M. The position accounts for 0.48% of the portfolio, ranked #54.

Onyx Bridge Wealth Group first reported a position in VHT in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.4M in Q3 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Onyx Bridge Wealth Group held 16,377 shares of Vanguard Health Care ETF worth $4.46M as of Q1 2026.
  • Onyx Bridge Wealth Group sold 95 Vanguard Health Care ETF shares in Q1 2026, an estimated $27.2K.
  • Vanguard Health Care ETF made up 0.48% of Onyx Bridge Wealth Group's portfolio in Q1 2026, its #54 holding.
  • Onyx Bridge Wealth Group first reported a position in Vanguard Health Care ETF in Q3 2021 and has held it in 19 quarters since.
  • Onyx Bridge Wealth Group's Vanguard Health Care ETF position peaked at $8.4M in Q3 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.