Oxford Financial Group’s Vanguard Health Care ETF VHT Stock Holding History

Oxford Financial 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	$343K	Hold	1,261	–	–	0.02%	203
2025 Q4	$363K	Buy	1,261 +1,155	+1,090%	+$323K	0.02%	175
2025 Q3	$27.5K	Hold	106	–	–	﹤0.01%	251
2025 Q2	$26.3K	Hold	106	–	–	﹤0.01%	238
2025 Q1	$28.1K	Hold	106	–	–	﹤0.01%	240
2024 Q4	$26.9K	Hold	106	–	–	﹤0.01%	275
2024 Q3	$29.9K	Hold	106	–	–	﹤0.01%	268
2024 Q2	$28.2K	Hold	106	–	–	﹤0.01%	291
2024 Q1	$28.7K	Hold	106	–	–	﹤0.01%	255
2023 Q4	$26.6K	Hold	106	–	–	﹤0.01%	273
2023 Q3	$24.9K	Hold	106	–	–	﹤0.01%	250
2023 Q2	$26K	Sell	106 -17	-14%	-$4.14K	﹤0.01%	270
2023 Q1	$29.3K	Hold	123	–	–	﹤0.01%	229
2022 Q4	$30.5K	Hold	123	–	–	﹤0.01%	229
2022 Q3	$28K	Hold	123	–	–	﹤0.01%	210
2022 Q2	$29K	Buy	+123	New	+$29.6K	﹤0.01%	233

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oxford Financial Group's VHT Position: Q1 2026 in Review

Oxford Financial Group held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 1,261 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #203.

Oxford Financial Group first reported a position in VHT in Q2 2022 and has held it in 16 quarters since. The position peaked at $363K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Oxford Financial Group held 1,261 shares of Vanguard Health Care ETF worth $343K as of Q1 2026.
Oxford Financial Group left its Vanguard Health Care ETF share count unchanged in Q1 2026.
Vanguard Health Care ETF made up 0.02% of Oxford Financial Group's portfolio in Q1 2026, its #203 holding.
Oxford Financial Group first reported a position in Vanguard Health Care ETF in Q2 2022 and has held it in 16 quarters since.
Oxford Financial Group's Vanguard Health Care ETF position peaked at $363K in Q4 2025.
1,086 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.