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Pacific Sun Financial’s Vanguard Health Care ETF VHT Stock Holding History

Pacific Sun Financial’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 		$639K Buy
2,348
+140
+6% +$40K 0.31% 100
2025
Q4 		$636K Sell
2,208
-20
-0.9% -$5.59K 0.31% 94
2025
Q3 		$578K Sell
2,228
-30
-1% -$7.53K 0.28% 106
2025
Q2 		$561K Buy
2,258
+56
+3% +$13.8K 0.29% 104
2025
Q1 		$583K Sell
2,202
-13
-0.6% -$3.46K 0.33% 90
2024
Q4 		$562K Buy
2,215
+40
+2% +$10.8K 0.31% 99
2024
Q3 		$614K Sell
2,175
-6
-0.3% -$1.67K 0.34% 91
2024
Q2 		$580K Buy
2,181
+11
+0.5% +$2.88K 0.34% 93
2024
Q1 		$587K Hold
2,170
– – 0.34% 93
2023
Q4 		$544K Hold
2,170
– – 0.34% 93
2023
Q3 		$510K Hold
2,170
– – 0.35% 91
2023
Q2 		$517K Buy
+2,170
New +$528K 0.35% 94
2022
Q4 		$539K Buy
2,173
+5
+0.2% +$1.21K 0.38% 80
2022
Q3 		$485K Buy
2,168
+5
+0.2% +$1.19K 0.34% 95
2022
Q2 		$509K Buy
2,163
+88
+4% +$21.2K 0.34% 97
2022
Q1 		$528K Buy
2,075
+130
+7% +$32.1K 0.29% 104
2021
Q4 		$518K Hold
1,945
– – 0.28% 107
2021
Q3 		$481K Buy
+1,945
New +$499K 0.28% 105
2020
Q3 		$392K Buy
1,923
+40
+2% +$8.1K 0.33% 92
2020
Q2 		$363K Hold
1,883
– – 0.33% 97
2020
Q1 		$313K Buy
1,883
+20
+1% +$3.65K 0.36% 93
2019
Q4 		$357K Hold
1,863
– – 0.31% 101
2019
Q3 		$312K Buy
1,863
+20
+1% +$3.42K 0.29% 104
2019
Q2 		$321K Buy
+1,843
New +$311K 0.31% 104
2018
Q2 		$311K Buy
1,820
+20
+1% +$3.15K 0.32% 94
2018
Q1 		$276K Buy
+1,800
New +$287K 0.36% 89

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

Pacific Sun Financial's VHT Position: Q1 2026 in Review

Pacific Sun Financial increased its Vanguard Health Care ETF (VHT) stake by 6.3% in Q1 2026, buying an estimated $40K and bringing the position to 2,348 shares worth $639K. The position accounts for 0.31% of the portfolio, ranked #100.

Pacific Sun Financial first reported a position in VHT in Q1 2018 and has held it in 26 quarters since. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Pacific Sun Financial held 2,348 shares of Vanguard Health Care ETF worth $639K as of Q1 2026.
  • Pacific Sun Financial bought 140 Vanguard Health Care ETF shares in Q1 2026, an estimated $40K.
  • Vanguard Health Care ETF made up 0.31% of Pacific Sun Financial's portfolio in Q1 2026, its #100 holding.
  • Pacific Sun Financial first reported a position in Vanguard Health Care ETF in Q1 2018 and has held it in 26 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.