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Paladin Advisory Group’s Vanguard Health Care ETF VHT Stock Holding History

Paladin Advisory 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
2023
Q1 		– Sell
-122
Closed -$30.3K – 492
2022
Q4 		$30.3K Hold
122
– – 0.03% 180
2022
Q3 		$27K Hold
122
– – 0.02% 187
2022
Q2 		$28K Buy
+122
New +$29.4K 0.02% 190
2022
Q1 		– Sell
-122
Closed -$32K – 512
2021
Q4 		$32K Buy
+122
New +$31.1K 0.03% 199

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

Paladin Advisory Group's VHT Position: Q1 2026 in Review

Paladin Advisory Group held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 112 shares worth $30.5K. The position accounts for 0.02% of the portfolio, ranked #173.

Paladin Advisory Group first reported a position in VHT in Q1 2022 and has held it in 9 quarters since. The position peaked at $51.9K in Q3 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Paladin Advisory Group held 112 shares of Vanguard Health Care ETF worth $30.5K as of Q1 2026.
  • Paladin Advisory Group left its Vanguard Health Care ETF share count unchanged in Q1 2026.
  • Vanguard Health Care ETF made up 0.02% of Paladin Advisory Group's portfolio in Q1 2026, its #173 holding.
  • Paladin Advisory Group first reported a position in Vanguard Health Care ETF in Q1 2022 and has held it in 9 quarters since.
  • Paladin Advisory Group's Vanguard Health Care ETF position peaked at $51.9K in Q3 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.