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Paragon Financial Partners’s Vanguard Health Care ETF VHT Stock Holding History

Paragon Financial Partners’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 		$9.27M Buy
33,343
+3,850
+13% +$1.1M 5.25% 6
2025
Q4 		$8.49M Buy
29,493
+121
+0.4% +$33.8K 5.22% 6
2025
Q3 		$7.62M Sell
29,372
-105
-0.4% -$26.3K 4.81% 6
2025
Q2 		$7.32M Buy
29,477
+759
+3% +$188K 5% 6
2025
Q1 		$7.6M Sell
28,718
-42
-0.1% -$11.2K 5.96% 6
2024
Q4 		$7.3M Sell
28,760
-658
-2% -$177K 5.49% 6
2024
Q3 		$8.3M Sell
29,418
-912
-3% -$253K 6.08% 5
2024
Q2 		$8.07M Buy
30,330
+1,228
+4% +$322K 6.29% 5
2024
Q1 		$7.87M Buy
29,102
+1,853
+7% +$487K 6.48% 5
2023
Q4 		$6.83M Sell
27,249
-198
-0.7% -$46.9K 6.56% 4
2023
Q3 		$6.45M Buy
27,447
+330
+1% +$80.4K 6.7% 4
2023
Q2 		$6.64M Buy
27,117
+16
+0.1% +$3.89K 6.27% 4
2023
Q1 		$6.46M Sell
27,101
-191
-0.7% -$46K 6.77% 4
2022
Q4 		$6.77M Buy
27,292
+367
+1% +$89K 7.49% 3
2022
Q3 		$6.02M Buy
26,925
+171
+0.6% +$40.8K 6.78% 4
2022
Q2 		$6.3M Buy
26,754
+1,252
+5% +$302K 6.47% 4
2022
Q1 		$6.49M Buy
25,502
+123
+0.5% +$30.4K 5.65% 5
2021
Q4 		$6.76M Buy
+25,379
New +$6.47M 5.55% 5

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

Paragon Financial Partners's VHT Position: Q1 2026 in Review

Paragon Financial Partners increased its Vanguard Health Care ETF (VHT) stake by 13% in Q1 2026, buying an estimated $1.1M and bringing the position to 33,343 shares worth $9.27M. The position accounts for 5.25% of the portfolio, ranked #6.

Paragon Financial Partners first reported a position in VHT in Q4 2021 and has held it in 18 quarters since. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Paragon Financial Partners held 33,343 shares of Vanguard Health Care ETF worth $9.27M as of Q1 2026.
  • Paragon Financial Partners bought 3,850 Vanguard Health Care ETF shares in Q1 2026, an estimated $1.1M.
  • Vanguard Health Care ETF made up 5.25% of Paragon Financial Partners's portfolio in Q1 2026, its #6 holding.
  • Paragon Financial Partners first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Paragon Financial Partners's 13F filing for Q1 2026, filed 17 Apr 2026.