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Pathway Financial Advisers’s Vanguard Health Care ETF VHT Stock Holding History

Pathway Financial Advisers’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
2025
Q4 		– Sell
-175
Closed -$45.1K – 343
2025
Q3 		$45.1K Buy
+175
New +$43.9K 0.01% 238
2025
Q1 		– Sell
-301
Closed -$76.3K – 403
2024
Q4 		$76.3K Buy
301
+13
+5% +$3.5K 0.03% 204
2024
Q3 		$81.2K Sell
288
-1
-0.3% -$278 0.04% 160
2024
Q2 		$76.3K Buy
289
+3
+1% +$786 0.03% 203
2024
Q1 		$77.6K Sell
286
-25
-8% -$6.57K 0.03% 201
2023
Q4 		$77.9K Sell
311
-88
-22% -$20.8K 0.03% 198
2023
Q3 		$93.7K Buy
+399
New +$97.3K 0.04% 191
2023
Q1 		$140K Sell
586
-250
-30% -$60.2K 0.06% 171
2022
Q4 		$207K Buy
+836
New +$203K 0.08% 157

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pathway Financial Advisers's VHT Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Vanguard Health Care ETF (VHT) in Q4 2025, closing a stake of 175 shares — an estimated $45.1K sold.

Pathway Financial Advisers first reported a position in VHT in Q4 2022 and held it in 9 quarters. The position peaked at $207K in Q4 2022. 1,131 funds tracked by Wall St. Rank hold VHT as of Q4 2025.

  • Pathway Financial Advisers reported no remaining Vanguard Health Care ETF position as of Q4 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 175 Vanguard Health Care ETF shares in Q4 2025, an estimated $45.1K.
  • Pathway Financial Advisers first reported a position in Vanguard Health Care ETF in Q4 2022 and held it in 9 quarters.
  • Pathway Financial Advisers's Vanguard Health Care ETF position peaked at $207K in Q4 2022.
  • 1,131 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.