Per Stirling Capital Management’s Vanguard Health Care ETF VHT Stock Holding History

Per Stirling Capital Management’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
2024 Q4	–	Sell	-2,068	Closed	-$583K	–	278
2024 Q3	$583K	Sell	2,068 -63	-3%	-$17.5K	0.08%	161
2024 Q2	$567K	Sell	2,131 -473	-18%	-$124K	0.09%	143
2024 Q1	$705K	Sell	2,604 -64	-2%	-$16.8K	0.12%	112
2023 Q4	$669K	Buy	2,668 +5	+0.2%	+$1.18K	0.12%	103
2023 Q3	$626K	Buy	2,663 +64	+2%	+$15.6K	0.13%	99
2023 Q2	$636K	Buy	2,599 +38	+1%	+$9.24K	0.13%	98
2023 Q1	$611K	Sell	2,561 -6,586	-72%	-$1.58M	0.13%	95
2022 Q4	$2.27M	Buy	+9,147	New	+$2.22M	0.41%	48

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Per Stirling Capital Management's VHT Position: Q4 2024 in Review

Per Stirling Capital Management sold out of Vanguard Health Care ETF (VHT) in Q4 2024, closing a stake of 2,068 shares — an estimated $583K sold.

Per Stirling Capital Management first reported a position in VHT in Q4 2022 and held it in 8 quarters. The position peaked at $2.27M in Q4 2022. 1,058 funds tracked by Wall St. Rank hold VHT as of Q4 2024.

Per Stirling Capital Management reported no remaining Vanguard Health Care ETF position as of Q4 2024 after selling out during the quarter.
Per Stirling Capital Management sold 2,068 Vanguard Health Care ETF shares in Q4 2024, an estimated $583K.
Per Stirling Capital Management first reported a position in Vanguard Health Care ETF in Q4 2022 and held it in 8 quarters.
Per Stirling Capital Management's Vanguard Health Care ETF position peaked at $2.27M in Q4 2022.
1,058 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2024.

Based on Per Stirling Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.