PFA
VHT icon

Perryman Financial Advisory’s Vanguard Health Care ETF VHT Stock Holding History

Perryman Financial Advisory’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 		$463K Buy
1,701
+1
+0.1% +$286 0.07% 129
2025
Q4 		$489K Buy
+1,700
New +$475K 0.07% 125

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

Perryman Financial Advisory's VHT Position: Q1 2026 in Review

Perryman Financial Advisory increased its Vanguard Health Care ETF (VHT) stake by 0.06% in Q1 2026, buying an estimated $286 and bringing the position to 1,701 shares worth $463K. The position accounts for 0.07% of the portfolio, ranked #129.

Perryman Financial Advisory first reported a position in VHT in Q4 2025 and has held it in 2 quarters since. The position peaked at $489K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Perryman Financial Advisory held 1,701 shares of Vanguard Health Care ETF worth $463K as of Q1 2026.
  • Perryman Financial Advisory bought 1 Vanguard Health Care ETF share in Q1 2026, an estimated $286.
  • Vanguard Health Care ETF made up 0.07% of Perryman Financial Advisory's portfolio in Q1 2026, its #129 holding.
  • Perryman Financial Advisory first reported a position in Vanguard Health Care ETF in Q4 2025 and has held it in 2 quarters since.
  • Perryman Financial Advisory's Vanguard Health Care ETF position peaked at $489K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Perryman Financial Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.