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Petix & Botte Financial’s Vanguard Health Care ETF VHT Stock Holding History

Petix & Botte Financial’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 		$1.82M Sell
3,337
-3,037
-48% -$868K 0.4% 45
2025
Q4 		$1.83M Sell
6,374
-330
-5% -$92.2K 0.42% 44
2025
Q3 		$1.74M Sell
6,704
-724
-10% -$182K 0.4% 44
2025
Q2 		$1.84M Hold
7,428
– – 0.45% 41
2025
Q1 		$1.97M Sell
7,428
-132
-2% -$35.2K 0.52% 38
2024
Q4 		$1.92M Sell
7,560
-832
-10% -$224K 0.5% 41
2024
Q3 		$2.37M Hold
8,392
– – 0.63% 27
2024
Q2 		$2.23M Buy
8,392
+4,193
+100% +$1.1M 0.63% 27
2024
Q1 		$1.14M Sell
4,199
-4,055
-49% -$1.07M 0.28% 62
2023
Q4 		$2.07M Sell
8,254
-144
-2% -$34.1K 0.61% 27
2023
Q3 		$1.97M Sell
8,398
-56
-0.7% -$13.7K 0.62% 26
2023
Q2 		$2.07M Buy
8,454
+4,119
+95% +$1M 0.64% 26
2023
Q1 		$1.03M Buy
+4,335
New +$1.04M 0.7% 28
2022
Q3 		$993K Sell
4,438
-60
-1% -$14.3K 0.76% 27
2022
Q2 		$1.06M Sell
4,498
-4,610
-51% -$1.11M 0.78% 28
2022
Q1 		$2.32M Buy
9,108
+4,554
+100% +$1.13M 0.71% 27
2021
Q4 		$1.21M Sell
4,554
-4,564
-50% -$1.16M 0.77% 28
2021
Q3 		$2.25M Buy
9,118
+5,011
+122% +$1.29M 0.76% 28
2021
Q2 		$1.01M Buy
4,107
+165
+4% +$39.4K 0.71% 34
2021
Q1 		$902K Sell
3,942
-287
-7% -$65.8K 0.67% 35
2020
Q4 		$946K Sell
4,229
-160
-4% -$34.2K 0.71% 30
2020
Q3 		$894K Sell
4,389
-4,731
-52% -$957K 0.71% 29
2020
Q2 		$879K Buy
9,120
+4,585
+101% +$860K 0.72% 29
2020
Q1 		$753K Sell
4,535
-554
-11% -$101K 0.73% 30
2019
Q4 		$976K Buy
+5,089
New +$913K 0.77% 33

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

Petix & Botte Financial's VHT Position: Q1 2026 in Review

Petix & Botte Financial reduced its Vanguard Health Care ETF (VHT) stake by 48% in Q1 2026, selling an estimated $868K and leaving 3,337 shares worth $1.82M. The position accounts for 0.4% of the portfolio, ranked #45.

Petix & Botte Financial first reported a position in VHT in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.37M in Q3 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Petix & Botte Financial held 3,337 shares of Vanguard Health Care ETF worth $1.82M as of Q1 2026.
  • Petix & Botte Financial sold 3,037 Vanguard Health Care ETF shares in Q1 2026, an estimated $868K.
  • Vanguard Health Care ETF made up 0.4% of Petix & Botte Financial's portfolio in Q1 2026, its #45 holding.
  • Petix & Botte Financial first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 25 quarters since.
  • Petix & Botte Financial's Vanguard Health Care ETF position peaked at $2.37M in Q3 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.