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Pinnacle Family Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Pinnacle Family Advisors’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
Q1 		– Sell
-1,370
Closed -$348K – 124
2024
Q4 		$348K Sell
1,370
-863
-39% -$233K 0.17% 87
2024
Q3 		$630K Buy
2,233
+24
+1% +$6.67K 0.33% 60
2024
Q2 		$588K Buy
2,209
+29
+1% +$7.6K 0.32% 53
2024
Q1 		$590K Sell
2,180
-9
-0.4% -$2.36K 0.31% 51
2023
Q4 		$549K Sell
2,189
-35
-2% -$8.29K 0.32% 50
2023
Q3 		$523K Buy
2,224
+52
+2% +$12.7K 0.3% 50
2023
Q2 		$532K Sell
2,172
-142
-6% -$34.5K 0.29% 63
2023
Q1 		$552K Sell
2,314
-2
-0.1% -$481 0.34% 56
2022
Q4 		$574K Buy
2,316
+586
+34% +$142K 0.41% 46
2022
Q3 		$387K Buy
1,730
+853
+97% +$204K 0.34% 48
2022
Q2 		$207K Buy
+877
New +$211K 0.17% 84
2019
Q1 		– Sell
-16,830
Closed -$2.7M – 79
2018
Q4 		$2.7M Sell
16,830
-17,140
-50% -$2.9M 1.82% 15
2018
Q3 		$6.13M Buy
+33,970
New +$5.84M 3.24% 7
2017
Q4 		– Sell
-18,405
Closed -$2.8M – 82
2017
Q3 		$2.8M Buy
+18,405
New +$2.75M 1.32% 24
2017
Q2 		– Sell
-6,145
Closed -$847K – 84
2017
Q1 		$847K Buy
+6,145
New +$828K 0.52% 38

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pinnacle Family Advisors's VHT Position: Q1 2025 in Review

Pinnacle Family Advisors sold out of Vanguard Health Care ETF (VHT) in Q1 2025, closing a stake of 1,370 shares — an estimated $348K sold.

Pinnacle Family Advisors first reported a position in VHT in Q1 2017 and held it in 15 quarters. The position peaked at $6.13M in Q3 2018. 1,059 funds tracked by Wall St. Rank hold VHT as of Q1 2025.

  • Pinnacle Family Advisors reported no remaining Vanguard Health Care ETF position as of Q1 2025 after selling out during the quarter.
  • Pinnacle Family Advisors sold 1,370 Vanguard Health Care ETF shares in Q1 2025, an estimated $348K.
  • Pinnacle Family Advisors first reported a position in Vanguard Health Care ETF in Q1 2017 and held it in 15 quarters.
  • Pinnacle Family Advisors's Vanguard Health Care ETF position peaked at $6.13M in Q3 2018.
  • 1,059 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2025.

Based on Pinnacle Family Advisors's 13F filing for Q1 2025, filed 15 May 2025.