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Plan Group Financial’s Vanguard Health Care ETF VHT Stock Holding History

Plan Group 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 		– Sell
-1,249
Closed -$360K – 241
2025
Q4 		$360K Buy
+1,249
New +$349K 0.09% 133

Other funds holding VHT

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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

Plan Group Financial's VHT Position: Q1 2026 in Review

Plan Group Financial sold out of Vanguard Health Care ETF (VHT) in Q1 2026, closing a stake of 1,249 shares — an estimated $360K sold.

Plan Group Financial first reported a position in VHT in Q4 2025 and held it in 1 quarter. The position peaked at $360K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Plan Group Financial reported no remaining Vanguard Health Care ETF position as of Q1 2026 after selling out during the quarter.
  • Plan Group Financial sold 1,249 Vanguard Health Care ETF shares in Q1 2026, an estimated $360K.
  • Plan Group Financial first reported a position in Vanguard Health Care ETF in Q4 2025 and held it in 1 quarter.
  • Plan Group Financial's Vanguard Health Care ETF position peaked at $360K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.