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Plante Moran Financial Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Plante Moran Financial 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
2026
Q1 		$68.4K Sell
251
-423
-63% -$121K ﹤0.01% 278
2025
Q4 		$194K Hold
674
– – 0.01% 174
2025
Q3 		$175K Hold
674
– – 0.01% 178
2025
Q2 		$167K Sell
674
-128
-16% -$31.6K 0.01% 179
2025
Q1 		$212K Hold
802
– – 0.02% 165
2024
Q4 		$203K Sell
802
-9
-1% -$2.42K 0.02% 170
2024
Q3 		$229K Hold
811
– – 0.02% 166
2024
Q2 		$216K Sell
811
-222
-21% -$58.2K 0.02% 167
2024
Q1 		$279K Buy
1,033
+290
+39% +$76.2K 0.03% 136
2023
Q4 		$186K Buy
743
+60
+9% +$14.2K 0.02% 179
2023
Q3 		$161K Sell
683
-10
-1% -$2.44K 0.02% 172
2023
Q2 		$170K Sell
693
-47
-6% -$11.4K 0.02% 176
2023
Q1 		$176K Sell
740
-182
-20% -$43.8K 0.02% 160
2022
Q4 		$229K Hold
922
– – 0.03% 141
2022
Q3 		$206K Hold
922
– – 0.04% 144
2022
Q2 		$217K Sell
922
-47
-5% -$11.3K 0.04% 141
2022
Q1 		$246K Buy
969
+47
+5% +$11.6K 0.05% 142
2021
Q4 		$246K Buy
922
+423
+85% +$108K 0.04% 161
2021
Q3 		$123K Buy
499
+239
+92% +$61.3K 0.03% 240
2021
Q2 		$64K Hold
260
– – 0.02% 321
2021
Q1 		$59K Hold
260
– – 0.02% 331
2020
Q4 		$58K Buy
260
+25
+11% +$5.34K 0.02% 335
2020
Q3 		$48K Buy
+235
New +$47.6K 0.02% 328
2020
Q2 		– Sell
-79
Closed -$13K – 856
2020
Q1 		$13K Buy
+79
New +$14.4K 0.01% 468
2019
Q1 		– Sell
-250
Closed -$40K – 950
2018
Q4 		$40K Buy
+250
New +$42.4K 0.01% 335
2017
Q1 		– Sell
-20
Closed -$3K – 1036
2016
Q4 		$3K Buy
+20
New +$2.55K ﹤0.01% 817

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

Plante Moran Financial Advisors's VHT Position: Q1 2026 in Review

Plante Moran Financial Advisors reduced its Vanguard Health Care ETF (VHT) stake by 63% in Q1 2026, selling an estimated $121K and leaving 251 shares worth $68.4K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Plante Moran Financial Advisors first reported a position in VHT in Q4 2016 and has held it in 26 quarters since. The position peaked at $279K in Q1 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Plante Moran Financial Advisors held 251 shares of Vanguard Health Care ETF worth $68.4K as of Q1 2026.
  • Plante Moran Financial Advisors sold 423 Vanguard Health Care ETF shares in Q1 2026, an estimated $121K.
  • Vanguard Health Care ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #278 holding.
  • Plante Moran Financial Advisors first reported a position in Vanguard Health Care ETF in Q4 2016 and has held it in 26 quarters since.
  • Plante Moran Financial Advisors's Vanguard Health Care ETF position peaked at $279K in Q1 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.