Poehling Capital Management’s Vanguard Health Care ETF VHT Stock Holding History

Poehling Capital Management’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	-700	Closed	-$201K	–	160
2025 Q4	$201K	Buy	+700	New	+$196K	0.04%	137
2021 Q2	–	Sell	-900	Closed	-$206K	–	155
2021 Q1	$206K	Hold	900	–	–	0.07%	143
2020 Q4	$201K	Sell	900 -1,200	-57%	-$256K	0.08%	123
2020 Q3	$428K	Sell	2,100 -850	-29%	-$172K	0.22%	84
2020 Q2	$568K	Sell	2,950 -1,747	-37%	-$328K	0.31%	72
2020 Q1	$780K	Buy	+4,697	New	+$858K	0.57%	47
2018 Q3	–	Sell	-400	Closed	-$64K	–	251
2018 Q2	$64K	Hold	400	–	–	0.06%	133
2018 Q1	$61K	Hold	400	–	–	0.05%	130
2017 Q4	$62K	Buy	+400	New	+$61.4K	0.05%	133

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Poehling Capital Management's VHT Position: Q1 2026 in Review

Poehling Capital Management sold out of Vanguard Health Care ETF (VHT) in Q1 2026, closing a stake of 700 shares — an estimated $201K sold.

Poehling Capital Management first reported a position in VHT in Q4 2017 and held it in 9 quarters. The position peaked at $780K in Q1 2020. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Poehling Capital Management reported no remaining Vanguard Health Care ETF position as of Q1 2026 after selling out during the quarter.
Poehling Capital Management sold 700 Vanguard Health Care ETF shares in Q1 2026, an estimated $201K.
Poehling Capital Management first reported a position in Vanguard Health Care ETF in Q4 2017 and held it in 9 quarters.
Poehling Capital Management's Vanguard Health Care ETF position peaked at $780K in Q1 2020.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Poehling Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.