Progressive Investment Management’s Vanguard Health Care ETF VHT Stock Holding History

Progressive Investment 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	$163K	Hold	600	–	–	0.04%	54
2025 Q4	$173K	Hold	600	–	–	0.04%	52
2025 Q3	$156K	Hold	600	–	–	0.04%	52
2025 Q2	$149K	Hold	600	–	–	0.04%	53
2025 Q1	$159K	Hold	600	–	–	0.04%	52
2024 Q4	$152K	Hold	600	–	–	0.04%	54
2024 Q3	$169K	Hold	600	–	–	0.04%	53
2024 Q2	$160K	Hold	600	–	–	0.04%	53
2024 Q1	$162K	Hold	600	–	–	0.04%	52
2023 Q4	$150K	Sell	600 -83	-12%	-$19.7K	0.04%	52
2023 Q3	$161K	Buy	683 +83	+14%	+$20.2K	0.05%	51
2023 Q2	$147K	Hold	600	–	–	0.05%	52
2023 Q1	$143K	Hold	600	–	–	0.05%	57
2022 Q4	$149K	Buy	+600	New	+$145K	0.06%	52

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

Progressive Investment Management's VHT Position: Q1 2026 in Review

Progressive Investment Management held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 600 shares worth $163K. The position accounts for 0.04% of the portfolio, ranked #54.

Progressive Investment Management first reported a position in VHT in Q4 2022 and has held it in 14 quarters since. The position peaked at $173K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Progressive Investment Management held 600 shares of Vanguard Health Care ETF worth $163K as of Q1 2026.
Progressive Investment Management left its Vanguard Health Care ETF share count unchanged in Q1 2026.
Vanguard Health Care ETF made up 0.04% of Progressive Investment Management's portfolio in Q1 2026, its #54 holding.
Progressive Investment Management first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 14 quarters since.
Progressive Investment Management's Vanguard Health Care ETF position peaked at $173K in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Progressive Investment Management's 13F filing for Q1 2026, filed 5 May 2026.