Red Mountain Financial’s Vanguard Health Care ETF VHT Stock Holding History

Red Mountain 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	$849K	Buy	3,119 +75	+2%	+$21.4K	0.8%	32
2025 Q4	$876K	Buy	3,044 +68	+2%	+$19K	0.86%	31
2025 Q3	$773K	Sell	2,976 -1,383	-32%	-$347K	0.78%	34
2025 Q2	$1.08M	Buy	4,359 +899	+26%	+$222K	1.2%	25
2025 Q1	$916K	Buy	3,460 +1,799	+108%	+$479K	1.12%	27
2024 Q4	$421K	Sell	1,661 -405	-20%	-$109K	0.45%	38
2024 Q3	$583K	Sell	2,066 -45	-2%	-$12.5K	0.62%	34
2024 Q2	$562K	Buy	+2,111	New	+$553K	0.68%	34
2023 Q4	$532K	Buy	+2,123	New	+$503K	0.82%	33

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

Red Mountain Financial's VHT Position: Q1 2026 in Review

Red Mountain Financial increased its Vanguard Health Care ETF (VHT) stake by 2.5% in Q1 2026, buying an estimated $21.4K and bringing the position to 3,119 shares worth $849K. The position accounts for 0.8% of the portfolio, ranked #32.

Red Mountain Financial first reported a position in VHT in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.08M in Q2 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Red Mountain Financial held 3,119 shares of Vanguard Health Care ETF worth $849K as of Q1 2026.
Red Mountain Financial bought 75 Vanguard Health Care ETF shares in Q1 2026, an estimated $21.4K.
Vanguard Health Care ETF made up 0.8% of Red Mountain Financial's portfolio in Q1 2026, its #32 holding.
Red Mountain Financial first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 9 quarters since.
Red Mountain Financial's Vanguard Health Care ETF position peaked at $1.08M in Q2 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Red Mountain Financial's 13F filing for Q1 2026, filed 28 Apr 2026.