Retirement Planning Group (Kansas)’s Vanguard Health Care ETF VHT Stock Holding History

Retirement Planning Group (Kansas)’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	$5.66M	Buy	20,768 +16,335	+368%	+$4.67M	0.18%	55
2025 Q4	$1.28M	Buy	4,433 +49	+1%	+$13.7K	0.04%	167
2025 Q3	$1.14M	Buy	4,384 +671	+18%	+$168K	0.04%	172
2025 Q2	$922K	Buy	3,713 +1,299	+54%	+$321K	0.04%	152
2025 Q1	$639K	Buy	2,414 +876	+57%	+$233K	0.03%	178
2024 Q4	$390K	Sell	1,538 -1,304	-46%	-$351K	0.02%	200
2024 Q3	$802K	Buy	+2,842	New	+$789K	0.04%	139
2023 Q4	–	Sell	-3,576	Closed	-$841K	–	195
2023 Q3	$841K	Buy	3,576 +308	+9%	+$75.1K	0.09%	63
2023 Q2	$800K	Buy	+3,268	New	+$795K	0.08%	73

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

Retirement Planning Group (Kansas)'s VHT Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its Vanguard Health Care ETF (VHT) stake by 368% in Q1 2026, buying an estimated $4.67M and bringing the position to 20,768 shares worth $5.66M. The position accounts for 0.18% of the portfolio, ranked #55.

Retirement Planning Group (Kansas) first reported a position in VHT in Q2 2023 and has held it in 9 quarters since. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Retirement Planning Group (Kansas) held 20,768 shares of Vanguard Health Care ETF worth $5.66M as of Q1 2026.
Retirement Planning Group (Kansas) bought 16,335 Vanguard Health Care ETF shares in Q1 2026, an estimated $4.67M.
Vanguard Health Care ETF made up 0.18% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #55 holding.
Retirement Planning Group (Kansas) first reported a position in Vanguard Health Care ETF in Q2 2023 and has held it in 9 quarters since.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.