Richmond Brothers’s Vanguard Health Care ETF VHT Stock Holding History

Richmond Brothers’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	$6.48M	Sell	23,807 -560	-2%	-$160K	4.32%	8
2025 Q4	$7.01M	Buy	24,367 +10,534	+76%	+$2.94M	4.46%	3
2025 Q3	$3.59M	Sell	13,833 -156	-1%	-$39.1K	2.27%	15
2025 Q2	$3.47M	Sell	13,989 -308	-2%	-$76.1K	2.28%	15
2025 Q1	$3.78M	Buy	14,297 +785	+6%	+$209K	2.39%	14
2024 Q4	$3.43M	Sell	13,512 -10,068	-43%	-$2.71M	2.2%	19
2024 Q3	$6.65M	Buy	+23,580	New	+$6.55M	4.1%	11

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

Richmond Brothers's VHT Position: Q1 2026 in Review

Richmond Brothers reduced its Vanguard Health Care ETF (VHT) stake by 2.3% in Q1 2026, selling an estimated $160K and leaving 23,807 shares worth $6.48M. The position accounts for 4.32% of the portfolio, ranked #8.

Richmond Brothers first reported a position in VHT in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.01M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Richmond Brothers held 23,807 shares of Vanguard Health Care ETF worth $6.48M as of Q1 2026.
Richmond Brothers sold 560 Vanguard Health Care ETF shares in Q1 2026, an estimated $160K.
Vanguard Health Care ETF made up 4.32% of Richmond Brothers's portfolio in Q1 2026, its #8 holding.
Richmond Brothers first reported a position in Vanguard Health Care ETF in Q3 2024 and has held it in 7 quarters since.
Richmond Brothers's Vanguard Health Care ETF position peaked at $7.01M in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Richmond Brothers's 13F filing for Q1 2026, filed 11 May 2026.