RMR Wealth Builders’s Vanguard Health Care ETF VHT Stock Holding History

RMR Wealth Builders’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
2025 Q4	–	Sell	-1,409	Closed	-$366K	–	296
2025 Q3	$366K	Buy	1,409 +2	+0.1%	+$502	0.03%	211
2025 Q2	$349K	Sell	1,407 -2	-0.1%	-$494	0.03%	205
2025 Q1	$373K	Buy	+1,409	New	+$375K	0.04%	177
2024 Q2	–	Sell	-1,419	Closed	-$384K	–	262
2024 Q1	$384K	Buy	1,419 +104	+8%	+$27.3K	0.05%	176
2023 Q4	$330K	Sell	1,315 -85	-6%	-$20.1K	0.05%	184
2023 Q3	$329K	Buy	1,400 +7	+0.5%	+$1.71K	0.05%	172
2023 Q2	$342K	Sell	1,393 -82	-6%	-$19.9K	0.06%	155
2023 Q1	$352K	Buy	+1,475	New	+$355K	0.07%	145
2021 Q2	–	Sell	-159	Closed	-$36K	–	686
2021 Q1	$36K	Buy	+159	New	+$36.5K	0.01%	421

Other funds holding VHT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

RMR Wealth Builders's VHT Position: Q4 2025 in Review

RMR Wealth Builders sold out of Vanguard Health Care ETF (VHT) in Q4 2025, closing a stake of 1,409 shares — an estimated $366K sold.

RMR Wealth Builders first reported a position in VHT in Q1 2021 and held it in 9 quarters. The position peaked at $384K in Q1 2024. 1,131 funds tracked by Wall St. Rank hold VHT as of Q4 2025.

RMR Wealth Builders reported no remaining Vanguard Health Care ETF position as of Q4 2025 after selling out during the quarter.
RMR Wealth Builders sold 1,409 Vanguard Health Care ETF shares in Q4 2025, an estimated $366K.
RMR Wealth Builders first reported a position in Vanguard Health Care ETF in Q1 2021 and held it in 9 quarters.
RMR Wealth Builders's Vanguard Health Care ETF position peaked at $384K in Q1 2024.
1,131 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2025.

Based on RMR Wealth Builders's 13F filing for Q4 2025, filed 29 Jan 2026.