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Roundview Capital’s Vanguard Health Care ETF VHT Stock Holding History

Roundview Capital’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 		$531K Hold
1,950
– – 0.03% 260
2025
Q4 		$561K Hold
1,950
– – 0.03% 244
2025
Q3 		$506K Hold
1,950
– – 0.03% 258
2025
Q2 		$484K Hold
1,950
– – 0.03% 265
2025
Q1 		$516K Sell
1,950
-98
-5% -$26.1K 0.04% 252
2024
Q4 		$520K Buy
2,048
+100
+5% +$26.9K 0.04% 269
2024
Q3 		$550K Hold
1,948
– – 0.04% 261
2024
Q2 		$518K Hold
1,948
– – 0.04% 252
2024
Q1 		$527K Sell
1,948
-60
-3% -$15.8K 0.04% 253
2023
Q4 		$503K Hold
2,008
– – 0.05% 246
2023
Q3 		$472K Buy
2,008
+36
+2% +$8.78K 0.05% 245
2023
Q2 		$483K Buy
1,972
+60
+3% +$14.6K 0.05% 244
2023
Q1 		$456K Hold
1,912
– – 0.05% 246
2022
Q4 		$474K Hold
1,912
– – 0.05% 229
2022
Q3 		$428K Buy
1,912
+62
+3% +$14.8K 0.05% 223
2022
Q2 		$436K Hold
1,850
– – 0.05% 225
2022
Q1 		$471K Sell
1,850
-10
-0.5% -$2.47K 0.05% 232
2021
Q4 		$496K Buy
1,860
+10
+0.5% +$2.55K 0.05% 237
2021
Q3 		$457K Buy
+1,850
New +$475K 0.05% 235

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Roundview Capital's VHT Position: Q1 2026 in Review

Roundview Capital held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 1,950 shares worth $531K. The position accounts for 0.03% of the portfolio, ranked #260.

Roundview Capital first reported a position in VHT in Q3 2021 and has held it in 19 quarters since. The position peaked at $561K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Roundview Capital held 1,950 shares of Vanguard Health Care ETF worth $531K as of Q1 2026.
  • Roundview Capital left its Vanguard Health Care ETF share count unchanged in Q1 2026.
  • Vanguard Health Care ETF made up 0.03% of Roundview Capital's portfolio in Q1 2026, its #260 holding.
  • Roundview Capital first reported a position in Vanguard Health Care ETF in Q3 2021 and has held it in 19 quarters since.
  • Roundview Capital's Vanguard Health Care ETF position peaked at $561K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.