S.A. Mason’s Vanguard Health Care ETF VHT Stock Holding History

S.A. Mason’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	$154K	Hold	564	–	–	0.06%	225
2025 Q4	$162K	Hold	564	–	–	0.06%	210
2025 Q3	$146K	Hold	564	–	–	0.06%	216
2025 Q2	$140K	Hold	564	–	–	0.07%	202
2025 Q1	$149K	Hold	564	–	–	0.08%	198
2024 Q4	$143K	Hold	564	–	–	0.08%	196
2024 Q3	$159K	Hold	564	–	–	0.08%	182
2024 Q2	$150K	Hold	564	–	–	0.09%	179
2024 Q1	$153K	Hold	564	–	–	0.09%	176
2023 Q4	$141K	Hold	564	–	–	0.09%	176
2023 Q3	$133K	Hold	564	–	–	0.1%	176
2023 Q2	$134K	Hold	564	–	–	0.1%	172
2023 Q1	$134K	Hold	564	–	–	0.1%	172
2022 Q4	$140K	Hold	564	–	–	0.11%	169
2022 Q3	$126K	Hold	564	–	–	0.1%	182
2022 Q2	$133K	Hold	564	–	–	0.1%	184
2022 Q1	$143K	Hold	564	–	–	0.09%	184
2021 Q4	$150K	Hold	564	–	–	0.09%	182
2021 Q3	$139K	Hold	564	–	–	0.09%	176
2021 Q2	$139K	Hold	564	–	–	0.1%	179
2021 Q1	$129K	Sell	564 -7	-1%	-$1.6K	0.1%	178
2020 Q4	$128K	Buy	+571	New	+$122K	0.11%	168
2020 Q3	–	Sell	-441	Closed	-$85K	–	284
2020 Q2	$85K	Hold	441	–	–	0.09%	178
2020 Q1	$73K	Hold	441	–	–	0.09%	173
2019 Q4	$85K	Buy	+441	New	+$79.1K	0.08%	193

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

S.A. Mason's VHT Position: Q1 2026 in Review

S.A. Mason held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 564 shares worth $154K. The position accounts for 0.06% of the portfolio, ranked #225.

S.A. Mason first reported a position in VHT in Q4 2019 and has held it in 25 quarters since. The position peaked at $162K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

S.A. Mason held 564 shares of Vanguard Health Care ETF worth $154K as of Q1 2026.
S.A. Mason left its Vanguard Health Care ETF share count unchanged in Q1 2026.
Vanguard Health Care ETF made up 0.06% of S.A. Mason's portfolio in Q1 2026, its #225 holding.
S.A. Mason first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 25 quarters since.
S.A. Mason's Vanguard Health Care ETF position peaked at $162K in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.