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Sanctuary Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Sanctuary Wealth Management’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
2024
Q4 		$836K Sell
3,294
-1,638
-33% -$441K 0.55% 27
2024
Q3 		$1.39M Sell
4,932
-640
-11% -$178K 0.99% 21
2024
Q2 		$1.48M Sell
5,572
-680
-11% -$178K 1.12% 19
2024
Q1 		$1.69M Sell
6,252
-1,696
-21% -$446K 1.38% 17
2023
Q4 		$1.99M Sell
7,948
-333
-4% -$78.9K 1.93% 12
2023
Q3 		$1.95M Buy
8,281
+226
+3% +$55.1K 2.12% 10
2023
Q2 		$1.97M Buy
+8,055
New +$1.96M 2.09% 11
2022
Q4 		$1.88M Sell
7,564
-234
-3% -$56.7K 2.19% 9
2022
Q3 		$1.74M Sell
7,798
-349
-4% -$83.3K 2.26% 8
2022
Q2 		$1.92M Sell
8,147
-5
-0.1% -$1.21K 2.35% 9
2022
Q1 		$2.07M Buy
8,152
+186
+2% +$46K 2.28% 13
2021
Q4 		$2.12M Buy
7,966
+291
+4% +$74.2K 2.26% 13
2021
Q3 		$1.9M Buy
7,675
+123
+2% +$31.6K 2.11% 12
2021
Q2 		$1.87M Buy
7,552
+400
+6% +$95.6K 2.24% 15
2021
Q1 		$1.64M Sell
7,152
-3,452
-33% -$792K 2.1% 12
2020
Q4 		$2.37M Sell
10,604
-1,948
-16% -$416K 2.88% 13
2020
Q3 		$2.56M Buy
12,552
+8,073
+180% +$1.63M 2.49% 7
2020
Q2 		$863K Buy
+4,479
New +$840K 0.91% 13

Other funds holding VHT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sanctuary Wealth Management's VHT Position: Q4 2024 in Review

Sanctuary Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 33% in Q4 2024, selling an estimated $441K and leaving 3,294 shares worth $836K. The position accounts for 0.55% of the portfolio, ranked #27.

Sanctuary Wealth Management first reported a position in VHT in Q2 2020 and has held it in 18 quarters since. The position peaked at $2.56M in Q3 2020. 1,055 funds tracked by Wall St. Rank hold VHT as of Q4 2024.

  • Sanctuary Wealth Management held 3,294 shares of Vanguard Health Care ETF worth $836K as of Q4 2024.
  • Sanctuary Wealth Management sold 1,638 Vanguard Health Care ETF shares in Q4 2024, an estimated $441K.
  • Vanguard Health Care ETF made up 0.55% of Sanctuary Wealth Management's portfolio in Q4 2024, its #27 holding.
  • Sanctuary Wealth Management first reported a position in Vanguard Health Care ETF in Q2 2020 and has held it in 18 quarters since.
  • Sanctuary Wealth Management's Vanguard Health Care ETF position peaked at $2.56M in Q3 2020.
  • 1,055 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.