Schechter Investment Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Schechter Investment Advisors’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 Q1	$241K	Buy	+909	New	+$242K	0.02%	519

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Schechter Investment Advisors's VHT Position: Q1 2025 in Review

Schechter Investment Advisors opened a new position in Vanguard Health Care ETF (VHT) in Q1 2025: 909 shares worth $241K. The stake represents 0.02% of the portfolio and ranks #519 among its holdings.

1,056 funds tracked by Wall St. Rank hold VHT as of Q1 2025.

Schechter Investment Advisors held 909 shares of Vanguard Health Care ETF worth $241K as of Q1 2025.
Vanguard Health Care ETF was a new Schechter Investment Advisors position in Q1 2025.
Vanguard Health Care ETF made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #519 holding.
1,056 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.