SFM LLC’s Vanguard Health Care ETF VHT Stock Holding History

SFM LLC’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	–	Sell	-877	Closed	-$222K	–	60
2024 Q4	$222K	Buy	+877	New	+$236K	0.16%	56

Other funds holding VHT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SFM LLC's VHT Position: Q1 2025 in Review

SFM LLC sold out of Vanguard Health Care ETF (VHT) in Q1 2025, closing a stake of 877 shares — an estimated $222K sold.

SFM LLC first reported a position in VHT in Q4 2024 and held it in 1 quarter. The position peaked at $222K in Q4 2024. 1,059 funds tracked by Wall St. Rank hold VHT as of Q1 2025.

SFM LLC reported no remaining Vanguard Health Care ETF position as of Q1 2025 after selling out during the quarter.
SFM LLC sold 877 Vanguard Health Care ETF shares in Q1 2025, an estimated $222K.
SFM LLC first reported a position in Vanguard Health Care ETF in Q4 2024 and held it in 1 quarter.
SFM LLC's Vanguard Health Care ETF position peaked at $222K in Q4 2024.
1,059 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2025.

Based on SFM LLC's 13F filing for Q1 2025, filed 17 Apr 2025.