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

Sheaff Brock 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 		$231K Buy
874
+78
+10% +$20.8K 0.02% 371
2024
Q4 		$202K Hold
796
– – 0.02% 404
2024
Q3 		$225K Hold
796
– – 0.02% 377
2024
Q2 		$212K Sell
796
-200
-20% -$52.4K 0.02% 388
2024
Q1 		$269K Hold
996
– – 0.02% 376
2023
Q4 		$250K Hold
996
– – 0.02% 377
2023
Q3 		$234K Hold
996
– – 0.02% 375
2023
Q2 		$244K Hold
996
– – 0.02% 388
2023
Q1 		$238K Buy
+996
New +$240K 0.02% 400
2022
Q2 		– Sell
-796
Closed -$203K – 547
2022
Q1 		$203K Sell
796
-400
-33% -$98.8K 0.01% 480
2021
Q4 		$318K Hold
1,196
– – 0.02% 363
2021
Q3 		$295K Sell
1,196
-20
-2% -$5.13K 0.02% 385
2021
Q2 		$300K Hold
1,216
– – 0.02% 368
2021
Q1 		$278K Buy
1,216
+190
+19% +$43.6K 0.02% 369
2020
Q4 		$230K Sell
1,026
-75
-7% -$16K 0.02% 392
2020
Q3 		$225K Buy
1,101
+26
+2% +$5.26K 0.02% 368
2020
Q2 		$207K Buy
+1,075
New +$202K 0.02% 380
2017
Q3 		– Sell
-1,490
Closed -$220K – 623
2017
Q2 		$220K Hold
1,490
– – 0.03% 480
2017
Q1 		$205K Buy
+1,490
New +$201K 0.03% 500

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sheaff Brock Investment Advisors's VHT Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Vanguard Health Care ETF (VHT) stake by 9.8% in Q1 2025, buying an estimated $20.8K and bringing the position to 874 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #371.

Sheaff Brock Investment Advisors first reported a position in VHT in Q1 2017 and has held it in 19 quarters since. The position peaked at $318K in Q4 2021. 1,056 funds tracked by Wall St. Rank hold VHT as of Q1 2025.

  • Sheaff Brock Investment Advisors held 874 shares of Vanguard Health Care ETF worth $231K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 78 Vanguard Health Care ETF shares in Q1 2025, an estimated $20.8K.
  • Vanguard Health Care ETF made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #371 holding.
  • Sheaff Brock Investment Advisors first reported a position in Vanguard Health Care ETF in Q1 2017 and has held it in 19 quarters since.
  • Sheaff Brock Investment Advisors's Vanguard Health Care ETF position peaked at $318K in Q4 2021.
  • 1,056 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.