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

Shelton 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
2026
Q1 		– Sell
-698
Closed -$201K – 184
2025
Q4 		$201K Buy
+698
New +$195K 0.09% 127
2025
Q2 		– Sell
-798
Closed -$211K – 180
2025
Q1 		$211K Sell
798
-969
-55% -$258K 0.11% 121
2024
Q4 		$448K Sell
1,767
-453
-20% -$122K 0.23% 97
2024
Q3 		$626K Sell
2,220
-310
-12% -$86.1K 0.34% 91
2024
Q2 		$673K Sell
2,530
-201
-7% -$52.7K 0.38% 82
2024
Q1 		$739K Sell
2,731
-349
-11% -$91.7K 0.46% 49
2023
Q4 		$772K Sell
3,080
-632
-17% -$150K 0.55% 38
2023
Q3 		$873K Sell
3,712
-68
-2% -$16.6K 0.7% 24
2023
Q2 		$926K Sell
3,780
-84
-2% -$20.4K 0.72% 24
2023
Q1 		$922K Sell
3,864
-2,546
-40% -$613K 0.75% 23
2022
Q4 		$1.59M Sell
6,410
-42
-0.7% -$10.2K 1.26% 20
2022
Q3 		$1.44M Buy
6,452
+1
+0% +$239 1.29% 21
2022
Q2 		$1.52M Buy
6,451
+534
+9% +$129K 1.29% 21
2022
Q1 		$1.5M Buy
5,917
+3,683
+165% +$910K 1.19% 18
2021
Q4 		$595K Buy
+2,234
New +$570K 0.47% 29

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Shelton Wealth Management's VHT Position: Q1 2026 in Review

Shelton Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q1 2026, closing a stake of 698 shares — an estimated $201K sold.

Shelton Wealth Management first reported a position in VHT in Q4 2021 and held it in 15 quarters. The position peaked at $1.59M in Q4 2022. 1,095 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Shelton Wealth Management reported no remaining Vanguard Health Care ETF position as of Q1 2026 after selling out during the quarter.
  • Shelton Wealth Management sold 698 Vanguard Health Care ETF shares in Q1 2026, an estimated $201K.
  • Shelton Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2021 and held it in 15 quarters.
  • Shelton Wealth Management's Vanguard Health Care ETF position peaked at $1.59M in Q4 2022.
  • 1,095 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Shelton Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.