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

SHP 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 		$499K Sell
1,834
-1
-0.1% -$286 0.04% 151
2025
Q4 		$528K Buy
+1,835
New +$513K 0.04% 143

Other funds holding VHT

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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 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 $530B AUM 22.01% 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 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SHP Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 0.05% in Q1 2026, selling an estimated $286 and leaving 1,834 shares worth $499K. The position accounts for 0.04% of the portfolio, ranked #151.

SHP Wealth Management first reported a position in VHT in Q4 2025 and has held it in 2 quarters since. The position peaked at $528K in Q4 2025. 1,089 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • SHP Wealth Management held 1,834 shares of Vanguard Health Care ETF worth $499K as of Q1 2026.
  • SHP Wealth Management sold 1 Vanguard Health Care ETF share in Q1 2026, an estimated $286.
  • Vanguard Health Care ETF made up 0.04% of SHP Wealth Management's portfolio in Q1 2026, its #151 holding.
  • SHP Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Vanguard Health Care ETF position peaked at $528K in Q4 2025.
  • 1,089 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.