SPC
VHT icon

Sigma Planning Corp’s Vanguard Health Care ETF VHT Stock Holding History

Sigma Planning Corp’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 		$3.33M Sell
12,232
-498
-4% -$142K 0.09% 234
2025
Q4 		$3.66M Sell
12,730
-149
-1% -$41.6K 0.1% 210
2025
Q3 		$3.34M Buy
12,879
+4,702
+58% +$1.18M 0.1% 222
2025
Q2 		$2.03M Sell
8,177
-406
-5% -$100K 0.06% 302
2025
Q1 		$2.27M Sell
8,583
-651
-7% -$173K 0.07% 262
2024
Q4 		$2.34M Sell
9,234
-391
-4% -$105K 0.07% 256
2024
Q3 		$2.72M Buy
9,625
+389
+4% +$108K 0.08% 229
2024
Q2 		$2.46M Buy
9,236
+91
+1% +$23.9K 0.08% 241
2024
Q1 		$2.47M Buy
9,145
+5,910
+183% +$1.55M 0.08% 254
2023
Q4 		$811K Sell
3,235
-6,557
-67% -$1.55M 0.06% 313
2023
Q3 		$2.3M Sell
9,792
-605
-6% -$147K 0.09% 245
2023
Q2 		$2.55M Sell
10,397
-950
-8% -$231K 0.09% 238
2023
Q1 		$2.71M Sell
11,347
-41
-0.4% -$9.87K 0.09% 234
2022
Q4 		$2.82M Buy
11,388
+339
+3% +$82.2K 0.1% 204
2022
Q3 		$2.47M Sell
11,049
-282
-2% -$67.3K 0.09% 215
2022
Q2 		$2.67M Buy
11,331
+891
+9% +$215K 0.09% 214
2022
Q1 		$2.66M Sell
10,440
-373
-3% -$92.2K 0.08% 251
2021
Q4 		$2.88M Buy
10,813
+285
+3% +$72.7K 0.08% 252
2021
Q3 		$2.6M Sell
10,528
-347
-3% -$89K 0.08% 265
2021
Q2 		$2.69M Buy
10,875
+97
+0.9% +$23.2K 0.08% 263
2021
Q1 		$2.47M Sell
10,778
-729
-6% -$167K 0.08% 270
2020
Q4 		$2.58M Buy
11,507
+20
+0.2% +$4.28K 0.09% 226
2020
Q3 		$2.34M Sell
11,487
-599
-5% -$121K 0.09% 220
2020
Q2 		$2.33M Buy
12,086
+597
+5% +$112K 0.1% 207
2020
Q1 		$1.91M Sell
11,489
-992
-8% -$181K 0.11% 183
2019
Q4 		$2.39M Buy
12,481
+677
+6% +$121K 0.1% 209
2019
Q3 		$1.98M Buy
11,804
+1,141
+11% +$195K 0.1% 228
2019
Q2 		$1.85M Buy
10,663
+444
+4% +$74.9K 0.1% 229
2019
Q1 		$1.76M Buy
10,219
+619
+6% +$105K 0.1% 217
2018
Q4 		$1.54M Buy
9,600
+1,566
+19% +$265K 0.11% 196
2018
Q3 		$1.45M Sell
8,034
-144
-2% -$24.8K 0.09% 233
2018
Q2 		$1.3M Buy
8,178
+531
+7% +$83.6K 0.09% 230
2018
Q1 		$1.17M Buy
7,647
+11
+0.1% +$1.76K 0.09% 237
2017
Q4 		$1.18M Buy
7,636
+2,096
+38% +$322K 0.09% 239
2017
Q3 		$844K Buy
5,540
+119
+2% +$17.8K 0.07% 288
2017
Q2 		$799K Buy
5,421
+808
+18% +$114K 0.08% 288
2017
Q1 		$636K Sell
4,613
-1,094
-19% -$147K 0.06% 328
2016
Q4 		$723K Sell
5,707
-4,218
-42% -$538K 0.08% 271
2016
Q3 		$1.32M Buy
9,925
+1,229
+14% +$166K 0.16% 159
2016
Q2 		$1.14M Buy
8,696
+344
+4% +$44.1K 0.15% 165
2016
Q1 		$1.03M Sell
8,352
-1,159
-12% -$141K 0.14% 169
2015
Q4 		$1.26M Sell
9,511
-723
-7% -$94.2K 0.18% 137
2015
Q3 		$1.25M Buy
10,234
+58
+0.6% +$7.96K 0.2% 118
2015
Q2 		$1.42M Buy
10,176
+323
+3% +$44.6K 0.2% 132
2015
Q1 		$1.33M Buy
9,853
+4,386
+80% +$578K 0.18% 139
2014
Q4 		$687K Buy
+5,467
New +$671K 0.09% 258

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 $377B AUM 19.32% 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 $7.77B AUM 9.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sigma Planning Corp's VHT Position: Q1 2026 in Review

Sigma Planning Corp reduced its Vanguard Health Care ETF (VHT) stake by 3.9% in Q1 2026, selling an estimated $142K and leaving 12,232 shares worth $3.33M. The position accounts for 0.09% of the portfolio, ranked #234.

Sigma Planning Corp first reported a position in VHT in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.66M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Sigma Planning Corp held 12,232 shares of Vanguard Health Care ETF worth $3.33M as of Q1 2026.
  • Sigma Planning Corp sold 498 Vanguard Health Care ETF shares in Q1 2026, an estimated $142K.
  • Vanguard Health Care ETF made up 0.09% of Sigma Planning Corp's portfolio in Q1 2026, its #234 holding.
  • Sigma Planning Corp first reported a position in Vanguard Health Care ETF in Q4 2014 and has held it in 46 quarters since.
  • Sigma Planning Corp's Vanguard Health Care ETF position peaked at $3.66M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.