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SIMA Wealth Partners’s Vanguard Health Care ETF VHT Stock Holding History

SIMA Wealth Partners’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
Q4 		– Sell
-59
Closed -$15.3K – 162
2025
Q3 		$15.3K Hold
59
– – 0.01% 111
2025
Q2 		$14.7K Hold
59
– – 0.01% 110
2025
Q1 		$15.6K Hold
59
– – 0.01% 126
2024
Q4 		$15K Hold
59
– – 0.01% 132
2024
Q3 		$16.6K Hold
59
– – 0.01% 116
2024
Q2 		$15.7K Buy
+59
New +$15.5K 0.02% 118

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SIMA Wealth Partners's VHT Position: Q4 2025 in Review

SIMA Wealth Partners sold out of Vanguard Health Care ETF (VHT) in Q4 2025, closing a stake of 59 shares — an estimated $15.3K sold.

SIMA Wealth Partners first reported a position in VHT in Q2 2024 and held it in 6 quarters. The position peaked at $16.6K in Q3 2024. 1,136 funds tracked by Wall St. Rank hold VHT as of Q4 2025.

  • SIMA Wealth Partners reported no remaining Vanguard Health Care ETF position as of Q4 2025 after selling out during the quarter.
  • SIMA Wealth Partners sold 59 Vanguard Health Care ETF shares in Q4 2025, an estimated $15.3K.
  • SIMA Wealth Partners first reported a position in Vanguard Health Care ETF in Q2 2024 and held it in 6 quarters.
  • SIMA Wealth Partners's Vanguard Health Care ETF position peaked at $16.6K in Q3 2024.
  • 1,136 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2025.

Based on SIMA Wealth Partners's 13F filing for Q4 2025, filed 28 May 2026.