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Smart Money Group’s Vanguard Health Care ETF VHT Stock Holding History

Smart Money Group’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 		– Sell
-1,442
Closed -$366K – 98
2024
Q4 		$366K Sell
1,442
-39
-3% -$10.5K 0.13% 82
2024
Q3 		$400K Buy
1,481
+6
+0.4% +$1.67K 0.14% 79
2024
Q2 		$405K Buy
1,475
+1
+0.1% +$262 0.14% 78
2024
Q1 		$377K Sell
1,474
-66
-4% -$17.3K 0.15% 78
2023
Q4 		$386K Sell
1,540
-69
-4% -$16.3K 0.17% 61
2023
Q3 		$378K Sell
1,609
-15,677
-91% -$3.82M 0.18% 58
2023
Q2 		$4.23M Buy
17,286
+82
+0.5% +$19.9K 2.02% 15
2023
Q1 		$4.23M Buy
17,204
+4,150
+32% +$999K 2.12% 15
2022
Q4 		$3.24M Buy
13,054
+1,151
+10% +$279K 1.69% 15
2022
Q3 		$2.66M Buy
11,903
+599
+5% +$143K 1.81% 15
2022
Q2 		$2.66M Buy
11,304
+995
+10% +$240K 1.85% 14
2022
Q1 		$2.62M Buy
10,309
+6,895
+202% +$1.7M 1.76% 18
2021
Q4 		$909K Buy
3,414
+2,140
+168% +$546K 0.58% 37
2021
Q3 		$315K Buy
1,274
+18
+1% +$4.62K 0.23% 54
2021
Q2 		$242K Sell
1,256
-6
-0.5% -$1.43K 0.28% 44
2021
Q1 		$289K Sell
1,262
-3
-0.2% -$688 0.24% 54
2020
Q4 		$283K Buy
1,265
+5
+0.4% +$1.07K 0.24% 46
2020
Q3 		$257K Buy
1,260
+4
+0.3% +$810 0.11% 85
2020
Q2 		$242K Buy
1,256
+5
+0.4% +$938 0.14% 77
2020
Q1 		$208K Buy
1,251
+4
+0.3% +$731 0.15% 77
2019
Q4 		$239K Buy
1,247
+9
+0.7% +$1.61K 0.14% 75
2019
Q3 		$208K Hold
1,238
– – 0.17% 63
2019
Q2 		$215K Buy
1,238
+8
+0.7% +$1.35K 0.18% 60
2019
Q1 		$212K Buy
+1,230
New +$208K 0.19% 61
2018
Q4 		– Sell
-1,217
Closed -$220K – 63
2018
Q3 		$220K Buy
+1,217
New +$209K 0.2% 53

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Smart Money Group's VHT Position: Q1 2025 in Review

Smart Money Group sold out of Vanguard Health Care ETF (VHT) in Q1 2025, closing a stake of 1,442 shares — an estimated $366K sold.

Smart Money Group first reported a position in VHT in Q3 2018 and held it in 25 quarters. The position peaked at $4.23M in Q2 2023. 1,059 funds tracked by Wall St. Rank hold VHT as of Q1 2025.

  • Smart Money Group reported no remaining Vanguard Health Care ETF position as of Q1 2025 after selling out during the quarter.
  • Smart Money Group sold 1,442 Vanguard Health Care ETF shares in Q1 2025, an estimated $366K.
  • Smart Money Group first reported a position in Vanguard Health Care ETF in Q3 2018 and held it in 25 quarters.
  • Smart Money Group's Vanguard Health Care ETF position peaked at $4.23M in Q2 2023.
  • 1,059 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2025.

Based on Smart Money Group's 13F filing for Q1 2025, filed 28 Apr 2025.