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

Smith Salley 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	$533K	Sell	1,958 -22	-1%	-$6.29K	0.03%	183
2025 Q4	$570K	Hold	1,980	–	–	0.03%	182
2025 Q3	$514K	Hold	1,980	–	–	0.03%	181
2025 Q2	$492K	Buy	1,980 +1,000	+102%	+$247K	0.03%	173
2025 Q1	$259K	Sell	980 -66	-6%	-$17.6K	0.02%	216
2024 Q4	$265K	Buy	1,046 +32	+3%	+$8.62K	0.02%	217
2024 Q3	$286K	Buy	1,014 +184	+22%	+$51.1K	0.02%	210
2024 Q2	$221K	Sell	830 -15	-2%	-$3.93K	0.02%	218
2024 Q1	$229K	Hold	845	–	–	0.02%	210
2023 Q4	$212K	Buy	+845	New	+$200K	0.01%	234
2023 Q3	–	Sell	-845	Closed	-$207K	–	238
2023 Q2	$207K	Hold	845	–	–	0.02%	222
2023 Q1	$201K	Hold	845	–	–	0.02%	220
2022 Q4	$210K	Buy	+845	New	+$205K	0.02%	214
2022 Q2	–	Sell	-845	Closed	-$215K	–	245
2022 Q1	$215K	Hold	845	–	–	0.02%	225
2021 Q4	$225K	Hold	845	–	–	0.02%	231
2021 Q3	$209K	Hold	845	–	–	0.02%	238
2021 Q2	$209K	Buy	+845	New	+$202K	0.02%	237

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Smith Salley Wealth Management's VHT Position: Q1 2026 in Review

Smith Salley Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 1.1% in Q1 2026, selling an estimated $6.29K and leaving 1,958 shares worth $533K. The position accounts for 0.03% of the portfolio, ranked #183.

Smith Salley Wealth Management first reported a position in VHT in Q2 2021 and has held it in 17 quarters since. The position peaked at $570K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Smith Salley Wealth Management held 1,958 shares of Vanguard Health Care ETF worth $533K as of Q1 2026.
Smith Salley Wealth Management sold 22 Vanguard Health Care ETF shares in Q1 2026, an estimated $6.29K.
Vanguard Health Care ETF made up 0.03% of Smith Salley Wealth Management's portfolio in Q1 2026, its #183 holding.
Smith Salley Wealth Management first reported a position in Vanguard Health Care ETF in Q2 2021 and has held it in 17 quarters since.
Smith Salley Wealth Management's Vanguard Health Care ETF position peaked at $570K in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.