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Sound View Wealth Advisors Group’s Vanguard Health Care ETF VHT Stock Holding History

Sound View Wealth Advisors 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
2026
Q1 		$3.62M Sell
13,292
-318
-2% -$90.9K 0.25% 89
2025
Q4 		$3.92M Sell
13,610
-725
-5% -$203K 0.26% 82
2025
Q3 		$3.72M Sell
14,335
-751
-5% -$188K 0.26% 85
2025
Q2 		$3.75M Buy
15,086
+50
+0.3% +$12.4K 0.28% 84
2025
Q1 		$3.98M Sell
15,036
-190
-1% -$50.6K 0.33% 71
2024
Q4 		$3.86M Sell
15,226
-566
-4% -$152K 0.31% 69
2024
Q3 		$4.46M Buy
15,792
+2,223
+16% +$617K 0.36% 62
2024
Q2 		$3.61M Buy
13,569
+243
+2% +$63.7K 0.37% 61
2024
Q1 		$3.6M Sell
13,326
-1,228
-8% -$323K 0.38% 61
2023
Q4 		$3.65M Buy
14,554
+1,534
+12% +$363K 0.4% 62
2023
Q3 		$3.06M Buy
13,020
+1,821
+16% +$444K 0.38% 61
2023
Q2 		$2.74M Buy
11,199
+203
+2% +$49.4K 0.36% 65
2023
Q1 		$2.62M Sell
10,996
-3,558
-24% -$856K 0.36% 68
2022
Q4 		$3.65M Buy
14,554
+8,135
+127% +$1.97M 0.4% 62
2022
Q3 		$1.44M Sell
6,419
-65
-1% -$15.5K 0.32% 78
2022
Q2 		$1.53M Sell
6,484
-810
-11% -$195K 0.32% 80
2022
Q1 		$1.85M Buy
7,294
+13
+0.2% +$3.21K 0.35% 70
2021
Q4 		$1.94M Sell
7,281
-336
-4% -$85.7K 0.37% 68
2021
Q3 		$1.88M Buy
7,617
+155
+2% +$39.8K 0.39% 62
2021
Q2 		$1.84M Sell
7,462
-218
-3% -$52.1K 0.39% 66
2021
Q1 		$1.76M Sell
7,680
-209
-3% -$47.9K 0.41% 67
2020
Q4 		$1.76M Buy
7,889
+251
+3% +$53.7K 0.43% 61
2020
Q3 		$1.56M Buy
7,638
+355
+5% +$71.8K 0.41% 66
2020
Q2 		$1.4M Sell
7,283
-2,111
-22% -$396K 0.4% 73
2020
Q1 		$1.56M Buy
9,394
+687
+8% +$126K 0.54% 59
2019
Q4 		$1.67M Buy
8,707
+4,078
+88% +$731K 0.47% 64
2019
Q3 		$776K Buy
4,629
+3,013
+186% +$516K 0.23% 101
2019
Q2 		$281K Buy
+1,616
New +$273K 0.08% 206

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

Sound View Wealth Advisors Group's VHT Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Vanguard Health Care ETF (VHT) stake by 2.3% in Q1 2026, selling an estimated $90.9K and leaving 13,292 shares worth $3.62M. The position accounts for 0.25% of the portfolio, ranked #89.

Sound View Wealth Advisors Group first reported a position in VHT in Q2 2019 and has held it in 28 quarters since. The position peaked at $4.46M in Q3 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Sound View Wealth Advisors Group held 13,292 shares of Vanguard Health Care ETF worth $3.62M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 318 Vanguard Health Care ETF shares in Q1 2026, an estimated $90.9K.
  • Vanguard Health Care ETF made up 0.25% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #89 holding.
  • Sound View Wealth Advisors Group first reported a position in Vanguard Health Care ETF in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Vanguard Health Care ETF position peaked at $4.46M in Q3 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.