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Sovereign Financial Group’s Vanguard Health Care ETF VHT Stock Holding History

Sovereign Financial 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 		$802K Sell
2,945
-3
-0.1% -$858 0.14% 139
2025
Q4 		$849K Buy
2,948
+310
+12% +$86.6K 0.15% 131
2025
Q3 		$685K Buy
2,638
+1,488
+129% +$373K 0.13% 143
2025
Q2 		$286K Sell
1,150
-243
-17% -$60.1K 0.06% 259
2025
Q1 		$369K Buy
1,393
+271
+24% +$72.2K 0.08% 205
2024
Q4 		$285K Buy
1,122
+25
+2% +$6.74K 0.07% 237
2024
Q3 		$309K Sell
1,097
-17
-2% -$4.72K 0.07% 221
2024
Q2 		$296K Sell
1,114
-54
-5% -$14.2K 0.07% 215
2024
Q1 		$316K Buy
1,168
+18
+2% +$4.73K 0.08% 209
2023
Q4 		$288K Buy
+1,150
New +$272K 0.09% 193
2021
Q4 		– Sell
-1,229
Closed -$304K – 218
2021
Q3 		$304K Buy
1,229
+175
+17% +$44.9K 0.17% 123
2021
Q2 		$241K Hold
1,054
– – 0.15% 137
2021
Q1 		$241K Sell
1,054
-120
-10% -$27.5K 0.15% 137
2020
Q4 		$263K Buy
+1,174
New +$251K 0.19% 108

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

Sovereign Financial Group's VHT Position: Q1 2026 in Review

Sovereign Financial Group reduced its Vanguard Health Care ETF (VHT) stake by 0.1% in Q1 2026, selling an estimated $858 and leaving 2,945 shares worth $802K. The position accounts for 0.14% of the portfolio, ranked #139.

Sovereign Financial Group first reported a position in VHT in Q4 2020 and has held it in 14 quarters since. The position peaked at $849K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Sovereign Financial Group held 2,945 shares of Vanguard Health Care ETF worth $802K as of Q1 2026.
  • Sovereign Financial Group sold 3 Vanguard Health Care ETF shares in Q1 2026, an estimated $858.
  • Vanguard Health Care ETF made up 0.14% of Sovereign Financial Group's portfolio in Q1 2026, its #139 holding.
  • Sovereign Financial Group first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 14 quarters since.
  • Sovereign Financial Group's Vanguard Health Care ETF position peaked at $849K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Sovereign Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.