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

Stapp 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 		– Sell
-5,579
Closed -$1.61M – 36
2025
Q4 		$1.61M Buy
5,579
+54
+1% +$15.1K 2.07% 15
2025
Q3 		$1.43M Buy
+5,525
New +$1.39M 1.93% 17
2024
Q2 		– Sell
-7,718
Closed -$2.09M – 24
2024
Q1 		$2.09M Buy
+7,718
New +$2.03M 3.64% 11

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

Stapp Wealth Management's VHT Position: Q1 2026 in Review

Stapp Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q1 2026, closing a stake of 5,579 shares — an estimated $1.61M sold.

Stapp Wealth Management first reported a position in VHT in Q1 2024 and held it in 3 quarters. The position peaked at $2.09M in Q1 2024. 1,086 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Stapp Wealth Management reported no remaining Vanguard Health Care ETF position as of Q1 2026 after selling out during the quarter.
  • Stapp Wealth Management sold 5,579 Vanguard Health Care ETF shares in Q1 2026, an estimated $1.61M.
  • Stapp Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2024 and held it in 3 quarters.
  • Stapp Wealth Management's Vanguard Health Care ETF position peaked at $2.09M in Q1 2024.
  • 1,086 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Stapp Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.