Stifel Financial
VHT icon

Stifel Financial’s Vanguard Health Care ETF VHT Stock Holding History

Stifel Financial’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 		$57.1M Buy
209,756
+1,092
+0.5% +$312K 0.05% 335
2025
Q4 		$60.1M Sell
208,664
-1,727
-0.8% -$483K 0.05% 327
2025
Q3 		$54.6M Sell
210,391
-4,682
-2% -$1.17M 0.05% 339
2025
Q2 		$53.4M Buy
215,073
+4,497
+2% +$1.11M 0.05% 332
2025
Q1 		$55.7M Buy
210,576
+20,700
+11% +$5.51M 0.06% 314
2024
Q4 		$48.2M Sell
189,876
-1,835
-1% -$494K 0.05% 331
2024
Q3 		$54.1M Buy
191,711
+3,625
+2% +$1.01M 0.06% 307
2024
Q2 		$50M Buy
188,086
+6,706
+4% +$1.76M 0.06% 307
2024
Q1 		$49.1M Sell
181,380
-495
-0.3% -$130K 0.06% 305
2023
Q4 		$45.6M Sell
181,875
-279
-0.2% -$66.1K 0.06% 302
2023
Q3 		$42.8M Buy
182,154
+152
+0.1% +$37.1K 0.06% 286
2023
Q2 		$44.6M Sell
182,002
-4,671
-3% -$1.14M 0.06% 277
2023
Q1 		$44.5M Buy
186,673
+7,703
+4% +$1.85M 0.06% 275
2022
Q4 		$44.4M Buy
178,970
+1,347
+0.8% +$327K 0.07% 270
2022
Q3 		$39.7M Buy
177,623
+2,490
+1% +$594K 0.07% 273
2022
Q2 		$41.2M Sell
175,133
-12,004
-6% -$2.89M 0.06% 270
2022
Q1 		$47.6M Buy
187,137
+1,958
+1% +$484K 0.07% 263
2021
Q4 		$49.3M Buy
185,179
+2,490
+1% +$635K 0.07% 254
2021
Q3 		$45.2M Buy
182,689
+21,289
+13% +$5.46M 0.07% 262
2021
Q2 		$39.9M Buy
161,400
+602
+0.4% +$144K 0.06% 279
2021
Q1 		$36.8M Sell
160,798
-347
-0.2% -$79.6K 0.06% 281
2020
Q4 		$36.1M Sell
161,145
-3,038
-2% -$649K 0.06% 270
2020
Q3 		$33.5M Sell
164,183
-11,165
-6% -$2.26M 0.07% 257
2020
Q2 		$33.8M Sell
175,348
-2,043
-1% -$383K 0.08% 234
2020
Q1 		$29.4M Buy
177,391
+19,808
+13% +$3.62M 0.08% 227
2019
Q4 		$30.2M Buy
157,583
+1,454
+0.9% +$261K 0.06% 276
2019
Q3 		$26.2M Buy
156,129
+2,886
+2% +$494K 0.07% 266
2019
Q2 		$26.6M Sell
153,243
-1,454
-0.9% -$245K 0.07% 257
2019
Q1 		$26.7M Buy
154,697
+19,966
+15% +$3.38M 0.08% 252
2018
Q4 		$21.6M Buy
134,731
+103,138
+326% +$17.5M 0.07% 268
2018
Q3 		$5.7M Buy
31,593
+1,839
+6% +$316K 0.02% 786
2018
Q2 		$4.74M Buy
29,754
+5,083
+21% +$800K 0.01% 843
2018
Q1 		$3.79M Sell
24,671
-9,857
-29% -$1.57M 0.01% 901
2017
Q4 		$5.32M Buy
34,528
+974
+3% +$149K 0.02% 736
2017
Q3 		$5.12M Buy
33,554
+10,893
+48% +$1.63M 0.02% 721
2017
Q2 		$3.34M Buy
22,661
+3,657
+19% +$517K 0.01% 874
2017
Q1 		$2.62M Sell
19,004
-5,309
-22% -$715K 0.01% 979
2016
Q4 		$3.1M Buy
24,313
+12,221
+101% +$1.56M 0.01% 850
2016
Q3 		$1.61M Buy
12,092
+1,682
+16% +$227K 0.01% 1096
2016
Q2 		$1.36M Buy
10,410
+977
+10% +$125K 0.01% 1181
2016
Q1 		$1.16M Sell
9,433
-355
-4% -$43.2K 0.01% 1166
2015
Q4 		$1.3M Sell
9,788
-1,723
-15% -$224K 0.01% 1171
2015
Q3 		$1.41M Sell
11,511
-1,386
-11% -$190K 0.01% 1072
2015
Q2 		$1.8M Buy
12,897
+212
+2% +$29.3K 0.01% 1066
2015
Q1 		$1.72M Sell
12,685
-952
-7% -$125K 0.01% 1005
2014
Q4 		$1.71M Buy
13,637
+554
+4% +$68K 0.01% 991
2014
Q3 		$1.53M Buy
13,083
+282
+2% +$32.3K 0.01% 876
2014
Q2 		$1.43M Buy
12,801
+633
+5% +$67.7K 0.01% 933
2014
Q1 		$1.3M Buy
+12,168
New +$1.29M 0.01% 920

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

Stifel Financial's VHT Position: Q1 2026 in Review

Stifel Financial increased its Vanguard Health Care ETF (VHT) stake by 0.52% in Q1 2026, buying an estimated $312K and bringing the position to 209,756 shares worth $57.1M. The position accounts for 0.05% of the portfolio, ranked #335.

Stifel Financial first reported a position in VHT in Q1 2014 and has held it in 49 quarters since. The position peaked at $60.1M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Stifel Financial held 209,756 shares of Vanguard Health Care ETF worth $57.1M as of Q1 2026.
  • Stifel Financial bought 1,092 Vanguard Health Care ETF shares in Q1 2026, an estimated $312K.
  • Vanguard Health Care ETF made up 0.05% of Stifel Financial's portfolio in Q1 2026, its #335 holding.
  • Stifel Financial first reported a position in Vanguard Health Care ETF in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's Vanguard Health Care ETF position peaked at $60.1M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.