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Stratos Wealth Partners’s Vanguard Health Care ETF VHT Stock Holding History

Stratos Wealth Partners’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 		$17.5M Sell
64,364
-1,275
-2% -$364K 0.2% 101
2025
Q4 		$18.9M Sell
65,639
-5,185
-7% -$1.45M 0.21% 94
2025
Q3 		$18.4M Sell
70,824
-3,213
-4% -$806K 0.22% 90
2025
Q2 		$18.4M Sell
74,037
-2,488
-3% -$615K 0.25% 85
2025
Q1 		$20.3M Sell
76,525
-1,036
-1% -$276K 0.31% 66
2024
Q4 		$19.7M Buy
77,561
+1,687
+2% +$455K 0.28% 71
2024
Q3 		$21.4M Sell
75,874
-870
-1% -$242K 0.31% 61
2024
Q2 		$20.4M Buy
76,744
+536
+0.7% +$141K 0.33% 57
2024
Q1 		$20.6M Buy
76,208
+5,550
+8% +$1.46M 0.34% 51
2023
Q4 		$17.7M Buy
70,658
+793
+1% +$188K 0.33% 55
2023
Q3 		$16.4M Buy
69,865
+28,597
+69% +$6.97M 0.35% 47
2023
Q2 		$10.1M Buy
41,268
+736
+2% +$179K 0.23% 92
2023
Q1 		$9.67M Sell
40,532
-954
-2% -$230K 0.26% 80
2022
Q4 		$10.3M Sell
41,486
-707
-2% -$171K 0.26% 80
2022
Q3 		$9.44M Buy
42,193
+3,099
+8% +$740K 0.26% 80
2022
Q2 		$9.21M Sell
39,094
-698
-2% -$168K 0.23% 87
2022
Q1 		$10.1M Sell
39,792
-10,187
-20% -$2.52M 0.23% 95
2021
Q4 		$13.3M Sell
49,979
-870
-2% -$222K 0.29% 64
2021
Q3 		$12.6M Sell
50,849
-991
-2% -$254K 0.32% 60
2021
Q2 		$12.8M Buy
51,840
+1,588
+3% +$379K 0.32% 60
2021
Q1 		$11.5M Buy
50,252
+1,889
+4% +$433K 0.32% 63
2020
Q4 		$10.8M Buy
48,363
+537
+1% +$115K 0.32% 63
2020
Q3 		$9.76M Sell
47,826
-1,867
-4% -$378K 0.32% 68
2020
Q2 		$9.57M Buy
49,693
+3,386
+7% +$635K 0.34% 65
2020
Q1 		$7.69M Buy
46,307
+213
+0.5% +$38.9K 0.35% 61
2019
Q4 		$8.84M Buy
46,094
+2,692
+6% +$483K 0.35% 59
2019
Q3 		$7.28M Sell
43,402
-1,205
-3% -$206K 0.31% 62
2019
Q2 		$7.76M Sell
44,607
-1,809
-4% -$305K 0.34% 57
2019
Q1 		$8.01M Sell
46,416
-1,886
-4% -$320K 0.36% 49
2018
Q4 		$7.76M Sell
48,302
-8,133
-14% -$1.38M 0.4% 46
2018
Q3 		$10.2M Sell
56,435
-3,248
-5% -$558K 0.46% 39
2018
Q2 		$9.5M Sell
59,683
-2,305
-4% -$363K 0.42% 46
2018
Q1 		$9.52M Buy
61,988
+1,147
+2% +$183K 0.4% 48
2017
Q4 		$9.38M Sell
60,841
-6,558
-10% -$1.01M 0.42% 38
2017
Q3 		$10.3M Sell
67,399
-9,854
-13% -$1.47M 0.48% 40
2017
Q2 		$11.4M Buy
77,253
+899
+1% +$127K 0.59% 34
2017
Q1 		$10.5M Buy
76,354
+20,984
+38% +$2.83M 0.59% 37
2016
Q4 		$7.02M Sell
55,370
-14,406
-21% -$1.84M 0.44% 49
2016
Q3 		$9.27M Buy
69,776
+30,641
+78% +$4.13M 0.63% 35
2016
Q2 		$5.11M Buy
39,135
+28,421
+265% +$3.65M 0.38% 55
2016
Q1 		$1.32M Buy
10,714
+5,020
+88% +$610K 0.11% 160
2015
Q4 		$757K Buy
5,694
+2,707
+91% +$353K 0.06% 218
2015
Q3 		$366K Buy
2,987
+687
+30% +$94.2K 0.05% 324
2015
Q2 		$322K Buy
2,300
+13
+0.6% +$1.8K 0.04% 350
2015
Q1 		$309K Buy
2,287
+509
+29% +$67K 0.04% 416
2014
Q4 		$223K Buy
+1,778
New +$218K 0.04% 416

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

Stratos Wealth Partners's VHT Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Vanguard Health Care ETF (VHT) stake by 1.9% in Q1 2026, selling an estimated $364K and leaving 64,364 shares worth $17.5M. The position accounts for 0.2% of the portfolio, ranked #101.

Stratos Wealth Partners first reported a position in VHT in Q4 2014 and has held it in 46 quarters since. The position peaked at $21.4M in Q3 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Stratos Wealth Partners held 64,364 shares of Vanguard Health Care ETF worth $17.5M as of Q1 2026.
  • Stratos Wealth Partners sold 1,275 Vanguard Health Care ETF shares in Q1 2026, an estimated $364K.
  • Vanguard Health Care ETF made up 0.2% of Stratos Wealth Partners's portfolio in Q1 2026, its #101 holding.
  • Stratos Wealth Partners first reported a position in Vanguard Health Care ETF in Q4 2014 and has held it in 46 quarters since.
  • Stratos Wealth Partners's Vanguard Health Care ETF position peaked at $21.4M in Q3 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.