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Stuart Chaussee & Associates’s Vanguard Health Care ETF VHT Stock Holding History

Stuart Chaussee & Associates’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
2025
Q4 		– Sell
-489
Closed -$127K – 142
2025
Q3 		$127K Hold
489
– – 0.03% 61
2025
Q2 		$121K Hold
489
– – 0.03% 59
2025
Q1 		$129K Hold
489
– – 0.03% 46
2024
Q4 		$124K Hold
489
– – 0.03% 49
2024
Q3 		$138K Buy
+489
New +$136K 0.04% 40
2022
Q2 		– Sell
-111,949
Closed -$28.5M – 171
2022
Q1 		$28.5M Buy
+111,949
New +$27.7M 13.57% 2

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stuart Chaussee & Associates's VHT Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Vanguard Health Care ETF (VHT) in Q4 2025, closing a stake of 489 shares — an estimated $127K sold.

Stuart Chaussee & Associates first reported a position in VHT in Q1 2022 and held it in 6 quarters. The position peaked at $28.5M in Q1 2022. 1,134 funds tracked by Wall St. Rank hold VHT as of Q4 2025.

  • Stuart Chaussee & Associates reported no remaining Vanguard Health Care ETF position as of Q4 2025 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 489 Vanguard Health Care ETF shares in Q4 2025, an estimated $127K.
  • Stuart Chaussee & Associates first reported a position in Vanguard Health Care ETF in Q1 2022 and held it in 6 quarters.
  • Stuart Chaussee & Associates's Vanguard Health Care ETF position peaked at $28.5M in Q1 2022.
  • 1,134 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.