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Summit Place Financial Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Summit Place Financial Advisors’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 		$354K Sell
1,300
-350
-21% -$100K 0.17% 85
2025
Q4 		$475K Hold
1,650
– – 0.23% 72
2025
Q3 		$428K Hold
1,650
– – 0.2% 76
2025
Q2 		$410K Hold
1,650
– – 0.21% 70
2025
Q1 		$437K Hold
1,650
– – 0.25% 70
2024
Q4 		$419K Hold
1,650
– – 0.24% 71
2024
Q3 		$466K Hold
1,650
– – 0.26% 68
2024
Q2 		$439K Hold
1,650
– – 0.26% 69
2024
Q1 		$446K Hold
1,650
– – 0.26% 72
2023
Q4 		$414K Sell
1,650
-275
-14% -$65.1K 0.27% 70
2023
Q3 		$453K Sell
1,925
-110
-5% -$26.8K 0.32% 70
2023
Q2 		$498K Sell
2,035
-75
-4% -$18.2K 0.32% 70
2023
Q1 		$503K Buy
2,110
+1,000
+90% +$241K 0.36% 68
2022
Q4 		$275K Sell
1,110
-10
-0.9% -$2.42K 0.23% 76
2022
Q3 		$251K Hold
1,120
– – 0.23% 79
2022
Q2 		$264K Hold
1,120
– – 0.22% 86
2022
Q1 		$285K Hold
1,120
– – 0.19% 97
2021
Q4 		$298K Sell
1,120
-70
-6% -$17.9K 0.21% 89
2021
Q3 		$294K Sell
1,190
-265
-18% -$68K 0.21% 90
2021
Q2 		$360K Sell
1,455
-225
-13% -$53.8K 0.26% 84
2021
Q1 		$384K Sell
1,680
-20
-1% -$4.59K 0.31% 81
2020
Q4 		$380K Sell
1,700
-350
-17% -$74.8K 0.33% 71
2020
Q3 		$418K Buy
+2,050
New +$415K 0.42% 70

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

Summit Place Financial Advisors's VHT Position: Q1 2026 in Review

Summit Place Financial Advisors reduced its Vanguard Health Care ETF (VHT) stake by 21% in Q1 2026, selling an estimated $100K and leaving 1,300 shares worth $354K. The position accounts for 0.17% of the portfolio, ranked #85.

Summit Place Financial Advisors first reported a position in VHT in Q3 2020 and has held it in 23 quarters since. The position peaked at $503K in Q1 2023. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Summit Place Financial Advisors held 1,300 shares of Vanguard Health Care ETF worth $354K as of Q1 2026.
  • Summit Place Financial Advisors sold 350 Vanguard Health Care ETF shares in Q1 2026, an estimated $100K.
  • Vanguard Health Care ETF made up 0.17% of Summit Place Financial Advisors's portfolio in Q1 2026, its #85 holding.
  • Summit Place Financial Advisors first reported a position in Vanguard Health Care ETF in Q3 2020 and has held it in 23 quarters since.
  • Summit Place Financial Advisors's Vanguard Health Care ETF position peaked at $503K in Q1 2023.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Summit Place Financial Advisors's 13F filing for Q1 2026, filed 1 May 2026.