Summit Wealth Group’s Vanguard Health Care ETF VHT Stock Holding History

Summit Wealth Group’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	$6.67M	Buy	24,506 +314	+1%	+$89.8K	1.53%	19
2025 Q4	$6.96M	Sell	24,192 -307	-1%	-$85.8K	1.63%	18
2025 Q3	$6.36M	Sell	24,499 -624	-2%	-$157K	1.54%	19
2025 Q2	$6.24M	Buy	25,123 +970	+4%	+$240K	1.6%	18
2025 Q1	$6.39M	Buy	24,153 +244	+1%	+$65K	1.87%	15
2024 Q4	$6.07M	Buy	23,909 +791	+3%	+$213K	1.76%	15
2024 Q3	$6.52M	Sell	23,118 -565	-2%	-$157K	1.88%	14
2024 Q2	$6.3M	Buy	23,683 +661	+3%	+$173K	1.89%	12
2024 Q1	$6.23M	Buy	23,022 +690	+3%	+$181K	4.24%	7
2023 Q4	$5.6M	Buy	22,332 +1,303	+6%	+$309K	4.38%	7
2023 Q3	$4.94M	Buy	21,029 +505	+2%	+$123K	4.41%	7
2023 Q2	$5.03M	Sell	20,524 -4,044,981	-99%	-$984M	2.03%	12
2023 Q1	$17K	Buy	+4,065,505	New	+$978M	0.41%	34

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Summit Wealth Group's VHT Position: Q1 2026 in Review

Summit Wealth Group increased its Vanguard Health Care ETF (VHT) stake by 1.3% in Q1 2026, buying an estimated $89.8K and bringing the position to 24,506 shares worth $6.67M. The position accounts for 1.53% of the portfolio, ranked #19.

Summit Wealth Group first reported a position in VHT in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.96M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Summit Wealth Group held 24,506 shares of Vanguard Health Care ETF worth $6.67M as of Q1 2026.
Summit Wealth Group bought 314 Vanguard Health Care ETF shares in Q1 2026, an estimated $89.8K.
Vanguard Health Care ETF made up 1.53% of Summit Wealth Group's portfolio in Q1 2026, its #19 holding.
Summit Wealth Group first reported a position in Vanguard Health Care ETF in Q1 2023 and has held it in 13 quarters since.
Summit Wealth Group's Vanguard Health Care ETF position peaked at $6.96M in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.