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The Family Firm’s Vanguard Health Care ETF VHT Stock Holding History

The Family Firm’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
Q2 		– Sell
-1,382
Closed -$366K – 196
2025
Q1 		$366K Buy
1,382
+5
+0.4% +$1.33K 0.08% 143
2024
Q4 		$350K Buy
1,377
+409
+42% +$110K 0.08% 149
2024
Q3 		$273K Buy
968
+7
+0.7% +$1.94K 0.06% 176
2024
Q2 		$256K Hold
961
– – 0.06% 174
2024
Q1 		$260K Sell
961
-111
-10% -$29.2K 0.06% 169
2023
Q4 		$269K Buy
1,072
+7
+0.7% +$1.66K 0.07% 160
2023
Q3 		$250K Buy
1,065
+4
+0.4% +$975 0.07% 151
2023
Q2 		$260K Hold
1,061
– – 0.07% 157
2023
Q1 		$253K Buy
1,061
+3
+0.3% +$722 0.07% 154
2022
Q4 		$262K Buy
1,058
+8
+0.8% +$1.94K 0.08% 153
2022
Q3 		$235K Buy
1,050
+51
+5% +$12.2K 0.08% 155
2022
Q2 		$235K Sell
999
-6
-0.6% -$1.45K 0.07% 165
2022
Q1 		$256K Buy
1,005
+2
+0.2% +$494 0.07% 161
2021
Q4 		$267K Buy
1,003
+3
+0.3% +$765 0.07% 154
2021
Q3 		$253K Buy
1,000
+3
+0.3% +$770 0.07% 152
2021
Q2 		$246K Buy
997
+3
+0.3% +$717 0.07% 153
2021
Q1 		$227K Sell
994
-518
-34% -$119K 0.07% 155
2020
Q4 		$351K Buy
+1,512
New +$323K 0.1% 114

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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

The Family Firm's VHT Position: Q2 2025 in Review

The Family Firm sold out of Vanguard Health Care ETF (VHT) in Q2 2025, closing a stake of 1,382 shares — an estimated $366K sold.

The Family Firm first reported a position in VHT in Q4 2020 and held it in 18 quarters. The position peaked at $366K in Q1 2025. 1,016 funds tracked by Wall St. Rank hold VHT as of Q2 2025.

  • The Family Firm reported no remaining Vanguard Health Care ETF position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 1,382 Vanguard Health Care ETF shares in Q2 2025, an estimated $366K.
  • The Family Firm first reported a position in Vanguard Health Care ETF in Q4 2020 and held it in 18 quarters.
  • The Family Firm's Vanguard Health Care ETF position peaked at $366K in Q1 2025.
  • 1,016 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.