U.S. Capital Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

U.S. Capital Wealth 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	$2.62M	Buy	9,637 +726	+8%	+$208K	0.07%	282
2025 Q4	$2.57M	Buy	8,911 +250	+3%	+$69.8K	0.07%	282
2025 Q3	$2.25M	Buy	8,661 +1,001	+13%	+$251K	0.06%	306
2025 Q2	$1.9M	Buy	7,660 +5,261	+219%	+$1.3M	0.06%	309
2025 Q1	$635K	Buy	2,399 +56	+2%	+$14.9K	0.02%	531
2024 Q4	$594K	Buy	2,343 +1,283	+121%	+$346K	0.02%	527
2024 Q3	$299K	Buy	+1,060	New	+$294K	0.01%	587
2024 Q2	–	Sell	-1,087	Closed	-$294K	–	711
2024 Q1	$294K	Hold	1,087	–	–	0.01%	573
2023 Q4	$273K	Hold	1,087	–	–	0.01%	574
2023 Q3	$256K	Buy	1,087 +117	+12%	+$28.5K	0.01%	550
2023 Q2	$237K	Buy	+970	New	+$236K	0.01%	585
2023 Q1	–	Sell	-932	Closed	-$231K	–	1503
2022 Q4	$231K	Buy	+932	New	+$226K	0.01%	575
2022 Q3	–	Sell	-1,492	Closed	-$351K	–	693
2022 Q2	$351K	Sell	1,492 -48	-3%	-$11.6K	0.02%	533
2022 Q1	$392K	Sell	1,540 -122	-7%	-$30.1K	0.01%	558
2021 Q4	$443K	Buy	1,662 +69	+4%	+$17.6K	0.02%	540
2021 Q3	$394K	Buy	+1,593	New	+$409K	0.02%	551

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

U.S. Capital Wealth Advisors's VHT Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Vanguard Health Care ETF (VHT) stake by 8.1% in Q1 2026, buying an estimated $208K and bringing the position to 9,637 shares worth $2.62M. The position accounts for 0.07% of the portfolio, ranked #282.

U.S. Capital Wealth Advisors first reported a position in VHT in Q3 2021 and has held it in 16 quarters since. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

U.S. Capital Wealth Advisors held 9,637 shares of Vanguard Health Care ETF worth $2.62M as of Q1 2026.
U.S. Capital Wealth Advisors bought 726 Vanguard Health Care ETF shares in Q1 2026, an estimated $208K.
Vanguard Health Care ETF made up 0.07% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #282 holding.
U.S. Capital Wealth Advisors first reported a position in Vanguard Health Care ETF in Q3 2021 and has held it in 16 quarters since.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.