VA
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Valmark Advisers’s Vanguard Health Care ETF VHT Stock Holding History

Valmark Advisers’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 		$2.61M Sell
9,572
-320
-3% -$91.5K 0.03% 209
2025
Q4 		$2.85M Buy
9,892
+16
+0.2% +$4.47K 0.04% 192
2025
Q3 		$2.56M Sell
9,876
-135
-1% -$33.9K 0.03% 197
2025
Q2 		$2.49M Buy
10,011
+375
+4% +$92.7K 0.03% 193
2025
Q1 		$2.55M Buy
9,636
+396
+4% +$105K 0.04% 173
2024
Q4 		$2.34M Buy
9,240
+766
+9% +$206K 0.04% 183
2024
Q3 		$2.39M Buy
8,474
+272
+3% +$75.6K 0.04% 176
2024
Q2 		$2.18M Buy
8,202
+136
+2% +$35.7K 0.04% 166
2024
Q1 		$2.18M Buy
8,066
+186
+2% +$48.9K 0.04% 162
2023
Q4 		$1.98M Buy
7,880
+273
+4% +$64.7K 0.04% 166
2023
Q3 		$1.79M Sell
7,607
-190
-2% -$46.3K 0.04% 160
2023
Q2 		$1.91M Sell
7,797
-34
-0.4% -$8.27K 0.04% 151
2023
Q1 		$1.87M Buy
7,831
+248
+3% +$59.7K 0.04% 152
2022
Q4 		$1.88M Sell
7,583
-4,537
-37% -$1.1M 0.04% 146
2022
Q3 		$2.71M Buy
12,120
+332
+3% +$79.2K 0.05% 101
2022
Q2 		$2.78M Buy
11,788
+2,824
+32% +$681K 0.05% 98
2022
Q1 		$2.28M Buy
8,964
+2,254
+34% +$557K 0.04% 113
2021
Q4 		$1.79M Sell
6,710
-291
-4% -$74.2K 0.03% 136
2021
Q3 		$1.73M Buy
7,001
+7
+0.1% +$1.8K 0.03% 128
2021
Q2 		$1.73M Sell
6,994
-3,688
-35% -$881K 0.03% 132
2021
Q1 		$2.44M Sell
10,682
-1,322
-11% -$303K 0.05% 94
2020
Q4 		$2.69M Sell
12,004
-2,974
-20% -$636K 0.05% 82
2020
Q3 		$3.06M Buy
14,978
+1,198
+9% +$242K 0.07% 70
2020
Q2 		$2.65M Buy
13,780
+3,906
+40% +$733K 0.06% 68
2020
Q1 		$1.64M Buy
9,874
+6,568
+199% +$1.2M 0.04% 75
2019
Q4 		$634K Buy
3,306
+348
+12% +$62.4K 0.01% 136
2019
Q3 		$496K Buy
2,958
+1,005
+51% +$172K 0.01% 152
2019
Q2 		$340K Hold
1,953
– – 0.01% 170
2019
Q1 		$337K Buy
+1,953
New +$331K 0.01% 166

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

Valmark Advisers's VHT Position: Q1 2026 in Review

Valmark Advisers reduced its Vanguard Health Care ETF (VHT) stake by 3.2% in Q1 2026, selling an estimated $91.5K and leaving 9,572 shares worth $2.61M. The position accounts for 0.03% of the portfolio, ranked #209.

Valmark Advisers first reported a position in VHT in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.06M in Q3 2020. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Valmark Advisers held 9,572 shares of Vanguard Health Care ETF worth $2.61M as of Q1 2026.
  • Valmark Advisers sold 320 Vanguard Health Care ETF shares in Q1 2026, an estimated $91.5K.
  • Vanguard Health Care ETF made up 0.03% of Valmark Advisers's portfolio in Q1 2026, its #209 holding.
  • Valmark Advisers first reported a position in Vanguard Health Care ETF in Q1 2019 and has held it in 29 quarters since.
  • Valmark Advisers's Vanguard Health Care ETF position peaked at $3.06M in Q3 2020.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.