Values Added Financial’s Vanguard Health Care ETF VHT Stock Holding History

Values Added Financial’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	$553K	Hold	2,031	–	–	0.23%	71
2025 Q4	$585K	Hold	2,031	–	–	0.25%	70
2025 Q3	$527K	Hold	2,031	–	–	0.23%	70
2025 Q2	$504K	Hold	2,031	–	–	0.24%	73
2025 Q1	$538K	Buy	2,031 +19	+0.9%	+$5.06K	0.3%	63
2024 Q4	$510K	Hold	2,012	–	–	0.3%	63
2024 Q3	$568K	Hold	2,012	–	–	0.36%	50
2024 Q2	$535K	Hold	2,012	–	–	0.39%	49
2024 Q1	$544K	Hold	2,012	–	–	0.42%	49
2023 Q4	$504K	Hold	2,012	–	–	0.41%	44
2023 Q3	$473K	Hold	2,012	–	–	0.43%	46
2023 Q2	$493K	Buy	+2,012	New	+$489K	0.46%	44

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

Values Added Financial's VHT Position: Q1 2026 in Review

Values Added Financial held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 2,031 shares worth $553K. The position accounts for 0.23% of the portfolio, ranked #71.

Values Added Financial first reported a position in VHT in Q2 2023 and has held it in 12 quarters since. The position peaked at $585K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Values Added Financial held 2,031 shares of Vanguard Health Care ETF worth $553K as of Q1 2026.
Values Added Financial left its Vanguard Health Care ETF share count unchanged in Q1 2026.
Vanguard Health Care ETF made up 0.23% of Values Added Financial's portfolio in Q1 2026, its #71 holding.
Values Added Financial first reported a position in Vanguard Health Care ETF in Q2 2023 and has held it in 12 quarters since.
Values Added Financial's Vanguard Health Care ETF position peaked at $585K in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Values Added Financial's 13F filing for Q1 2026, filed 20 Apr 2026.