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Wakefield Asset Management’s Vanguard Health Care ETF VHT Stock Holding History

Wakefield Asset Management’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 		– Sell
-2,347
Closed -$676K – 246
2025
Q4 		$676K Buy
+2,347
New +$656K 0.18% 145

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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

Wakefield Asset Management's VHT Position: Q1 2026 in Review

Wakefield Asset Management sold out of Vanguard Health Care ETF (VHT) in Q1 2026, closing a stake of 2,347 shares — an estimated $676K sold.

Wakefield Asset Management first reported a position in VHT in Q4 2025 and held it in 1 quarter. The position peaked at $676K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Wakefield Asset Management reported no remaining Vanguard Health Care ETF position as of Q1 2026 after selling out during the quarter.
  • Wakefield Asset Management sold 2,347 Vanguard Health Care ETF shares in Q1 2026, an estimated $676K.
  • Wakefield Asset Management first reported a position in Vanguard Health Care ETF in Q4 2025 and held it in 1 quarter.
  • Wakefield Asset Management's Vanguard Health Care ETF position peaked at $676K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Wakefield Asset Management's 13F filing for Q1 2026, filed 12 May 2026.