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WESCAP Management Group’s Vanguard Health Care ETF VHT Stock Holding History

WESCAP Management Group’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 		$5.52M Sell
20,259
-215
-1% -$61.5K 1.09% 24
2025
Q4 		$5.89M Buy
20,474
+1,176
+6% +$329K 1.19% 24
2025
Q3 		$5.01M Sell
19,298
-253
-1% -$63.5K 1.05% 26
2025
Q2 		$4.86M Sell
19,551
-1,961
-9% -$485K 1.11% 25
2025
Q1 		$5.69M Buy
21,512
+45
+0.2% +$12K 1.39% 19
2024
Q4 		$5.45M Sell
21,467
-101
-0.5% -$27.2K 1.32% 21
2024
Q3 		$6.09M Buy
21,568
+1,367
+7% +$380K 1.52% 18
2024
Q2 		$5.37M Buy
20,201
+564
+3% +$148K 1.52% 19
2024
Q1 		$5.31M Buy
19,637
+969
+5% +$255K 1.54% 18
2023
Q4 		$4.68M Sell
18,668
-712
-4% -$169K 1.51% 20
2023
Q3 		$4.56M Sell
19,380
-194
-1% -$47.3K 1.62% 19
2023
Q2 		$4.79M Buy
19,574
+557
+3% +$136K 1.67% 18
2023
Q1 		$4.53M Buy
19,017
+1,328
+8% +$320K 1.6% 18
2022
Q4 		$4.39M Buy
17,689
+678
+4% +$164K 1.54% 18
2022
Q3 		$3.81M Buy
17,011
+278
+2% +$66.4K 1.45% 20
2022
Q2 		$3.94M Buy
16,733
+236
+1% +$56.9K 1.35% 20
2022
Q1 		$4.2M Sell
16,497
-153
-0.9% -$37.8K 1.19% 24
2021
Q4 		$4.43M Sell
16,650
-225
-1% -$57.4K 1.22% 26
2021
Q3 		$4.17M Sell
16,875
-418
-2% -$107K 1.21% 23
2021
Q2 		$4.27M Sell
17,293
-1,113
-6% -$266K 1.24% 22
2021
Q1 		$4.21M Sell
18,406
-328
-2% -$75.2K 1.16% 23
2020
Q4 		$4.19M Sell
18,734
-2,326
-11% -$497K 1.25% 24
2020
Q3 		$4.3M Sell
21,060
-1,458
-6% -$295K 1.43% 19
2020
Q2 		$4.34M Sell
22,518
-776
-3% -$146K 1.53% 17
2020
Q1 		$3.87M Buy
23,294
+6,374
+38% +$1.16M 1.61% 16
2019
Q4 		$3.24M Sell
16,920
-316
-2% -$56.7K 1.26% 22
2019
Q3 		$2.89M Sell
17,236
-1,859
-10% -$318K 1.19% 22
2019
Q2 		$3.32M Sell
19,095
-61
-0.3% -$10.3K 1.37% 20
2019
Q1 		$3.3M Sell
19,156
-134
-0.7% -$22.7K 1.41% 22
2018
Q4 		$3.1M Sell
19,290
-1,523
-7% -$258K 1.48% 19
2018
Q3 		$3.75M Sell
20,813
-2,279
-10% -$392K 1.9% 15
2018
Q2 		$3.67M Hold
23,092
– – 1.77% 15
2018
Q1 		$3.54M Sell
23,092
-460
-2% -$73.4K 1.42% 19
2017
Q4 		$3.63M Sell
23,552
-329
-1% -$50.5K 1.43% 18
2017
Q3 		$3.64M Sell
23,881
-26
-0.1% -$3.88K 1.63% 16
2017
Q2 		$3.52M Sell
23,907
-263
-1% -$37.2K 1.66% 15
2017
Q1 		$3.33M Sell
24,170
-1,327
-5% -$179K 1.62% 17
2016
Q4 		$3.23M Sell
25,497
-390
-2% -$49.8K 1.65% 13
2016
Q3 		$3.44M Sell
25,887
-107
-0.4% -$14.4K 1.8% 12
2016
Q2 		$3.39M Sell
25,994
-495
-2% -$63.5K 1.67% 14
2016
Q1 		$3.27M Buy
+26,489
New +$3.22M 1.64% 14

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

WESCAP Management Group's VHT Position: Q1 2026 in Review

WESCAP Management Group reduced its Vanguard Health Care ETF (VHT) stake by 1.1% in Q1 2026, selling an estimated $61.5K and leaving 20,259 shares worth $5.52M. The position accounts for 1.09% of the portfolio, ranked #24.

WESCAP Management Group first reported a position in VHT in Q1 2016 and has held it in 41 quarters since. The position peaked at $6.09M in Q3 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • WESCAP Management Group held 20,259 shares of Vanguard Health Care ETF worth $5.52M as of Q1 2026.
  • WESCAP Management Group sold 215 Vanguard Health Care ETF shares in Q1 2026, an estimated $61.5K.
  • Vanguard Health Care ETF made up 1.09% of WESCAP Management Group's portfolio in Q1 2026, its #24 holding.
  • WESCAP Management Group first reported a position in Vanguard Health Care ETF in Q1 2016 and has held it in 41 quarters since.
  • WESCAP Management Group's Vanguard Health Care ETF position peaked at $6.09M in Q3 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

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