WFA of San Diego’s Vanguard Health Care ETF VHT Stock Holding History

WFA of San Diego’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	$2.72K	Hold	10	–	–	﹤0.01%	347
2025 Q4	$2.88K	Sell	10 -400	-98%	-$112K	﹤0.01%	354
2025 Q3	$106K	Hold	410	–	–	0.07%	138
2025 Q2	$102K	Buy	+410	New	+$101K	0.08%	133
2024 Q3	$116K	Hold	410	–	–	0.1%	120
2024 Q2	$109K	Buy	+410	New	+$107K	0.1%	117
2023 Q3	$2.35K	Sell	10 -150	-94%	-$36.6K	﹤0.01%	342
2023 Q2	$39.2K	Buy	+160	New	+$38.9K	0.04%	190
2023 Q1	–	Sell	-235	Closed	-$58.3K	–	411
2022 Q4	$58.3K	Buy	+235	New	+$57K	0.04%	178
2022 Q3	–	Sell	-160	Closed	-$38K	–	384
2022 Q2	$38K	Buy	+160	New	+$38.6K	0.03%	178
2021 Q1	–	Sell	-280	Closed	-$223	–	128
2020 Q4	$223	Buy	+280	New	+$59.9K	0.06%	43

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

WFA of San Diego's VHT Position: Q1 2026 in Review

WFA of San Diego held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 10 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

WFA of San Diego first reported a position in VHT in Q4 2020 and has held it in 11 quarters since. The position peaked at $116K in Q3 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

WFA of San Diego held 10 shares of Vanguard Health Care ETF worth $2.72K as of Q1 2026.
WFA of San Diego left its Vanguard Health Care ETF share count unchanged in Q1 2026.
Vanguard Health Care ETF made up ﹤0.01% of WFA of San Diego's portfolio in Q1 2026, its #347 holding.
WFA of San Diego first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 11 quarters since.
WFA of San Diego's Vanguard Health Care ETF position peaked at $116K in Q3 2024.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.