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Wharton Business Group’s Vanguard Health Care ETF VHT Stock Holding History

Wharton Business 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 		$414K Buy
1,519
+35
+2% +$10K 0.02% 103
2025
Q4 		$427K Sell
1,484
-3,065
-67% -$856K 0.02% 102
2025
Q3 		$1.18M Sell
4,549
-10
-0.2% -$2.51K 0.05% 76
2025
Q2 		$1.18M Buy
4,559
+30
+0.7% +$7.41K 0.05% 77
2025
Q1 		$1.2M Buy
4,529
+20
+0.4% +$5.33K 0.05% 77
2024
Q4 		$1.14M Sell
4,509
-105
-2% -$28.3K 0.05% 77
2024
Q3 		$1.3M Sell
4,614
-14
-0.3% -$3.89K 0.06% 78
2024
Q2 		$1.23M Sell
4,628
-26
-0.6% -$6.82K 0.06% 74
2024
Q1 		$1.26M Sell
4,654
-620
-12% -$163K 0.06% 73
2023
Q4 		$1.32M Sell
5,274
-1,029
-16% -$244K 0.07% 74
2023
Q3 		$1.48M Sell
6,303
-60
-0.9% -$14.6K 0.08% 73
2023
Q2 		$1.56M Buy
6,363
+40
+0.6% +$9.73K 0.1% 65
2023
Q1 		$1.51M Buy
6,323
+20
+0.3% +$4.81K 0.09% 68
2022
Q4 		$1.56M Buy
6,303
+55
+0.9% +$13.3K 0.09% 70
2022
Q3 		$1.4M Buy
6,248
+70
+1% +$16.7K 0.09% 66
2022
Q2 		$1.46M Sell
6,178
-20
-0.3% -$4.82K 0.1% 65
2022
Q1 		$1.58M Sell
6,198
-525
-8% -$130K 0.1% 65
2021
Q4 		$1.79M Hold
6,723
– – 0.11% 58
2021
Q3 		$1.66M Sell
6,723
-110
-2% -$28.2K 0.17% 32
2021
Q2 		$1.69M Sell
6,833
-20
-0.3% -$4.78K 0.13% 51
2021
Q1 		$1.57M Hold
6,853
– – 0.12% 53
2020
Q4 		$1.53M Sell
6,853
-465
-6% -$99.4K 0.13% 52
2020
Q3 		$1.49M Sell
7,318
-1,878
-20% -$380K 0.14% 51
2020
Q2 		$1.77M Sell
9,196
-130
-1% -$24.4K 0.17% 50
2020
Q1 		$1.55M Sell
9,326
-43
-0.5% -$7.86K 0.18% 46
2019
Q4 		$1.8M Hold
9,369
– – 0.17% 46
2019
Q3 		$1.57M Sell
9,369
-135
-1% -$23.1K 0.16% 46
2019
Q2 		$1.65M Hold
9,504
– – 0.17% 44
2019
Q1 		$1.64M Buy
9,504
+30
+0.3% +$5.08K 0.17% 45
2018
Q4 		$1.52M Sell
9,474
-5,809
-38% -$984K 0.18% 46
2018
Q3 		$2.76M Sell
15,283
-117
-0.8% -$20.1K 0.27% 44
2018
Q2 		$2.45M Sell
15,400
-165
-1% -$26K 0.26% 45
2018
Q1 		$2.39M Sell
15,565
-6,460
-29% -$1.03M 0.25% 45
2017
Q4 		$3.37M Buy
22,025
+38
+0.2% +$5.83K 0.35% 43
2017
Q3 		$3.35M Sell
21,987
-711
-3% -$106K 0.35% 41
2017
Q2 		$3.35M Sell
22,698
-70
-0.3% -$9.89K 0.36% 41
2017
Q1 		$3.14M Sell
22,768
-415
-2% -$55.9K 0.34% 45
2016
Q4 		$2.94M Sell
23,183
-45
-0.2% -$5.74K 0.35% 47
2016
Q3 		$3.09M Sell
23,228
-1,565
-6% -$211K 0.38% 51
2016
Q2 		$3.23M Sell
24,793
-6,905
-22% -$886K 0.38% 51
2016
Q1 		$3.91M Sell
31,698
-132
-0.4% -$16.1K 0.43% 44
2015
Q4 		$4.23M Sell
31,830
-2,660
-8% -$347K 0.42% 50
2015
Q3 		$4.23M Sell
34,490
-480
-1% -$65.8K 0.42% 51
2015
Q2 		$4.89K Sell
34,970
-260
-0.7% -$35.9K 0.32% 52
2015
Q1 		$4.77M Buy
35,230
+95
+0.3% +$12.5K 0.39% 51
2014
Q4 		$4.41M Buy
35,135
+155
+0.4% +$19K 0.37% 58
2014
Q3 		$4.09M Buy
34,980
+4,785
+16% +$548K 0.36% 62
2014
Q2 		$3.37M Sell
30,195
-715
-2% -$76.5K 0.37% 62
2014
Q1 		$3.31M Hold
30,910
– – 0.27% 76
2013
Q4 		$3.13M Sell
30,910
-2,400
-7% -$235K 0.26% 68
2013
Q3 		$3.1M Hold
33,310
– – 0.26% 68
2013
Q2 		$2.88M Buy
+33,310
New +$2.87M 0.25% 68

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

Wharton Business Group's VHT Position: Q1 2026 in Review

Wharton Business Group increased its Vanguard Health Care ETF (VHT) stake by 2.4% in Q1 2026, buying an estimated $10K and bringing the position to 1,519 shares worth $414K. The position accounts for 0.02% of the portfolio, ranked #103.

Wharton Business Group first reported a position in VHT in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.77M in Q1 2015. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Wharton Business Group held 1,519 shares of Vanguard Health Care ETF worth $414K as of Q1 2026.
  • Wharton Business Group bought 35 Vanguard Health Care ETF shares in Q1 2026, an estimated $10K.
  • Vanguard Health Care ETF made up 0.02% of Wharton Business Group's portfolio in Q1 2026, its #103 holding.
  • Wharton Business Group first reported a position in Vanguard Health Care ETF in Q2 2013 and has held it in 52 quarters since.
  • Wharton Business Group's Vanguard Health Care ETF position peaked at $4.77M in Q1 2015.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Wharton Business Group's 13F filing for Q1 2026, filed 7 May 2026.