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Williams Jones Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Williams Jones Wealth 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 		$1.68M Sell
6,155
-173
-3% -$49.5K 0.02% 204
2025
Q4 		$1.82M Buy
6,328
+878
+16% +$245K 0.02% 199
2025
Q3 		$1.41M Sell
5,450
-32
-0.6% -$8.03K 0.02% 221
2025
Q2 		$1.36M Buy
5,482
+154
+3% +$38.1K 0.02% 223
2025
Q1 		$1.41M Hold
5,328
– – 0.02% 210
2024
Q4 		$1.35M Buy
5,328
+2,617
+97% +$705K 0.02% 220
2024
Q3 		$765K Buy
2,711
+16
+0.6% +$4.44K 0.01% 290
2024
Q2 		$717K Hold
2,695
– – 0.01% 294
2024
Q1 		$729K Buy
2,695
+345
+15% +$90.6K 0.01% 300
2023
Q4 		$589K Sell
2,350
-1,594
-40% -$378K 0.01% 316
2023
Q3 		$927K Buy
3,944
+597
+18% +$146K 0.01% 258
2023
Q2 		$819K Hold
3,347
– – 0.01% 278
2023
Q1 		$798K Buy
3,347
+356
+12% +$85.7K 0.01% 306
2022
Q4 		$742K Hold
2,991
– – 0.01% 306
2022
Q3 		$669K Hold
2,991
– – 0.01% 323
2022
Q2 		$704K Hold
2,991
– – 0.01% 318
2022
Q1 		$761K Buy
2,991
+394
+15% +$97.4K 0.01% 297
2021
Q4 		$692K Hold
2,597
– – 0.01% 288
2021
Q3 		$642K Sell
2,597
-235
-8% -$60.3K 0.01% 293
2021
Q2 		$700K Buy
2,832
+105
+4% +$25.1K 0.01% 281
2021
Q1 		$624K Hold
2,727
– – 0.01% 284
2020
Q4 		$610K Sell
2,727
-155
-5% -$33.1K 0.01% 271
2020
Q3 		$588K Buy
2,882
+183
+7% +$37K 0.01% 247
2020
Q2 		$520K Sell
2,699
-1,030
-28% -$193K 0.01% 253
2020
Q1 		$619K Hold
3,729
– – 0.02% 212
2019
Q4 		$715K Buy
3,729
+14
+0.4% +$2.51K 0.01% 237
2019
Q3 		$623K Buy
+3,715
New +$636K 0.01% 245

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

Williams Jones Wealth Management's VHT Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 2.7% in Q1 2026, selling an estimated $49.5K and leaving 6,155 shares worth $1.68M. The position accounts for 0.02% of the portfolio, ranked #204.

Williams Jones Wealth Management first reported a position in VHT in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.82M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Williams Jones Wealth Management held 6,155 shares of Vanguard Health Care ETF worth $1.68M as of Q1 2026.
  • Williams Jones Wealth Management sold 173 Vanguard Health Care ETF shares in Q1 2026, an estimated $49.5K.
  • Vanguard Health Care ETF made up 0.02% of Williams Jones Wealth Management's portfolio in Q1 2026, its #204 holding.
  • Williams Jones Wealth Management first reported a position in Vanguard Health Care ETF in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's Vanguard Health Care ETF position peaked at $1.82M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.