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WMS Partners’s Vanguard Health Care ETF VHT Stock Holding History

WMS Partners’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
2025
Q1 		– Sell
-5,029
Closed -$1.28M – 268
2024
Q4 		$1.28M Buy
5,029
+6
+0.1% +$1.62K 0.07% 108
2024
Q3 		$1.42M Buy
5,023
+2,303
+85% +$640K 0.08% 100
2024
Q2 		$723K Hold
2,720
– – 0.05% 121
2024
Q1 		$736K Buy
2,720
+2
+0.1% +$525 0.05% 125
2023
Q4 		$681K Sell
2,718
-2
-0.1% -$474 0.05% 122
2023
Q3 		$639K Sell
2,720
-62
-2% -$15.1K 0.05% 131
2023
Q2 		$681K Hold
2,782
– – 0.05% 129
2023
Q1 		$663K Sell
2,782
-533
-16% -$128K 0.06% 126
2022
Q4 		$822K Sell
3,315
-131
-4% -$31.8K 0.08% 110
2022
Q3 		$771K Hold
3,446
– – 0.1% 110
2022
Q2 		$812K Buy
3,446
+2
+0.1% +$482 0.13% 98
2022
Q1 		$876K Buy
+3,444
New +$851K 0.12% 88
2021
Q4 		– Sell
-3,938
Closed -$973K – 283
2021
Q3 		$973K Hold
3,938
– – 0.14% 88
2021
Q2 		$973K Buy
3,938
+5
+0.1% +$1.2K 0.14% 81
2021
Q1 		$900K Sell
3,933
-170
-4% -$39K 0.2% 70
2020
Q4 		$918K Sell
4,103
-863
-17% -$184K 0.16% 70
2020
Q3 		$1.01M Sell
4,966
-13
-0.3% -$2.63K 0.2% 62
2020
Q2 		$959K Buy
4,979
+54
+1% +$10.1K 0.2% 65
2020
Q1 		$818K Sell
4,925
-320
-6% -$58.5K 0.23% 60
2019
Q4 		$1.01M Buy
5,245
+37
+0.7% +$6.63K 0.22% 62
2019
Q3 		$873K Sell
5,208
-580
-10% -$99.3K 0.21% 69
2019
Q2 		$1.01M Buy
5,788
+2,524
+77% +$426K 0.25% 63
2019
Q1 		$563K Buy
3,264
+193
+6% +$32.7K 0.14% 94
2018
Q4 		$493K Buy
3,071
+972
+46% +$165K 0.14% 97
2018
Q3 		$379K Buy
2,099
+184
+10% +$31.6K 0.04% 144
2018
Q2 		$305K Buy
1,915
+114
+6% +$17.9K 0.04% 162
2018
Q1 		$277K Buy
1,801
+38
+2% +$6.07K 0.03% 174
2017
Q4 		$272K Hold
1,763
– – 0.03% 194
2017
Q3 		$268K Buy
1,763
+40
+2% +$5.97K 0.03% 182
2017
Q2 		$254K Hold
1,723
– – 0.03% 184
2017
Q1 		$237K Hold
1,723
– – 0.03% 182
2016
Q4 		$218K Buy
1,723
+108
+7% +$13.8K 0.03% 177
2016
Q3 		$215K Sell
1,615
-40
-2% -$5.39K 0.03% 179
2016
Q2 		$216K Buy
+1,655
New +$212K 0.03% 190

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WMS Partners's VHT Position: Q1 2025 in Review

WMS Partners sold out of Vanguard Health Care ETF (VHT) in Q1 2025, closing a stake of 5,029 shares — an estimated $1.28M sold.

WMS Partners first reported a position in VHT in Q2 2016 and held it in 34 quarters. The position peaked at $1.42M in Q3 2024. 1,056 funds tracked by Wall St. Rank hold VHT as of Q1 2025.

  • WMS Partners reported no remaining Vanguard Health Care ETF position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 5,029 Vanguard Health Care ETF shares in Q1 2025, an estimated $1.28M.
  • WMS Partners first reported a position in Vanguard Health Care ETF in Q2 2016 and held it in 34 quarters.
  • WMS Partners's Vanguard Health Care ETF position peaked at $1.42M in Q3 2024.
  • 1,056 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.