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

Yoder 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 		$444K Sell
1,630
-500
-23% -$143K 0.2% 72
2025
Q4 		$613K Sell
2,130
-184
-8% -$51.4K 0.28% 62
2025
Q3 		$601K Sell
2,314
-140
-6% -$35.1K 0.28% 61
2025
Q2 		$609K Sell
2,454
-68
-3% -$16.8K 0.32% 58
2025
Q1 		$668K Buy
2,522
+115
+5% +$30.6K 0.38% 55
2024
Q4 		$611K Buy
2,407
+173
+8% +$46.6K 0.34% 56
2024
Q3 		$630K Hold
2,234
– – 0.38% 53
2024
Q2 		$594K Buy
2,234
+39
+2% +$10.2K 0.38% 51
2024
Q1 		$594K Sell
2,195
-170
-7% -$44.7K 0.39% 51
2023
Q4 		$593K Buy
2,365
+16
+0.7% +$3.79K 0.42% 48
2023
Q3 		$552K Buy
2,349
+100
+4% +$24.4K 0.46% 49
2023
Q2 		$551K Hold
2,249
– – 0.43% 49
2023
Q1 		$536K Buy
+2,249
New +$541K 0.45% 47

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

Yoder Wealth Management's VHT Position: Q1 2026 in Review

Yoder Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 23% in Q1 2026, selling an estimated $143K and leaving 1,630 shares worth $444K. The position accounts for 0.2% of the portfolio, ranked #72.

Yoder Wealth Management first reported a position in VHT in Q1 2023 and has held it in 13 quarters since. The position peaked at $668K in Q1 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Yoder Wealth Management held 1,630 shares of Vanguard Health Care ETF worth $444K as of Q1 2026.
  • Yoder Wealth Management sold 500 Vanguard Health Care ETF shares in Q1 2026, an estimated $143K.
  • Vanguard Health Care ETF made up 0.2% of Yoder Wealth Management's portfolio in Q1 2026, its #72 holding.
  • Yoder Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2023 and has held it in 13 quarters since.
  • Yoder Wealth Management's Vanguard Health Care ETF position peaked at $668K in Q1 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.