ZF
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Zhang Financial’s Vanguard Health Care ETF VHT Stock Holding History

Zhang Financial’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 		$600K Buy
2,203
+339
+18% +$96.9K 0.02% 227
2025
Q4 		$536K Buy
1,864
+1
+0.1% +$279 0.02% 219
2025
Q3 		$484K Buy
1,863
+5
+0.3% +$1.25K 0.02% 218
2025
Q2 		$461K Sell
1,858
-129
-6% -$31.9K 0.02% 206
2025
Q1 		$526K Hold
1,987
– – 0.03% 203
2024
Q4 		$504K Sell
1,987
-23
-1% -$6.2K 0.03% 198
2024
Q3 		$567K Hold
2,010
– – 0.04% 186
2024
Q2 		$535K Buy
2,010
+104
+5% +$27.3K 0.04% 178
2024
Q1 		$515K Buy
1,906
+2
+0.1% +$525 0.04% 187
2023
Q4 		$477K Buy
1,904
+83
+5% +$19.7K 0.04% 184
2023
Q3 		$428K Hold
1,821
– – 0.04% 176
2023
Q2 		$446K Hold
1,821
– – 0.05% 164
2023
Q1 		$434K Sell
1,821
-133
-7% -$32K 0.05% 165
2022
Q4 		$485K Buy
1,954
+24
+1% +$5.82K 0.06% 149
2022
Q3 		$432K Sell
1,930
-167
-8% -$39.9K 0.07% 140
2022
Q2 		$494K Buy
2,097
+401
+24% +$96.7K 0.08% 134
2022
Q1 		$431K Hold
1,696
– – 0.07% 146
2021
Q4 		$452K Buy
1,696
+205
+14% +$52.3K 0.08% 129
2021
Q3 		$369K Hold
1,491
– – 0.09% 109
2021
Q2 		$368K Buy
1,491
+201
+16% +$48K 0.09% 92
2021
Q1 		$295K Buy
1,290
+180
+16% +$41.3K 0.08% 99
2020
Q4 		$248K Buy
+1,110
New +$237K 0.08% 98

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

Zhang Financial's VHT Position: Q1 2026 in Review

Zhang Financial increased its Vanguard Health Care ETF (VHT) stake by 18% in Q1 2026, buying an estimated $96.9K and bringing the position to 2,203 shares worth $600K. The position accounts for 0.02% of the portfolio, ranked #227.

Zhang Financial first reported a position in VHT in Q4 2020 and has held it in 22 quarters since. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Zhang Financial held 2,203 shares of Vanguard Health Care ETF worth $600K as of Q1 2026.
  • Zhang Financial bought 339 Vanguard Health Care ETF shares in Q1 2026, an estimated $96.9K.
  • Vanguard Health Care ETF made up 0.02% of Zhang Financial's portfolio in Q1 2026, its #227 holding.
  • Zhang Financial first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.