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

AE 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 		$835K Buy
3,067
+1,467
+92% +$419K ﹤0.01% 895
2025
Q4 		$461K Buy
1,600
+14
+0.9% +$3.91K ﹤0.01% 1093
2025
Q3 		$412K Sell
1,586
-174
-10% -$43.7K ﹤0.01% 1043
2025
Q2 		$437K Sell
1,760
-759
-30% -$188K ﹤0.01% 975
2025
Q1 		$667K Buy
2,519
+783
+45% +$209K 0.01% 827
2024
Q4 		$440K Sell
1,736
-255
-13% -$68.7K ﹤0.01% 946
2024
Q3 		$562K Sell
1,991
-175
-8% -$48.6K 0.01% 854
2024
Q2 		$576K Buy
2,166
+233
+12% +$61.1K 0.01% 849
2024
Q1 		$523K Sell
1,933
-12,235
-86% -$3.21M 0.01% 808
2023
Q4 		$3.61M Buy
14,168
+178
+1% +$42.2K 0.02% 700
2023
Q3 		$3.29M Buy
13,990
+1,837
+15% +$448K 0.02% 676
2023
Q2 		$2.98M Sell
12,153
-29,126
-71% -$7.09M 0.02% 714
2023
Q1 		$9.84M Sell
41,279
-2,083
-5% -$501K 0.06% 346
2022
Q4 		$10.8M Buy
43,362
+5,119
+13% +$1.24M 0.08% 302
2022
Q3 		$8.55M Sell
38,243
-14,622
-28% -$3.49M 0.07% 311
2022
Q2 		$12.4M Buy
52,865
+10,839
+26% +$2.61M 0.1% 223
2022
Q1 		$10.7M Buy
42,026
+6,637
+19% +$1.64M 0.07% 270
2021
Q4 		$9.43M Sell
35,389
-9,437
-21% -$2.41M 0.07% 275
2021
Q3 		$11.1M Buy
44,826
+32,375
+260% +$8.3M 0.09% 223
2021
Q2 		$3.08M Buy
12,451
+932
+8% +$223K 0.03% 499
2021
Q1 		$2.63M Buy
11,519
+1,466
+15% +$336K 0.03% 494
2020
Q4 		$2.25M Buy
10,053
+1,699
+20% +$363K 0.03% 464
2020
Q3 		$1.7M Sell
8,354
-16,077
-66% -$3.25M 0.02% 476
2020
Q2 		$4.71M Buy
24,431
+17,200
+238% +$3.23M 0.07% 227
2020
Q1 		$1.2M Sell
7,231
-2,879
-28% -$526K 0.03% 435
2019
Q4 		$1.94M Buy
10,110
+641
+7% +$115K 0.04% 350
2019
Q3 		$1.59M Buy
9,469
+77
+0.8% +$13.2K 0.05% 325
2019
Q2 		$1.63M Buy
9,392
+4,304
+85% +$727K 0.05% 281
2019
Q1 		$878K Buy
5,088
+240
+5% +$40.7K 0.06% 228
2018
Q4 		$779K Sell
4,848
-661
-12% -$112K 0.13% 180
2018
Q3 		$994K Buy
5,509
+393
+8% +$67.6K 0.05% 214
2018
Q2 		$814K Sell
5,116
-237
-4% -$37.3K 0.06% 192
2018
Q1 		$822K Buy
5,353
+46
+0.9% +$7.34K 0.06% 198
2017
Q4 		$818K Sell
5,307
-1,781
-25% -$273K 0.07% 186
2017
Q3 		$1.08M Sell
7,088
-872
-11% -$130K 0.1% 130
2017
Q2 		$1.17M Buy
7,960
+3,966
+99% +$561K 0.14% 125
2017
Q1 		$550K Buy
3,994
+34
+0.9% +$4.58K 0.1% 161
2016
Q4 		$502K Buy
+3,960
New +$505K 0.2% 113

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

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

AE Wealth Management increased its Vanguard Health Care ETF (VHT) stake by 92% in Q1 2026, buying an estimated $419K and bringing the position to 3,067 shares worth $835K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

AE Wealth Management first reported a position in VHT in Q4 2016 and has held it in 38 quarters since. The position peaked at $12.4M in Q2 2022. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • AE Wealth Management held 3,067 shares of Vanguard Health Care ETF worth $835K as of Q1 2026.
  • AE Wealth Management bought 1,467 Vanguard Health Care ETF shares in Q1 2026, an estimated $419K.
  • Vanguard Health Care ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #895 holding.
  • AE Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's Vanguard Health Care ETF position peaked at $12.4M in Q2 2022.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

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