Allied Private Wealth’s Vanguard Health Care ETF VHT Stock Holding History

Allied Private Wealth’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 Q2	$859K	Buy	+2,801	New	+$779K	0.55%	35

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allied Private Wealth's VHT Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Vanguard Health Care ETF (VHT) in Q2 2026: 2,801 shares worth $859K. The stake represents 0.55% of the portfolio and ranks #35 among its holdings.

1,113 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Allied Private Wealth held 2,801 shares of Vanguard Health Care ETF worth $859K as of Q2 2026.
Vanguard Health Care ETF was a new Allied Private Wealth position in Q2 2026.
Vanguard Health Care ETF made up 0.55% of Allied Private Wealth's portfolio in Q2 2026, its #35 holding.
1,113 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.