AssetMark Inc
VHT icon

AssetMark Inc’s Vanguard Health Care ETF VHT Stock Holding History

AssetMark Inc’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 		$5.25M Buy
19,268
+5,759
+43% +$1.65M 0.01% 647
2025
Q4 		$3.89M Buy
13,509
+840
+7% +$235K 0.01% 708
2025
Q3 		$3.29M Sell
12,669
-473
-4% -$119K 0.01% 717
2025
Q2 		$3.26M Buy
13,142
+9,063
+222% +$2.24M 0.01% 676
2025
Q1 		$1.08M Buy
4,079
+117
+3% +$31.2K ﹤0.01% 851
2024
Q4 		$1.01M Buy
3,962
+2,881
+267% +$776K ﹤0.01% 850
2024
Q3 		$305K Buy
1,081
+489
+83% +$136K ﹤0.01% 955
2024
Q2 		$157K Buy
592
+120
+25% +$31.5K ﹤0.01% 1037
2024
Q1 		$128K Buy
472
+437
+1,249% +$115K ﹤0.01% 1027
2023
Q4 		$8.78K Buy
+35
New +$8.29K ﹤0.01% 1395
2023
Q2 		– Sell
-26
Closed -$6.2K – 1684
2023
Q1 		$6.2K Buy
+26
New +$6.26K ﹤0.01% 1309
2022
Q2 		– Sell
-55
Closed -$14K – 1678
2022
Q1 		$14K Buy
+55
New +$13.6K ﹤0.01% 1152
2021
Q4 		– Sell
-10
Closed -$2K – 1650
2021
Q3 		$2K Buy
10
+9
+900% +$2.31K ﹤0.01% 1291
2021
Q2 		$0 Buy
+1
New +$239 ﹤0.01% 1553
2021
Q1 		– Sell
-38
Closed -$9K – 1546
2020
Q4 		$9K Hold
38
– – ﹤0.01% 949
2020
Q3 		$8K Buy
+38
New +$7.69K ﹤0.01% 942
2020
Q1 		– Sell
-121
Closed -$23K – 1541
2019
Q4 		$23K Buy
+121
New +$21.7K ﹤0.01% 902
2017
Q2 		– Sell
-1
Closed – – 1496
2017
Q1 		$0 Buy
+1
New +$135 ﹤0.01% 1444

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

AssetMark Inc's VHT Position: Q1 2026 in Review

AssetMark Inc increased its Vanguard Health Care ETF (VHT) stake by 43% in Q1 2026, buying an estimated $1.65M and bringing the position to 19,268 shares worth $5.25M. The position accounts for 0.01% of the portfolio, ranked #647.

AssetMark Inc first reported a position in VHT in Q1 2017 and has held it in 18 quarters since. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • AssetMark Inc held 19,268 shares of Vanguard Health Care ETF worth $5.25M as of Q1 2026.
  • AssetMark Inc bought 5,759 Vanguard Health Care ETF shares in Q1 2026, an estimated $1.65M.
  • Vanguard Health Care ETF made up 0.01% of AssetMark Inc's portfolio in Q1 2026, its #647 holding.
  • AssetMark Inc first reported a position in Vanguard Health Care ETF in Q1 2017 and has held it in 18 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.