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

Bay Harbor 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	$10.6K	Hold	39	–	–	﹤0.01%	214
2025 Q4	$11.2K	Hold	39	–	–	﹤0.01%	172
2025 Q3	$10.1K	Hold	39	–	–	﹤0.01%	148
2025 Q2	$9.69K	Hold	39	–	–	﹤0.01%	146
2025 Q1	$10.3K	Hold	39	–	–	﹤0.01%	124
2024 Q4	$9.89K	Hold	39	–	–	﹤0.01%	127
2024 Q3	$11.1K	Hold	39	–	–	﹤0.01%	119
2024 Q2	$10.4K	Hold	39	–	–	﹤0.01%	116
2024 Q1	$10.6K	Hold	39	–	–	﹤0.01%	118
2023 Q4	$9.78K	Hold	39	–	–	﹤0.01%	115
2023 Q3	$9.2K	Hold	39	–	–	﹤0.01%	110
2023 Q2	$9.58K	Hold	39	–	–	﹤0.01%	112
2023 Q1	$9.3K	Hold	39	–	–	﹤0.01%	109
2022 Q4	$10K	Hold	39	–	–	﹤0.01%	131
2022 Q3	$9K	Hold	39	–	–	﹤0.01%	138
2022 Q2	$9K	Hold	39	–	–	﹤0.01%	139
2022 Q1	$10K	Hold	39	–	–	﹤0.01%	136
2021 Q4	$10K	Buy	+39	New	+$9.95K	﹤0.01%	136

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bay Harbor Wealth Management's VHT Position: Q1 2026 in Review

Bay Harbor Wealth Management held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 39 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

Bay Harbor Wealth Management first reported a position in VHT in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.2K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Bay Harbor Wealth Management held 39 shares of Vanguard Health Care ETF worth $10.6K as of Q1 2026.
Bay Harbor Wealth Management left its Vanguard Health Care ETF share count unchanged in Q1 2026.
Vanguard Health Care ETF made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #214 holding.
Bay Harbor Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 18 quarters since.
Bay Harbor Wealth Management's Vanguard Health Care ETF position peaked at $11.2K in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.