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Beacon Pointe Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Beacon Pointe Advisors’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 		$7.88M Sell
26,357
-629
-2% -$175K 0.04% 405
2026
Q1 		$7.35M Sell
26,986
-2,597
-9% -$742K 0.04% 386
2025
Q4 		$8.52M Buy
29,583
+19,547
+195% +$5.46M 0.06% 285
2025
Q3 		$2.61M Buy
10,036
+1,310
+15% +$329K 0.02% 489
2025
Q2 		$2.17M Sell
8,726
-678
-7% -$168K 0.02% 474
2025
Q1 		$2.49M Buy
9,404
+226
+2% +$60.2K 0.03% 420
2024
Q4 		$2.33M Sell
9,178
-451
-5% -$122K 0.03% 430
2024
Q3 		$2.72M Sell
9,629
-197
-2% -$54.7K 0.03% 407
2024
Q2 		$2.61M Sell
9,826
-288
-3% -$75.5K 0.03% 426
2024
Q1 		$2.74M Buy
10,114
+326
+3% +$85.6K 0.03% 427
2023
Q4 		$2.45M Sell
9,788
-350
-3% -$82.9K 0.03% 432
2023
Q3 		$2.38M Buy
10,138
+1,120
+12% +$273K 0.03% 428
2023
Q2 		$2.21M Sell
9,018
-743
-8% -$181K 0.04% 354
2023
Q1 		$2.33M Buy
9,761
+212
+2% +$51K 0.04% 365
2022
Q4 		$2.37M Buy
9,549
+326
+4% +$79K 0.05% 325
2022
Q3 		$2.06M Buy
9,223
+953
+12% +$227K 0.05% 311
2022
Q2 		$1.95M Buy
8,270
+142
+2% +$34.2K 0.04% 333
2022
Q1 		$2.07M Buy
8,128
+5,865
+259% +$1.45M 0.03% 438
2021
Q4 		$603K Buy
2,263
+249
+12% +$63.5K 0.02% 504
2021
Q3 		$498K Buy
2,014
+305
+18% +$78.2K 0.01% 543
2021
Q2 		$422K Buy
1,709
+220
+15% +$52.6K 0.02% 543
2021
Q1 		$341K Sell
1,489
-124
-8% -$28.4K 0.02% 360
2020
Q4 		$361K Sell
1,613
-15,201
-90% -$3.25M 0.02% 332
2020
Q3 		$3.43M Buy
+16,814
New +$3.4M 0.33% 69

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Beacon Pointe Advisors's VHT Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Vanguard Health Care ETF (VHT) stake by 2.3% in Q2 2026, selling an estimated $175K and leaving 26,357 shares worth $7.88M. The position accounts for 0.04% of the portfolio, ranked #405.

Beacon Pointe Advisors first reported a position in VHT in Q3 2020 and has held it in 24 quarters since. The position peaked at $8.52M in Q4 2025. 1,113 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Beacon Pointe Advisors held 26,357 shares of Vanguard Health Care ETF worth $7.88M as of Q2 2026.
  • Beacon Pointe Advisors sold 629 Vanguard Health Care ETF shares in Q2 2026, an estimated $175K.
  • Vanguard Health Care ETF made up 0.04% of Beacon Pointe Advisors's portfolio in Q2 2026, its #405 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard Health Care ETF in Q3 2020 and has held it in 24 quarters since.
  • Beacon Pointe Advisors's Vanguard Health Care ETF position peaked at $8.52M in Q4 2025.
  • 1,113 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.