Beta Wealth Group’s Vanguard Health Care ETF VHT Stock Holding History

Beta Wealth Group’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
2025 Q2	–	Sell	-816	Closed	-$216K	–	114
2025 Q1	$216K	Sell	816 -18,664	-96%	-$4.97M	0.08%	99
2024 Q4	$4.94M	Buy	19,480 +386	+2%	+$104K	2.19%	13
2024 Q3	$5.39M	Sell	19,094 -4,759	-20%	-$1.32M	2.43%	12
2024 Q2	$6.34M	Buy	23,853 +132	+0.6%	+$34.6K	3.01%	9
2024 Q1	$6.42M	Buy	23,721 +14,604	+160%	+$3.84M	3.12%	10
2023 Q4	$2.29M	Sell	9,117 -1,197	-12%	-$283K	1.2%	28
2023 Q3	$2.42M	Sell	10,314 -359	-3%	-$87.5K	1.43%	25
2023 Q2	$2.61M	Sell	10,673 -489	-4%	-$119K	1.51%	22
2023 Q1	$2.66M	Sell	11,162 -9,140	-45%	-$2.2M	1.52%	22
2022 Q4	$5.04M	Sell	20,302 -477	-2%	-$116K	3.38%	8
2022 Q3	$4.65M	Buy	20,779 +1,641	+9%	+$392K	3.35%	8
2022 Q2	$4.51M	Buy	+19,138	New	+$4.61M	3.02%	11

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Beta Wealth Group's VHT Position: Q2 2025 in Review

Beta Wealth Group sold out of Vanguard Health Care ETF (VHT) in Q2 2025, closing a stake of 816 shares — an estimated $216K sold.

Beta Wealth Group first reported a position in VHT in Q2 2022 and held it in 12 quarters. The position peaked at $6.42M in Q1 2024. 1,016 funds tracked by Wall St. Rank hold VHT as of Q2 2025.

Beta Wealth Group reported no remaining Vanguard Health Care ETF position as of Q2 2025 after selling out during the quarter.
Beta Wealth Group sold 816 Vanguard Health Care ETF shares in Q2 2025, an estimated $216K.
Beta Wealth Group first reported a position in Vanguard Health Care ETF in Q2 2022 and held it in 12 quarters.
Beta Wealth Group's Vanguard Health Care ETF position peaked at $6.42M in Q1 2024.
1,016 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2025.

Based on Beta Wealth Group's 13F filing for Q2 2025, filed 11 Aug 2025.