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Biltmore Family Office’s Vanguard Health Care ETF VHT Stock Holding History

Biltmore Family Office’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 		$30.5K Buy
102
+75
+278% +$20.9K ﹤0.01% 297
2026
Q1 		$7.35K Sell
27
-263
-91% -$75.2K ﹤0.01% 309
2025
Q4 		$83.5K Buy
+290
New +$81K 0.01% 253

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

Biltmore Family Office's VHT Position: Q2 2026 in Review

Biltmore Family Office increased its Vanguard Health Care ETF (VHT) stake by 278% in Q2 2026, buying an estimated $20.9K and bringing the position to 102 shares worth $30.5K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Biltmore Family Office first reported a position in VHT in Q4 2025 and has held it in 3 quarters since. The position peaked at $83.5K in Q4 2025. 1,120 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Biltmore Family Office held 102 shares of Vanguard Health Care ETF worth $30.5K as of Q2 2026.
  • Biltmore Family Office bought 75 Vanguard Health Care ETF shares in Q2 2026, an estimated $20.9K.
  • Vanguard Health Care ETF made up ﹤0.01% of Biltmore Family Office's portfolio in Q2 2026, its #297 holding.
  • Biltmore Family Office first reported a position in Vanguard Health Care ETF in Q4 2025 and has held it in 3 quarters since.
  • Biltmore Family Office's Vanguard Health Care ETF position peaked at $83.5K in Q4 2025.
  • 1,120 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.