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Bleakley Financial Group’s Vanguard Health Care ETF VHT Stock Holding History

Bleakley Financial 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
2026
Q2 		$7.59M Sell
25,395
-309
-1% -$85.9K 0.1% 162
2026
Q1 		$7M Sell
25,704
-750
-3% -$214K 0.11% 160
2025
Q4 		$7.61M Sell
26,454
-647
-2% -$181K 0.13% 129
2025
Q3 		$7.04M Sell
27,101
-98
-0.4% -$24.6K 0.16% 118
2025
Q2 		$6.75M Sell
27,199
-619
-2% -$153K 0.17% 113
2025
Q1 		$7.36M Sell
27,818
-6,172
-18% -$1.64M 0.24% 82
2024
Q4 		$8.62M Sell
33,990
-386
-1% -$104K 0.26% 65
2024
Q3 		$9.7M Sell
34,376
-216
-0.6% -$60K 0.3% 54
2024
Q2 		$9.2M Sell
34,592
-212
-0.6% -$55.6K 0.27% 68
2024
Q1 		$9.42M Buy
34,804
+6,224
+22% +$1.64M 0.27% 72
2023
Q4 		$7.17M Sell
28,580
-7,354
-20% -$1.74M 0.23% 82
2023
Q3 		$8.45M Buy
35,934
+6,600
+22% +$1.61M 0.3% 67
2023
Q2 		$7.18M Sell
29,334
-5,639
-16% -$1.37M 0.22% 87
2023
Q1 		$8.34M Sell
34,973
-1,590
-4% -$383K 0.28% 71
2022
Q4 		$9.07M Buy
+36,563
New +$8.86M 0.32% 62

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

Bleakley Financial Group's VHT Position: Q2 2026 in Review

Bleakley Financial Group reduced its Vanguard Health Care ETF (VHT) stake by 1.2% in Q2 2026, selling an estimated $85.9K and leaving 25,395 shares worth $7.59M. The position accounts for 0.1% of the portfolio, ranked #162.

Bleakley Financial Group first reported a position in VHT in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.7M in Q3 2024. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Bleakley Financial Group held 25,395 shares of Vanguard Health Care ETF worth $7.59M as of Q2 2026.
  • Bleakley Financial Group sold 309 Vanguard Health Care ETF shares in Q2 2026, an estimated $85.9K.
  • Vanguard Health Care ETF made up 0.1% of Bleakley Financial Group's portfolio in Q2 2026, its #162 holding.
  • Bleakley Financial Group first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's Vanguard Health Care ETF position peaked at $9.7M in Q3 2024.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.