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Cary Street Partners’s Vanguard Health Care ETF VHT Stock Holding History

Cary Street Partners’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 		$638K Sell
2,134
-202
-9% -$56.2K 0.01% 600
2026
Q1 		$636K Buy
2,336
+473
+25% +$135K 0.02% 543
2025
Q4 		$536K Buy
1,863
+290
+18% +$81K 0.01% 579
2025
Q3 		$408K Hold
1,573
– – 0.01% 620
2025
Q2 		$391K Sell
1,573
-32
-2% -$7.91K 0.01% 614
2025
Q1 		$425K Buy
1,605
+33
+2% +$8.79K 0.01% 573
2024
Q4 		$399K Buy
+1,572
New +$424K 0.01% 549

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

Cary Street Partners's VHT Position: Q2 2026 in Review

Cary Street Partners reduced its Vanguard Health Care ETF (VHT) stake by 8.6% in Q2 2026, selling an estimated $56.2K and leaving 2,134 shares worth $638K. The position accounts for 0.01% of the portfolio, ranked #600.

Cary Street Partners first reported a position in VHT in Q4 2024 and has held it in 7 quarters since. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Cary Street Partners held 2,134 shares of Vanguard Health Care ETF worth $638K as of Q2 2026.
  • Cary Street Partners sold 202 Vanguard Health Care ETF shares in Q2 2026, an estimated $56.2K.
  • Vanguard Health Care ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #600 holding.
  • Cary Street Partners first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.