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Centricity Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Centricity Wealth Management’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 		$359K Buy
1,445
+31
+2% +$7.66K 0.29% 57
2025
Q1 		$374K Buy
1,414
+248
+21% +$66.1K 0.34% 50
2024
Q4 		$296K Buy
+1,166
New +$314K 0.28% 58

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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Centricity Wealth Management's VHT Position: Q2 2025 in Review

Centricity Wealth Management increased its Vanguard Health Care ETF (VHT) stake by 2.2% in Q2 2025, buying an estimated $7.66K and bringing the position to 1,445 shares worth $359K. The position accounts for 0.29% of the portfolio, ranked #57.

Centricity Wealth Management first reported a position in VHT in Q4 2024 and has held it in 3 quarters since. The position peaked at $374K in Q1 2025. 1,018 funds tracked by Wall St. Rank hold VHT as of Q2 2025.

  • Centricity Wealth Management held 1,445 shares of Vanguard Health Care ETF worth $359K as of Q2 2025.
  • Centricity Wealth Management bought 31 Vanguard Health Care ETF shares in Q2 2025, an estimated $7.66K.
  • Vanguard Health Care ETF made up 0.29% of Centricity Wealth Management's portfolio in Q2 2025, its #57 holding.
  • Centricity Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Vanguard Health Care ETF position peaked at $374K in Q1 2025.
  • 1,018 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.