Cerity Partners
VHT icon

Cerity Partners’s Vanguard Health Care ETF VHT Stock Holding History

Cerity 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
Q3 		$25.4M Buy
80,301
+1,724
+2% +$540K 0.03% 422
2026
Q2 		$23.5M Sell
78,577
-2,404
-3% -$668K 0.03% 432
2026
Q1 		$22.1M Buy
80,981
+10,266
+15% +$2.93M 0.03% 417
2025
Q4 		$20.4M Buy
70,715
+7,979
+13% +$2.23M 0.03% 416
2025
Q3 		$16.3M Sell
62,736
-22,784
-27% -$5.72M 0.03% 426
2025
Q2 		$21.2M Sell
85,520
-32,477
-28% -$8.03M 0.04% 347
2025
Q1 		$31.2M Sell
117,997
-944
-0.8% -$251K 0.06% 255
2024
Q4 		$30.2M Sell
118,941
-1,737
-1% -$468K 0.07% 242
2024
Q3 		$34.1M Sell
120,678
-568
-0.5% -$158K 0.08% 223
2024
Q2 		$32.3M Sell
121,246
-455
-0.4% -$119K 0.08% 205
2024
Q1 		$32.9M Buy
121,701
+5,589
+5% +$1.47M 0.09% 210
2023
Q4 		$29.1M Buy
116,112
+112,195
+2,864% +$26.6M 0.1% 199
2023
Q3 		$923K Sell
3,917
-112,696
-97% -$27.5M ﹤0.01% 779
2023
Q2 		$28.6M Buy
116,613
+19,272
+20% +$4.69M 0.11% 181
2023
Q1 		$114M Buy
97,341
+20,712
+27% +$4.98M 0.27% 54
2022
Q4 		$19M Sell
76,629
-24,835
-24% -$6.02M 0.12% 175
2022
Q3 		$22.7M Buy
101,464
+1,703
+2% +$406K 0.27% 75
2022
Q2 		$23.4M Buy
99,761
+2,431
+2% +$586K 0.26% 80
2022
Q1 		$24.8M Buy
97,330
+97,328
+4,866,400% +$24M 0.38% 57
2021
Q4 		$585K Buy
+2
New +$510 0.01% 550

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cerity Partners's VHT Position: Q3 2026 in Review

Cerity Partners increased its Vanguard Health Care ETF (VHT) stake by 2.2% in Q3 2026, buying an estimated $540K and bringing the position to 80,301 shares worth $25.4M. The position accounts for 0.03% of the portfolio, ranked #422.

Cerity Partners first reported a position in VHT in Q4 2021 and has held it in 20 quarters since. The position peaked at $114M in Q1 2023. 1,030 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Cerity Partners held 80,301 shares of Vanguard Health Care ETF worth $25.4M as of Q3 2026.
  • Cerity Partners bought 1,724 Vanguard Health Care ETF shares in Q3 2026, an estimated $540K.
  • Vanguard Health Care ETF made up 0.03% of Cerity Partners's portfolio in Q3 2026, its #422 holding.
  • Cerity Partners first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 20 quarters since.
  • Cerity Partners's Vanguard Health Care ETF position peaked at $114M in Q1 2023.
  • 1,030 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.