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
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

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

Cerity Partners's VHT Position: Q2 2026 in Review

Cerity Partners reduced its Vanguard Health Care ETF (VHT) stake by 3% in Q2 2026, selling an estimated $668K and leaving 78,577 shares worth $23.5M. The position accounts for 0.03% of the portfolio, ranked #432.

Cerity Partners first reported a position in VHT in Q4 2021 and has held it in 19 quarters since. The position peaked at $114M in Q1 2023. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Cerity Partners held 78,577 shares of Vanguard Health Care ETF worth $23.5M as of Q2 2026.
  • Cerity Partners sold 2,404 Vanguard Health Care ETF shares in Q2 2026, an estimated $668K.
  • Vanguard Health Care ETF made up 0.03% of Cerity Partners's portfolio in Q2 2026, its #432 holding.
  • Cerity Partners first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 19 quarters since.
  • Cerity Partners's Vanguard Health Care ETF position peaked at $114M in Q1 2023.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.