Choate Investment Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Choate Investment Advisors’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	$3M	Hold	10,018	–	–	0.05%	138
2026 Q1	$2.73M	Hold	10,018	–	–	0.05%	133
2025 Q4	$2.88M	Hold	10,018	–	–	0.06%	125
2025 Q3	$2.6M	Hold	10,018	–	–	0.05%	135
2025 Q2	$2.49M	Hold	10,018	–	–	0.05%	125
2025 Q1	$2.65M	Sell	10,018 -59	-0.6%	-$15.7K	0.07%	117
2024 Q4	$2.56M	Hold	10,077	–	–	0.06%	124
2024 Q3	$2.84M	Hold	10,077	–	–	0.07%	112
2024 Q2	$2.68M	Sell	10,077 -3,859	-28%	-$1.01M	0.07%	114
2024 Q1	$3.77M	Buy	+13,936	New	+$3.66M	0.1%	105

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Choate Investment Advisors's VHT Position: Q2 2026 in Review

Choate Investment Advisors held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 10,018 shares worth $3M. The position accounts for 0.05% of the portfolio, ranked #138.

Choate Investment Advisors first reported a position in VHT in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.77M in Q1 2024. 1,122 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Choate Investment Advisors held 10,018 shares of Vanguard Health Care ETF worth $3M as of Q2 2026.
Choate Investment Advisors left its Vanguard Health Care ETF share count unchanged in Q2 2026.
Vanguard Health Care ETF made up 0.05% of Choate Investment Advisors's portfolio in Q2 2026, its #138 holding.
Choate Investment Advisors first reported a position in Vanguard Health Care ETF in Q1 2024 and has held it in 10 quarters since.
Choate Investment Advisors's Vanguard Health Care ETF position peaked at $3.77M in Q1 2024.
1,122 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.