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Coastal Bridge Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Coastal Bridge 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
Q1 		$307K Buy
1,128
+1
+0.1% +$286 0.02% 376
2025
Q4 		$324K Buy
1,127
+2
+0.2% +$559 0.02% 359
2025
Q3 		$292K Hold
1,125
– – 0.02% 368
2025
Q2 		$279K Buy
1,125
+57
+5% +$14.1K 0.02% 369
2025
Q1 		$283K Buy
+1,068
New +$285K 0.07% 204

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Coastal Bridge Advisors's VHT Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Vanguard Health Care ETF (VHT) stake by 0.09% in Q1 2026, buying an estimated $286 and bringing the position to 1,128 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #376.

Coastal Bridge Advisors first reported a position in VHT in Q1 2025 and has held it in 5 quarters since. The position peaked at $324K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Coastal Bridge Advisors held 1,128 shares of Vanguard Health Care ETF worth $307K as of Q1 2026.
  • Coastal Bridge Advisors bought 1 Vanguard Health Care ETF share in Q1 2026, an estimated $286.
  • Vanguard Health Care ETF made up 0.02% of Coastal Bridge Advisors's portfolio in Q1 2026, its #376 holding.
  • Coastal Bridge Advisors first reported a position in Vanguard Health Care ETF in Q1 2025 and has held it in 5 quarters since.
  • Coastal Bridge Advisors's Vanguard Health Care ETF position peaked at $324K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.