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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
Q2 		$332K Sell
1,109
-19
-2% -$5.28K 0.02% 378
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 0.03% 353

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 22.9% 1-Year Est. Return

Coastal Bridge Advisors's VHT Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its Vanguard Health Care ETF (VHT) stake by 1.7% in Q2 2026, selling an estimated $5.28K and leaving 1,109 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #378.

Coastal Bridge Advisors first reported a position in VHT in Q1 2025 and has held it in 6 quarters since. 1,122 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Coastal Bridge Advisors held 1,109 shares of Vanguard Health Care ETF worth $332K as of Q2 2026.
  • Coastal Bridge Advisors sold 19 Vanguard Health Care ETF shares in Q2 2026, an estimated $5.28K.
  • Vanguard Health Care ETF made up 0.02% of Coastal Bridge Advisors's portfolio in Q2 2026, its #378 holding.
  • Coastal Bridge Advisors first reported a position in Vanguard Health Care ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,122 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.