CFO
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Collective Family Office’s Vanguard Health Care ETF VHT Stock Holding History

Collective Family Office’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 		$380K Sell
1,271
-33
-3% -$9.17K 0.08% 132
2026
Q1 		$355K Sell
1,304
-400
-23% -$114K 0.08% 126
2025
Q4 		$490K Sell
1,704
-1
-0.1% -$279 0.11% 111
2025
Q3 		$443K Hold
1,705
– – 0.11% 116
2025
Q2 		$423K Sell
1,705
-475
-22% -$117K 0.11% 115
2025
Q1 		$577K Sell
2,180
-595
-21% -$159K 0.16% 97
2024
Q4 		$704K Sell
2,775
-295
-10% -$79.5K 0.19% 93
2024
Q3 		$866K Sell
3,070
-350
-10% -$97.2K 0.24% 85
2024
Q2 		$910K Sell
3,420
-125
-4% -$32.8K 0.27% 81
2024
Q1 		$959K Hold
3,545
– – 0.31% 74
2023
Q4 		$889K Sell
3,545
-1,045
-23% -$247K 0.31% 68
2023
Q3 		$1.08M Sell
4,590
-400
-8% -$97.5K 0.42% 57
2023
Q2 		$1.22M Buy
4,990
+1,519
+44% +$370K 0.48% 49
2023
Q1 		$828K Sell
3,471
-155
-4% -$37.3K 0.34% 67
2022
Q4 		$899K Sell
3,626
-300
-8% -$72.7K 0.4% 59
2022
Q3 		$878K Sell
3,926
-300
-7% -$71.6K 0.44% 57
2022
Q2 		$995K Sell
4,226
-303
-7% -$73K 0.43% 67
2022
Q1 		$1.15M Sell
4,529
-400
-8% -$98.8K 0.44% 60
2021
Q4 		$1.31M Hold
4,929
– – 0.52% 59
2021
Q3 		$1.22M Buy
4,929
+3
+0.1% +$770 0.52% 49
2021
Q2 		$1.22M Sell
4,926
-50
-1% -$11.9K 0.52% 53
2021
Q1 		$1.14M Sell
4,976
-200
-4% -$45.9K 0.56% 48
2020
Q4 		$1.16M Buy
+5,176
New +$1.11M 0.64% 45

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

Collective Family Office's VHT Position: Q2 2026 in Review

Collective Family Office reduced its Vanguard Health Care ETF (VHT) stake by 2.5% in Q2 2026, selling an estimated $9.17K and leaving 1,271 shares worth $380K. The position accounts for 0.08% of the portfolio, ranked #132.

Collective Family Office first reported a position in VHT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.31M in Q4 2021. 1,120 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Collective Family Office held 1,271 shares of Vanguard Health Care ETF worth $380K as of Q2 2026.
  • Collective Family Office sold 33 Vanguard Health Care ETF shares in Q2 2026, an estimated $9.17K.
  • Vanguard Health Care ETF made up 0.08% of Collective Family Office's portfolio in Q2 2026, its #132 holding.
  • Collective Family Office first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 23 quarters since.
  • Collective Family Office's Vanguard Health Care ETF position peaked at $1.31M in Q4 2021.
  • 1,120 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.