Congress Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Congress Wealth Management’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
2025 Q2	$29.6M	Buy	119,011 +8,144	+7%	+$2.01M	0.29%	83
2025 Q1	$29.4M	Buy	110,867 +33,781	+44%	+$9M	0.35%	65
2024 Q4	$19.6M	Sell	77,086 -2,013	-3%	-$542K	0.27%	102
2024 Q3	$22.3M	Sell	79,099 -605	-0.8%	-$168K	0.3%	86
2024 Q2	$21.2M	Buy	+79,704	New	+$20.9M	0.34%	69
2023 Q4	–	Sell	-80,817	Closed	-$19M	–	671
2023 Q3	$19M	Sell	80,817 -1,429	-2%	-$348K	0.39%	53
2023 Q2	$20.1M	Sell	82,246 -3,053	-4%	-$743K	0.47%	44
2023 Q1	$20.3M	Sell	85,299 -710	-0.8%	-$171K	0.49%	42
2022 Q4	$21.3M	Buy	86,009 +478	+0.6%	+$116K	0.55%	44
2022 Q3	$19.1M	Sell	85,531 -674	-0.8%	-$161K	0.52%	40
2022 Q2	$20.3M	Sell	86,205 -120	-0.1%	-$28.9K	0.52%	39
2022 Q1	$22M	Sell	86,325 -7,843	-8%	-$1.94M	0.48%	50
2021 Q4	$25.1M	Buy	+94,168	New	+$24M	0.5%	50

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Congress Wealth Management's VHT Position: Q2 2025 in Review

Congress Wealth Management increased its Vanguard Health Care ETF (VHT) stake by 7.3% in Q2 2025, buying an estimated $2.01M and bringing the position to 119,011 shares worth $29.6M. The position accounts for 0.29% of the portfolio, ranked #83.

Congress Wealth Management first reported a position in VHT in Q4 2021 and has held it in 13 quarters since. 1,018 funds tracked by Wall St. Rank hold VHT as of Q2 2025.

Congress Wealth Management held 119,011 shares of Vanguard Health Care ETF worth $29.6M as of Q2 2025.
Congress Wealth Management bought 8,144 Vanguard Health Care ETF shares in Q2 2025, an estimated $2.01M.
Vanguard Health Care ETF made up 0.29% of Congress Wealth Management's portfolio in Q2 2025, its #83 holding.
Congress Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 13 quarters since.
1,018 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.