Corient Private Wealth
VHT icon

Corient Private Wealth’s Vanguard Health Care ETF VHT Stock Holding History

Corient Private Wealth’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 		$11.5M Sell
43,907
-43,760
-50% -$12.5M 0.02% 575
2025
Q4 		$25.2M Buy
87,667
+61,086
+230% +$17.1M 0.02% 509
2025
Q3 		$6.9M Sell
26,581
-17,070
-39% -$4.28M 0.01% 613
2025
Q2 		$10.8M Sell
43,651
-1,449
-3% -$358K 0.01% 511
2025
Q1 		$11.9M Sell
45,100
-2,523
-5% -$672K 0.02% 482
2024
Q4 		$11.7M Sell
47,623
-3,952
-8% -$1.06M 0.02% 474
2024
Q3 		$14.6M Sell
51,575
-1,762
-3% -$489K 0.02% 474
2024
Q2 		$14.2M Buy
53,337
+17,949
+51% +$4.71M 0.02% 449
2024
Q1 		$9.57M Sell
35,388
-16,047
-31% -$4.22M 0.02% 535
2023
Q4 		$12.9M Buy
51,435
+2,647
+5% +$627K 0.02% 472
2023
Q3 		$11.5M Sell
48,788
-49,444
-50% -$12.1M 0.03% 452
2023
Q2 		$24M Buy
98,232
+512
+0.5% +$125K 0.06% 303
2023
Q1 		$23.3M Buy
97,720
+22,362
+30% +$5.38M 0.06% 278
2022
Q4 		$18.7M Buy
+75,358
New +$18.3M 0.07% 276

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

Corient Private Wealth's VHT Position: Q1 2026 in Review

Corient Private Wealth reduced its Vanguard Health Care ETF (VHT) stake by 50% in Q1 2026, selling an estimated $12.5M and leaving 43,907 shares worth $11.5M. The position accounts for 0.02% of the portfolio, ranked #575.

Corient Private Wealth first reported a position in VHT in Q4 2022 and has held it in 14 quarters since. The position peaked at $25.2M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Corient Private Wealth held 43,907 shares of Vanguard Health Care ETF worth $11.5M as of Q1 2026.
  • Corient Private Wealth sold 43,760 Vanguard Health Care ETF shares in Q1 2026, an estimated $12.5M.
  • Vanguard Health Care ETF made up 0.02% of Corient Private Wealth's portfolio in Q1 2026, its #575 holding.
  • Corient Private Wealth first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Vanguard Health Care ETF position peaked at $25.2M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.