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
Q2 		$12.8M Sell
42,930
-977
-2% -$272K 0.02% 563
2026
Q1 		$11.5M Sell
43,907
-64
-0.1% -$18.3K 0.02% 575
2025
Q4 		$12.7M Buy
43,971
+17,390
+65% +$4.86M 0.02% 503
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 $1.55T 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

Corient Private Wealth's VHT Position: Q2 2026 in Review

Corient Private Wealth reduced its Vanguard Health Care ETF (VHT) stake by 2.2% in Q2 2026, selling an estimated $272K and leaving 42,930 shares worth $12.8M. The position accounts for 0.02% of the portfolio, ranked #563.

Corient Private Wealth first reported a position in VHT in Q4 2022 and has held it in 15 quarters since. The position peaked at $24M in Q2 2023. 1,118 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Corient Private Wealth held 42,930 shares of Vanguard Health Care ETF worth $12.8M as of Q2 2026.
  • Corient Private Wealth sold 977 Vanguard Health Care ETF shares in Q2 2026, an estimated $272K.
  • Vanguard Health Care ETF made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #563 holding.
  • Corient Private Wealth first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Vanguard Health Care ETF position peaked at $24M in Q2 2023.
  • 1,118 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.