Creative Planning
VHT icon

Creative Planning’s Vanguard Health Care ETF VHT Stock Holding History

Creative Planning’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 		$22.7M Buy
83,244
+3,274
+4% +$936K 0.02% 393
2025
Q4 		$23M Sell
79,970
-199
-0.2% -$55.6K 0.02% 340
2025
Q3 		$20.8M Buy
80,169
+3,291
+4% +$826K 0.02% 352
2025
Q2 		$19.1M Buy
76,878
+2,982
+4% +$737K 0.02% 348
2025
Q1 		$19.6M Buy
73,896
+6,823
+10% +$1.82M 0.02% 331
2024
Q4 		$17M Sell
67,073
-5,048
-7% -$1.36M 0.02% 324
2024
Q3 		$20.4M Buy
72,121
+5,347
+8% +$1.49M 0.02% 279
2024
Q2 		$17.8M Sell
66,774
-580
-0.9% -$152K 0.02% 286
2024
Q1 		$18.2M Sell
67,354
-1,225
-2% -$322K 0.02% 284
2023
Q4 		$17.2M Buy
68,579
+2,811
+4% +$666K 0.03% 272
2023
Q3 		$15.5M Buy
65,768
+4,694
+8% +$1.14M 0.02% 277
2023
Q2 		$15M Sell
61,074
-1,977
-3% -$481K 0.02% 272
2023
Q1 		$15M Buy
63,051
+1,512
+2% +$364K 0.02% 258
2022
Q4 		$15.3M Sell
61,539
-1,535
-2% -$372K 0.02% 246
2022
Q3 		$14.1M Sell
63,074
-516
-0.8% -$123K 0.02% 239
2022
Q2 		$15M Buy
63,590
+5,817
+10% +$1.4M 0.02% 238
2022
Q1 		$14.7M Buy
57,773
+9,983
+21% +$2.47M 0.02% 257
2021
Q4 		$12.7M Buy
47,790
+1,401
+3% +$357K 0.02% 244
2021
Q3 		$11.5M Sell
46,389
-3,955
-8% -$1.01M 0.02% 244
2021
Q2 		$12.4M Buy
50,344
+1,542
+3% +$368K 0.02% 231
2021
Q1 		$11.2M Buy
48,802
+4,021
+9% +$922K 0.02% 254
2020
Q4 		$10M Buy
44,781
+1,092
+2% +$233K 0.02% 259
2020
Q3 		$8.91M Buy
43,689
+13,448
+44% +$2.72M 0.02% 229
2020
Q2 		$5.83M Sell
30,241
-1,181
-4% -$222K 0.02% 266
2020
Q1 		$5.22M Buy
31,422
+1,873
+6% +$342K 0.02% 252
2019
Q4 		$5.67M Sell
29,549
-571
-2% -$102K 0.02% 275
2019
Q3 		$5.05M Buy
30,120
+279
+0.9% +$47.8K 0.02% 283
2019
Q2 		$5.19M Sell
29,841
-65
-0.2% -$11K 0.02% 278
2019
Q1 		$5.16M Sell
29,906
-1,043
-3% -$177K 0.02% 268
2018
Q4 		$4.97M Buy
30,949
+2,249
+8% +$381K 0.02% 245
2018
Q3 		$5.18M Sell
28,700
-660
-2% -$113K 0.02% 263
2018
Q2 		$4.67M Buy
29,360
+1,250
+4% +$197K 0.02% 263
2018
Q1 		$4.32M Buy
28,110
+3,500
+14% +$559K 0.02% 282
2017
Q4 		$3.79M Buy
24,610
+1,218
+5% +$187K 0.02% 301
2017
Q3 		$3.56M Sell
23,392
-1,580
-6% -$236K 0.02% 306
2017
Q2 		$3.68M Buy
24,972
+11,488
+85% +$1.62M 0.02% 278
2017
Q1 		$1.86M Buy
13,484
+1,036
+8% +$140K 0.01% 449
2016
Q4 		$1.58M Buy
12,448
+500
+4% +$63.8K 0.01% 474
2016
Q3 		$1.59M Sell
11,948
-1,578
-12% -$213K 0.01% 445
2016
Q2 		$1.76M Sell
13,526
-1,434
-10% -$184K 0.01% 366
2016
Q1 		$1.84M Sell
14,960
-2,885
-16% -$351K 0.01% 330
2015
Q4 		$2.37M Sell
17,845
-8,115
-31% -$1.06M 0.02% 274
2015
Q3 		$3.18M Sell
25,960
-2,429
-9% -$333K 0.03% 215
2015
Q2 		$3.97M Buy
28,389
+6,015
+27% +$831K 0.04% 175
2015
Q1 		$3.03M Buy
22,374
+2,656
+13% +$350K 0.03% 210
2014
Q4 		$2.48M Buy
19,718
+9,473
+92% +$1.16M 0.03% 229
2014
Q3 		$1.2M Buy
10,245
+1,419
+16% +$163K 0.01% 346
2014
Q2 		$985K Buy
8,826
+852
+11% +$91.1K 0.01% 391
2014
Q1 		$853K Buy
7,974
+1,349
+20% +$143K 0.01% 423
2013
Q4 		$670K Sell
6,625
-255
-4% -$25K 0.01% 437
2013
Q3 		$641K Buy
6,880
+1,990
+41% +$183K 0.01% 368
2013
Q2 		$422K Buy
+4,890
New +$422K 0.01% 447

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

Creative Planning's VHT Position: Q1 2026 in Review

Creative Planning increased its Vanguard Health Care ETF (VHT) stake by 4.1% in Q1 2026, buying an estimated $936K and bringing the position to 83,244 shares worth $22.7M. The position accounts for 0.02% of the portfolio, ranked #393.

Creative Planning first reported a position in VHT in Q2 2013 and has held it in 52 quarters since. The position peaked at $23M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Creative Planning held 83,244 shares of Vanguard Health Care ETF worth $22.7M as of Q1 2026.
  • Creative Planning bought 3,274 Vanguard Health Care ETF shares in Q1 2026, an estimated $936K.
  • Vanguard Health Care ETF made up 0.02% of Creative Planning's portfolio in Q1 2026, its #393 holding.
  • Creative Planning first reported a position in Vanguard Health Care ETF in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Vanguard Health Care ETF position peaked at $23M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.