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CreativeOne Wealth’s Vanguard Health Care ETF VHT Stock Holding History

CreativeOne 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 		$3.85M Buy
12,881
+158
+1% +$43.9K 0.08% 229
2026
Q1 		$3.46M Sell
12,723
-3,708
-23% -$1.06M 0.08% 240
2025
Q4 		$4.73M Sell
16,431
-230
-1% -$64.3K 0.11% 162
2025
Q3 		$4.33M Buy
16,661
+3,737
+29% +$938K 0.11% 176
2025
Q2 		$3.21M Sell
12,924
-490
-4% -$121K 0.08% 224
2025
Q1 		$3.55M Buy
13,414
+7,408
+123% +$1.97M 0.11% 183
2024
Q4 		$1.52M Buy
6,006
+1,002
+20% +$270K 0.05% 351
2024
Q3 		$1.41M Buy
5,004
+1,325
+36% +$368K 0.05% 340
2024
Q2 		$979K Sell
3,679
-501
-12% -$131K 0.05% 333
2024
Q1 		$1.13M Buy
4,180
+1,011
+32% +$266K 0.05% 351
2023
Q4 		$794K Sell
3,169
-39
-1% -$9.24K 0.05% 285
2023
Q3 		$754K Sell
3,208
-6,047
-65% -$1.47M 0.05% 274
2023
Q2 		$2.27M Sell
9,255
-156
-2% -$38K 0.11% 184
2023
Q1 		$2.24M Sell
9,411
-827
-8% -$199K 0.11% 162
2022
Q4 		$2.54M Buy
10,238
+512
+5% +$124K 0.14% 129
2022
Q3 		$2.18M Buy
9,726
+162
+2% +$38.7K 0.13% 134
2022
Q2 		$2.25M Sell
9,564
-370
-4% -$89.2K 0.12% 140
2022
Q1 		$2.53M Sell
9,934
-1,601
-14% -$396K 0.13% 127
2021
Q4 		$3.07M Buy
11,535
+3,770
+49% +$961K 0.15% 104
2021
Q3 		$1.92M Buy
7,765
+2,329
+43% +$597K 0.11% 157
2021
Q2 		$1.34M Buy
5,436
+240
+5% +$57.4K 0.08% 199
2021
Q1 		$1.19M Buy
5,196
+616
+13% +$141K 0.09% 182
2020
Q4 		$1.02M Buy
4,580
+1,430
+45% +$306K 0.08% 183
2020
Q3 		$643K Buy
3,150
+73
+2% +$14.8K 0.09% 140
2020
Q2 		$593K Buy
3,077
+9
+0.3% +$1.69K 0.09% 115
2020
Q1 		$510K Buy
3,068
+1,183
+63% +$216K 0.1% 98
2019
Q4 		$361K Buy
+1,885
New +$338K 0.06% 142

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

CreativeOne Wealth's VHT Position: Q2 2026 in Review

CreativeOne Wealth increased its Vanguard Health Care ETF (VHT) stake by 1.2% in Q2 2026, buying an estimated $43.9K and bringing the position to 12,881 shares worth $3.85M. The position accounts for 0.08% of the portfolio, ranked #229.

CreativeOne Wealth first reported a position in VHT in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.73M in Q4 2025. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • CreativeOne Wealth held 12,881 shares of Vanguard Health Care ETF worth $3.85M as of Q2 2026.
  • CreativeOne Wealth bought 158 Vanguard Health Care ETF shares in Q2 2026, an estimated $43.9K.
  • Vanguard Health Care ETF made up 0.08% of CreativeOne Wealth's portfolio in Q2 2026, its #229 holding.
  • CreativeOne Wealth first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 27 quarters since.
  • CreativeOne Wealth's Vanguard Health Care ETF position peaked at $4.73M in Q4 2025.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.