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Crestwood Advisors Group’s Vanguard Health Care ETF VHT Stock Holding History

Crestwood Advisors Group’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 		$3.92M Buy
14,400
+13,178
+1,078% +$3.77M 0.07% 165
2025
Q4 		$352K Hold
1,222
– – 0.01% 479
2025
Q3 		$317K Sell
1,222
-27
-2% -$6.77K 0.01% 456
2025
Q2 		$310K Sell
1,249
-415
-25% -$103K 0.01% 440
2025
Q1 		$440K Sell
1,664
-46
-3% -$12.3K 0.01% 362
2024
Q4 		$434K Buy
1,710
+2
+0.1% +$539 0.01% 325
2024
Q3 		$482K Buy
1,708
+361
+27% +$100K 0.01% 295
2024
Q2 		$358K Sell
1,347
-35
-3% -$9.18K 0.01% 323
2024
Q1 		$374K Sell
1,382
-50
-3% -$13.1K 0.01% 318
2023
Q4 		$359K Buy
1,432
+210
+17% +$49.7K 0.01% 308
2023
Q3 		$287K Sell
1,222
-50
-4% -$12.2K 0.01% 300
2023
Q2 		$311K Sell
1,272
-95
-7% -$23.1K 0.01% 212
2023
Q1 		$326K Buy
1,367
+95
+7% +$22.9K 0.01% 218
2022
Q4 		$316K Hold
1,272
– – 0.01% 226
2022
Q3 		$285K Hold
1,272
– – 0.01% 223
2022
Q2 		$300K Hold
1,272
– – 0.01% 220
2022
Q1 		$324K Hold
1,272
– – 0.01% 238
2021
Q4 		$339K Hold
1,272
– – 0.01% 241
2021
Q3 		$314K Hold
1,272
– – 0.01% 225
2021
Q2 		$314K Hold
1,272
– – 0.01% 227
2021
Q1 		$291K Hold
1,272
– – 0.01% 220
2020
Q4 		$285K Hold
1,272
– – 0.01% 221
2020
Q3 		$259K Hold
1,272
– – 0.01% 207
2020
Q2 		$245K Hold
1,272
– – 0.01% 207
2020
Q1 		$211K Sell
1,272
-75
-6% -$13.7K 0.01% 206
2019
Q4 		$258K Buy
1,347
+55
+4% +$9.86K 0.01% 225
2019
Q3 		$217K Sell
1,292
-10
-0.8% -$1.71K 0.01% 231
2019
Q2 		$226K Buy
+1,302
New +$220K 0.01% 218
2017
Q2 		– Sell
-412
Closed -$58K – 418
2017
Q1 		$58K Buy
+412
New +$55.5K 0.01% 240

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

Crestwood Advisors Group's VHT Position: Q1 2026 in Review

Crestwood Advisors Group increased its Vanguard Health Care ETF (VHT) stake by 1,078% in Q1 2026, buying an estimated $3.77M and bringing the position to 14,400 shares worth $3.92M. The position accounts for 0.07% of the portfolio, ranked #165.

Crestwood Advisors Group first reported a position in VHT in Q1 2017 and has held it in 29 quarters since. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Crestwood Advisors Group held 14,400 shares of Vanguard Health Care ETF worth $3.92M as of Q1 2026.
  • Crestwood Advisors Group bought 13,178 Vanguard Health Care ETF shares in Q1 2026, an estimated $3.77M.
  • Vanguard Health Care ETF made up 0.07% of Crestwood Advisors Group's portfolio in Q1 2026, its #165 holding.
  • Crestwood Advisors Group first reported a position in Vanguard Health Care ETF in Q1 2017 and has held it in 29 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.