Crewe Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Crewe Advisors’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	$68.1K	Hold	250	–	–	0.01%	346
2025 Q4	$72K	Hold	250	–	–	0.01%	323
2025 Q3	$64.9K	Hold	250	–	–	0.01%	346
2025 Q2	$62.1K	Hold	250	–	–	0.01%	271
2025 Q1	$66.2K	Hold	250	–	–	0.01%	245
2024 Q4	$63.4K	Hold	250	–	–	0.01%	260
2024 Q3	$70.5K	Hold	250	–	–	0.01%	264
2024 Q2	$66.5K	Hold	250	–	–	0.01%	324
2024 Q1	$67.6K	Hold	250	–	–	0.01%	329
2023 Q4	$62.7K	Hold	250	–	–	0.01%	119
2023 Q3	$58.8K	Hold	250	–	–	0.01%	129
2023 Q2	$61.2K	Hold	250	–	–	0.01%	254
2023 Q1	$59.6K	Hold	250	–	–	0.01%	292
2022 Q4	$62K	Hold	250	–	–	0.01%	287
2022 Q3	$56K	Hold	250	–	–	0.01%	303
2022 Q2	$59K	Hold	250	–	–	0.01%	273
2022 Q1	$64K	Hold	250	–	–	0.01%	210
2021 Q4	$67K	Hold	250	–	–	0.01%	168
2021 Q3	$62K	Hold	250	–	–	0.01%	141
2021 Q2	$62K	Hold	250	–	–	0.02%	142
2021 Q1	$57K	Hold	250	–	–	0.01%	144
2020 Q4	$56K	Hold	250	–	–	0.02%	133
2020 Q3	$51K	Buy	+250	New	+$50.6K	0.02%	125

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Crewe Advisors's VHT Position: Q1 2026 in Review

Crewe Advisors held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 250 shares worth $68.1K. The position accounts for 0.01% of the portfolio, ranked #346.

Crewe Advisors first reported a position in VHT in Q3 2020 and has held it in 23 quarters since. The position peaked at $72K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Crewe Advisors held 250 shares of Vanguard Health Care ETF worth $68.1K as of Q1 2026.
Crewe Advisors left its Vanguard Health Care ETF share count unchanged in Q1 2026.
Vanguard Health Care ETF made up 0.01% of Crewe Advisors's portfolio in Q1 2026, its #346 holding.
Crewe Advisors first reported a position in Vanguard Health Care ETF in Q3 2020 and has held it in 23 quarters since.
Crewe Advisors's Vanguard Health Care ETF position peaked at $72K in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.