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Dakota Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Dakota Wealth Management’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 		$7.97M Sell
26,641
-3,317
-11% -$922K 0.15% 140
2026
Q1 		$8.16M Sell
29,958
-106
-0.4% -$30.3K 0.18% 126
2025
Q4 		$8.65M Sell
30,064
-1,831
-6% -$512K 0.15% 118
2025
Q3 		$8.28M Sell
31,895
-4,144
-11% -$1.04M 0.17% 113
2025
Q2 		$8.95M Sell
36,039
-14,628
-29% -$3.62M 0.19% 106
2025
Q1 		$13.4M Sell
50,667
-484
-0.9% -$129K 0.31% 66
2024
Q4 		$13M Sell
51,151
-885
-2% -$238K 0.3% 77
2024
Q3 		$14.7M Sell
52,036
-724
-1% -$201K 0.33% 68
2024
Q2 		$14M Sell
52,760
-2,022
-4% -$530K 0.33% 63
2024
Q1 		$14.8M Sell
54,782
-132
-0.2% -$34.7K 0.37% 59
2023
Q4 		$13.8M Buy
54,914
+2,640
+5% +$625K 0.53% 44
2023
Q3 		$12.3M Buy
52,274
+44,697
+590% +$10.9M 0.54% 44
2023
Q2 		$1.86M Buy
7,577
+100
+1% +$24.3K 0.09% 189
2023
Q1 		$1.78M Buy
7,477
+218
+3% +$52.5K 0.12% 163
2022
Q4 		$1.8M Buy
7,259
+178
+3% +$43.2K 0.13% 163
2022
Q3 		$1.58M Buy
7,081
+5,668
+401% +$1.35M 0.13% 174
2022
Q2 		$333K Buy
1,413
+65
+5% +$15.7K 0.03% 356
2022
Q1 		$343K Sell
1,348
-232
-15% -$57.3K 0.03% 342
2021
Q4 		$421K Buy
1,580
+207
+15% +$52.8K 0.04% 264
2021
Q3 		$339K Sell
1,373
-48
-3% -$12.3K 0.04% 265
2021
Q2 		$351K Buy
1,421
+2
+0.1% +$478 0.04% 261
2021
Q1 		$325K Sell
1,419
-96
-6% -$22K 0.04% 248
2020
Q4 		$339K Sell
1,515
-34
-2% -$7.27K 0.04% 239
2020
Q3 		$316K Buy
1,549
+4
+0.3% +$810 0.05% 224
2020
Q2 		$298K Sell
1,545
-155
-9% -$29.1K 0.05% 220
2020
Q1 		$282K Sell
1,700
-196
-10% -$35.8K 0.06% 205
2019
Q4 		$363K Sell
1,896
-15
-0.8% -$2.69K 0.06% 227
2019
Q3 		$320K Buy
+1,911
New +$327K 0.06% 231

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

Dakota Wealth Management's VHT Position: Q2 2026 in Review

Dakota Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 11% in Q2 2026, selling an estimated $922K and leaving 26,641 shares worth $7.97M. The position accounts for 0.15% of the portfolio, ranked #140.

Dakota Wealth Management first reported a position in VHT in Q3 2019 and has held it in 28 quarters since. The position peaked at $14.8M in Q1 2024. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Dakota Wealth Management held 26,641 shares of Vanguard Health Care ETF worth $7.97M as of Q2 2026.
  • Dakota Wealth Management sold 3,317 Vanguard Health Care ETF shares in Q2 2026, an estimated $922K.
  • Vanguard Health Care ETF made up 0.15% of Dakota Wealth Management's portfolio in Q2 2026, its #140 holding.
  • Dakota Wealth Management first reported a position in Vanguard Health Care ETF in Q3 2019 and has held it in 28 quarters since.
  • Dakota Wealth Management's Vanguard Health Care ETF position peaked at $14.8M in Q1 2024.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.