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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
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 $1.37T 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

Dakota Wealth Management's VHT Position: Q1 2026 in Review

Dakota Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 0.35% in Q1 2026, selling an estimated $30.3K and leaving 29,958 shares worth $8.16M. The position accounts for 0.18% of the portfolio, ranked #126.

Dakota Wealth Management first reported a position in VHT in Q3 2019 and has held it in 27 quarters since. The position peaked at $14.8M in Q1 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Dakota Wealth Management held 29,958 shares of Vanguard Health Care ETF worth $8.16M as of Q1 2026.
  • Dakota Wealth Management sold 106 Vanguard Health Care ETF shares in Q1 2026, an estimated $30.3K.
  • Vanguard Health Care ETF made up 0.18% of Dakota Wealth Management's portfolio in Q1 2026, its #126 holding.
  • Dakota Wealth Management first reported a position in Vanguard Health Care ETF in Q3 2019 and has held it in 27 quarters since.
  • Dakota Wealth Management's Vanguard Health Care ETF position peaked at $14.8M in Q1 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.