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Endeavor Private Wealth’s Vanguard Health Care ETF VHT Stock Holding History

Endeavor Private 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 		$848K Sell
2,837
-606
-18% -$168K 0.21% 91
2026
Q1 		$938K Sell
3,443
-440
-11% -$126K 0.27% 79
2025
Q4 		$1.12M Sell
3,883
-334
-8% -$93.3K 0.32% 74
2025
Q3 		$1.09M Buy
+4,217
New +$1.06M 0.34% 71

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

Endeavor Private Wealth's VHT Position: Q2 2026 in Review

Endeavor Private Wealth reduced its Vanguard Health Care ETF (VHT) stake by 18% in Q2 2026, selling an estimated $168K and leaving 2,837 shares worth $848K. The position accounts for 0.21% of the portfolio, ranked #91.

Endeavor Private Wealth first reported a position in VHT in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.12M in Q4 2025. 1,120 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Endeavor Private Wealth held 2,837 shares of Vanguard Health Care ETF worth $848K as of Q2 2026.
  • Endeavor Private Wealth sold 606 Vanguard Health Care ETF shares in Q2 2026, an estimated $168K.
  • Vanguard Health Care ETF made up 0.21% of Endeavor Private Wealth's portfolio in Q2 2026, its #91 holding.
  • Endeavor Private Wealth first reported a position in Vanguard Health Care ETF in Q3 2025 and has held it in 4 quarters since.
  • Endeavor Private Wealth's Vanguard Health Care ETF position peaked at $1.12M in Q4 2025.
  • 1,120 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Endeavor Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.