EFG
VHT icon

Everest Financial Group’s Vanguard Health Care ETF VHT Stock Holding History

Everest Financial 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
Q2 		$1.25M Sell
4,166
-266
-6% -$74K 0.17% 83
2026
Q1 		$1.21M Sell
4,432
-79
-2% -$22.6K 0.2% 79
2025
Q4 		$1.3M Buy
+4,511
New +$1.26M 0.29% 42

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

Everest Financial Group's VHT Position: Q2 2026 in Review

Everest Financial Group reduced its Vanguard Health Care ETF (VHT) stake by 6% in Q2 2026, selling an estimated $74K and leaving 4,166 shares worth $1.25M. The position accounts for 0.17% of the portfolio, ranked #83.

Everest Financial Group first reported a position in VHT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.3M in Q4 2025. 1,106 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Everest Financial Group held 4,166 shares of Vanguard Health Care ETF worth $1.25M as of Q2 2026.
  • Everest Financial Group sold 266 Vanguard Health Care ETF shares in Q2 2026, an estimated $74K.
  • Vanguard Health Care ETF made up 0.17% of Everest Financial Group's portfolio in Q2 2026, its #83 holding.
  • Everest Financial Group first reported a position in Vanguard Health Care ETF in Q4 2025 and has held it in 3 quarters since.
  • Everest Financial Group's Vanguard Health Care ETF position peaked at $1.3M in Q4 2025.
  • 1,106 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.