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

Flagship 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 		$216K Buy
+721
New +$200K 0.08% 108
2026
Q1 		– Sell
-721
Closed -$208K – 116
2025
Q4 		$208K Sell
721
-690
-49% -$193K 0.08% 109
2025
Q3 		$366K Sell
1,411
-74
-5% -$18.6K 0.15% 76
2025
Q2 		$369K Buy
1,485
+3
+0.2% +$741 0.16% 74
2025
Q1 		$392K Sell
1,482
-550
-27% -$147K 0.19% 69
2024
Q4 		$515K Sell
2,032
-170
-8% -$45.8K 0.25% 60
2024
Q3 		$621K Sell
2,202
-272
-11% -$75.6K 0.32% 56
2024
Q2 		$658K Sell
2,474
-123
-5% -$32.2K 0.39% 47
2024
Q1 		$703K Buy
2,597
+7
+0.3% +$1.84K 0.45% 44
2023
Q4 		$649K Sell
2,590
-69
-3% -$16.3K 0.5% 38
2023
Q3 		$625K Buy
2,659
+8
+0.3% +$1.95K 0.55% 38
2023
Q2 		$649K Sell
2,651
-15
-0.6% -$3.65K 0.54% 40
2023
Q1 		$636K Buy
2,666
+8
+0.3% +$1.93K 0.57% 36
2022
Q4 		$659K Buy
2,658
+18
+0.7% +$4.36K 0.62% 35
2022
Q3 		$591K Hold
2,640
– – 0.61% 35
2022
Q2 		$622K Buy
2,640
+8
+0.3% +$1.93K 0.6% 34
2022
Q1 		$670K Sell
2,632
-15
-0.6% -$3.71K 0.55% 40
2021
Q4 		$705K Sell
2,647
-10
-0.4% -$2.55K 0.52% 40
2021
Q3 		$657K Buy
2,657
+1
+0% +$257 0.52% 42
2021
Q2 		$667K Sell
2,656
-58
-2% -$13.9K 0.51% 38
2021
Q1 		$624K Buy
2,714
+40
+1% +$9.17K 0.52% 35
2020
Q4 		$608K Buy
+2,674
New +$572K 0.56% 33

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

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

Flagship Private Wealth opened a new position in Vanguard Health Care ETF (VHT) in Q2 2026: 721 shares worth $216K. The stake represents 0.08% of the portfolio and ranks #108 among its holdings. This is a return to the name: Flagship Private Wealth previously reported a position in VHT as recently as Q4 2025.

Flagship Private Wealth first reported a position in VHT in Q4 2020 and has held it in 22 quarters since. The position peaked at $705K in Q4 2021. 1,113 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Flagship Private Wealth held 721 shares of Vanguard Health Care ETF worth $216K as of Q2 2026.
  • Vanguard Health Care ETF was a new Flagship Private Wealth position in Q2 2026.
  • Vanguard Health Care ETF made up 0.08% of Flagship Private Wealth's portfolio in Q2 2026, its #108 holding.
  • Flagship Private Wealth first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 22 quarters since.
  • Flagship Private Wealth's Vanguard Health Care ETF position peaked at $705K in Q4 2021.
  • 1,113 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Flagship Private Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.