FCH
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Freestone Capital Holdings’s Vanguard Health Care ETF VHT Stock Holding History

Freestone Capital Holdings’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 		$787K Sell
2,890
-73
-2% -$20.9K 0.02% 272
2025
Q4 		$853K Buy
2,963
+184
+7% +$51.4K 0.03% 260
2025
Q3 		$721K Buy
2,779
+4
+0.1% +$1K 0.02% 281
2025
Q2 		$689K Hold
2,775
– – 0.02% 256
2025
Q1 		$735K Buy
2,775
+502
+22% +$134K 0.03% 246
2024
Q4 		$577K Buy
2,273
+56
+3% +$15.1K 0.02% 265
2024
Q3 		$626K Sell
2,217
-136
-6% -$37.8K 0.02% 266
2024
Q2 		$626K Buy
2,353
+36
+2% +$9.44K 0.02% 267
2024
Q1 		$627K Buy
2,317
+1,185
+105% +$311K 0.02% 275
2023
Q4 		$284K Hold
1,132
– – 0.01% 337
2023
Q3 		$266K Hold
1,132
– – 0.01% 304
2023
Q2 		$277K Hold
1,132
– – 0.01% 314
2023
Q1 		$270K Buy
+1,132
New +$272K 0.01% 304
2021
Q1 		– Sell
-280
Closed -$62.7K – 1103
2020
Q4 		$62.7K Hold
280
– – ﹤0.01% 518
2020
Q3 		$57.2K Buy
+280
New +$56.7K ﹤0.01% 472
2018
Q4 		– Sell
-3,513
Closed -$634K – 456
2018
Q3 		$634K Buy
+3,513
New +$604K ﹤0.01% 265

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

Freestone Capital Holdings's VHT Position: Q1 2026 in Review

Freestone Capital Holdings reduced its Vanguard Health Care ETF (VHT) stake by 2.5% in Q1 2026, selling an estimated $20.9K and leaving 2,890 shares worth $787K. The position accounts for 0.02% of the portfolio, ranked #272.

Freestone Capital Holdings first reported a position in VHT in Q3 2018 and has held it in 16 quarters since. The position peaked at $853K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Freestone Capital Holdings held 2,890 shares of Vanguard Health Care ETF worth $787K as of Q1 2026.
  • Freestone Capital Holdings sold 73 Vanguard Health Care ETF shares in Q1 2026, an estimated $20.9K.
  • Vanguard Health Care ETF made up 0.02% of Freestone Capital Holdings's portfolio in Q1 2026, its #272 holding.
  • Freestone Capital Holdings first reported a position in Vanguard Health Care ETF in Q3 2018 and has held it in 16 quarters since.
  • Freestone Capital Holdings's Vanguard Health Care ETF position peaked at $853K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.