Gen-Wealth Partners’s Vanguard Health Care ETF VHT Stock Holding History

Gen-Wealth Partners’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	$5.38K	Hold	18	–	–	﹤0.01%	589
2026 Q1	$4.9K	Hold	18	–	–	﹤0.01%	593
2025 Q4	$5.18K	Hold	18	–	–	﹤0.01%	568
2025 Q3	$4.67K	Hold	18	–	–	﹤0.01%	571
2025 Q2	$4.47K	Hold	18	–	–	﹤0.01%	528
2025 Q1	$4.76K	Hold	18	–	–	﹤0.01%	503
2024 Q4	$4.57K	Hold	18	–	–	﹤0.01%	534
2024 Q3	$4.9K	Buy	+18	New	+$5K	﹤0.01%	546

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gen-Wealth Partners's VHT Position: Q2 2026 in Review

Gen-Wealth Partners held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 18 shares worth $5.38K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Gen-Wealth Partners first reported a position in VHT in Q3 2024 and has held it in 8 quarters since. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Gen-Wealth Partners held 18 shares of Vanguard Health Care ETF worth $5.38K as of Q2 2026.
Gen-Wealth Partners left its Vanguard Health Care ETF share count unchanged in Q2 2026.
Vanguard Health Care ETF made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #589 holding.
Gen-Wealth Partners first reported a position in Vanguard Health Care ETF in Q3 2024 and has held it in 8 quarters since.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.