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

Genesis 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 		– Sell
-8,087
Closed -$2.2M – 202
2026
Q1 		$2.2M Sell
8,087
-792
-9% -$226K 0.69% 40
2025
Q4 		$2.56M Sell
8,879
-1,833
-17% -$512K 0.79% 39
2025
Q3 		$2.78M Buy
10,712
+61
+0.6% +$15.3K 1.17% 28
2025
Q2 		$2.65M Buy
10,651
+358
+3% +$88.5K 1.25% 25
2025
Q1 		$2.72M Buy
10,293
+462
+5% +$123K 1.45% 21
2024
Q4 		$2.49M Buy
+9,831
New +$2.65M 1.37% 23

Other funds holding VHT

AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

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

Genesis Private Wealth sold out of Vanguard Health Care ETF (VHT) in Q2 2026, closing a stake of 8,087 shares — an estimated $2.2M sold.

Genesis Private Wealth first reported a position in VHT in Q4 2024 and held it in 6 quarters. The position peaked at $2.78M in Q3 2025. 213 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Genesis Private Wealth reported no remaining Vanguard Health Care ETF position as of Q2 2026 after selling out during the quarter.
  • Genesis Private Wealth sold 8,087 Vanguard Health Care ETF shares in Q2 2026, an estimated $2.2M.
  • Genesis Private Wealth first reported a position in Vanguard Health Care ETF in Q4 2024 and held it in 6 quarters.
  • Genesis Private Wealth's Vanguard Health Care ETF position peaked at $2.78M in Q3 2025.
  • 213 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.