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

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

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. 1,116 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.
1,116 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.