GeoWealth Management’s Vanguard Health Care ETF VHT Stock Holding History

GeoWealth Management’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
2025 Q3	–	Sell	-19	Closed	-$4.72K	–	1224
2025 Q2	$4.72K	Buy	19 +2	+12%	+$494	﹤0.01%	1150
2025 Q1	$4.5K	Sell	17 -1,402	-99%	-$373K	﹤0.01%	1018
2024 Q4	$360K	Buy	1,419 +93	+7%	+$25.1K	0.01%	568
2024 Q3	$374K	Buy	+1,326	New	+$368K	0.01%	536
2022 Q2	–	Sell	-581	Closed	-$148K	–	401
2022 Q1	$148K	Buy	581 +141	+32%	+$34.8K	0.01%	309
2021 Q4	$117K	Buy	440 +275	+167%	+$70.1K	0.01%	300
2021 Q3	$41K	Buy	+165	New	+$42.3K	﹤0.01%	339
2020 Q4	–	Sell	-4,679	Closed	-$951K	–	222
2020 Q3	$951K	Buy	+4,679	New	+$947K	0.29%	81

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GeoWealth Management's VHT Position: Q3 2025 in Review

GeoWealth Management sold out of Vanguard Health Care ETF (VHT) in Q3 2025, closing a stake of 19 shares — an estimated $4.72K sold.

GeoWealth Management first reported a position in VHT in Q3 2020 and held it in 8 quarters. The position peaked at $951K in Q3 2020. 1,014 funds tracked by Wall St. Rank hold VHT as of Q3 2025.

GeoWealth Management reported no remaining Vanguard Health Care ETF position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 19 Vanguard Health Care ETF shares in Q3 2025, an estimated $4.72K.
GeoWealth Management first reported a position in Vanguard Health Care ETF in Q3 2020 and held it in 8 quarters.
GeoWealth Management's Vanguard Health Care ETF position peaked at $951K in Q3 2020.
1,014 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.