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

Grant Private Wealth 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
2026 Q2	$498K	Hold	1,664	–	–	0.21%	91
2026 Q1	$453K	Buy	1,664 +30	+2%	+$8.58K	0.24%	86
2025 Q4	$470K	Sell	1,634 -23	-1%	-$6.43K	0.28%	78
2025 Q3	$430K	Buy	+1,657	New	+$416K	0.27%	79
2025 Q2	–	Sell	-1,393	Closed	-$369K	–	144
2025 Q1	$369K	Buy	+1,393	New	+$371K	0.4%	73

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

Grant Private Wealth Management's VHT Position: Q2 2026 in Review

Grant Private Wealth Management held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 1,664 shares worth $498K. The position accounts for 0.21% of the portfolio, ranked #91.

Grant Private Wealth Management first reported a position in VHT in Q1 2025 and has held it in 5 quarters since. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Grant Private Wealth Management held 1,664 shares of Vanguard Health Care ETF worth $498K as of Q2 2026.
Grant Private Wealth Management left its Vanguard Health Care ETF share count unchanged in Q2 2026.
Vanguard Health Care ETF made up 0.21% of Grant Private Wealth Management's portfolio in Q2 2026, its #91 holding.
Grant Private Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2025 and has held it in 5 quarters since.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.