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Gries Financial’s Vanguard Health Care ETF VHT Stock Holding History

Gries Financial’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 		$319K Hold
1,230
– – 0.05% 227
2025
Q2 		$305K Buy
+1,230
New +$304K 0.06% 217

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Gries Financial's VHT Position: Q3 2025 in Review

Gries Financial held its Vanguard Health Care ETF (VHT) position steady in Q3 2025 at 1,230 shares worth $319K. The position accounts for 0.05% of the portfolio, ranked #227.

Gries Financial first reported a position in VHT in Q2 2025 and has held it in 2 quarters since. 1,011 funds tracked by Wall St. Rank hold VHT as of Q3 2025.

  • Gries Financial held 1,230 shares of Vanguard Health Care ETF worth $319K as of Q3 2025.
  • Gries Financial left its Vanguard Health Care ETF share count unchanged in Q3 2025.
  • Vanguard Health Care ETF made up 0.05% of Gries Financial's portfolio in Q3 2025, its #227 holding.
  • Gries Financial first reported a position in Vanguard Health Care ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,011 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.