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Holos Integrated Wealth’s Vanguard Health Care ETF VHT Stock Holding History

Holos Integrated 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
Q1 		– Sell
-308
Closed -$89.1K – 420
2025
Q4 		$89.1K Hold
308
– – 0.05% 97
2025
Q3 		$81.7K Hold
308
– – 0.05% 96
2025
Q2 		$74.4K Hold
308
– – 0.04% 100
2025
Q1 		$81.7K Hold
308
– – 0.05% 93
2024
Q4 		$78.3K Buy
+308
New +$83K 0.05% 89

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Holos Integrated Wealth's VHT Position: Q1 2026 in Review

Holos Integrated Wealth sold out of Vanguard Health Care ETF (VHT) in Q1 2026, closing a stake of 308 shares — an estimated $89.1K sold.

Holos Integrated Wealth first reported a position in VHT in Q4 2024 and held it in 5 quarters. The position peaked at $89.1K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Holos Integrated Wealth reported no remaining Vanguard Health Care ETF position as of Q1 2026 after selling out during the quarter.
  • Holos Integrated Wealth sold 308 Vanguard Health Care ETF shares in Q1 2026, an estimated $89.1K.
  • Holos Integrated Wealth first reported a position in Vanguard Health Care ETF in Q4 2024 and held it in 5 quarters.
  • Holos Integrated Wealth's Vanguard Health Care ETF position peaked at $89.1K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Holos Integrated Wealth's 13F filing for Q1 2026, filed 8 Apr 2026.