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HUB Investment Partners’s Vanguard Health Care ETF VHT Stock Holding History

HUB Investment Partners’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 		$1.13M Buy
3,776
+2,867
+315% +$797K 0.02% 424
2026
Q1 		$248K Sell
909
-1,341
-60% -$383K 0.01% 906
2025
Q4 		$648K Buy
2,250
+1,348
+149% +$377K 0.02% 414
2025
Q3 		$234K Buy
902
+45
+5% +$11.3K 0.01% 639
2025
Q2 		$213K Hold
857
– – 0.01% 611
2025
Q1 		$227K Buy
+857
New +$228K 0.01% 521
2024
Q4 		– Sell
-963
Closed -$272K – 652
2024
Q3 		$272K Buy
963
+200
+26% +$55.6K 0.01% 407
2024
Q2 		$203K Hold
763
– – 0.01% 441
2024
Q1 		$206K Sell
763
-41
-5% -$10.8K 0.01% 429
2023
Q4 		$202K Buy
+804
New +$190K 0.01% 377

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HUB Investment Partners's VHT Position: Q2 2026 in Review

HUB Investment Partners increased its Vanguard Health Care ETF (VHT) stake by 315% in Q2 2026, buying an estimated $797K and bringing the position to 3,776 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #424.

HUB Investment Partners first reported a position in VHT in Q4 2023 and has held it in 10 quarters since. 1,122 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • HUB Investment Partners held 3,776 shares of Vanguard Health Care ETF worth $1.13M as of Q2 2026.
  • HUB Investment Partners bought 2,867 Vanguard Health Care ETF shares in Q2 2026, an estimated $797K.
  • Vanguard Health Care ETF made up 0.02% of HUB Investment Partners's portfolio in Q2 2026, its #424 holding.
  • HUB Investment Partners first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,122 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.