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IEQ Capital’s Vanguard Health Care ETF VHT Stock Holding History

IEQ Capital’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 		$300K Sell
1,101
-2,176
-66% -$622K ﹤0.01% 1514
2025
Q4 		$943K Sell
3,277
-448
-12% -$125K ﹤0.01% 1064
2025
Q3 		$967K Buy
3,725
+1,133
+44% +$284K ﹤0.01% 1010
2025
Q2 		$644K Buy
2,592
+1
+0% +$247 ﹤0.01% 1042
2025
Q1 		$686K Buy
2,591
+1,357
+110% +$362K 0.01% 864
2024
Q4 		$313K Hold
1,234
– – ﹤0.01% 1008
2024
Q3 		$348K Buy
1,234
+1
+0.1% +$278 ﹤0.01% 873
2024
Q2 		$328K Hold
1,233
– – ﹤0.01% 780
2024
Q1 		$334K Buy
1,233
+184
+18% +$48.3K ﹤0.01% 746
2023
Q4 		$263K Hold
1,049
– – ﹤0.01% 765
2023
Q3 		$247K Sell
1,049
-99
-9% -$24.1K 0.01% 779
2023
Q2 		$281K Hold
1,148
– – 0.01% 702
2023
Q1 		$274K Buy
1,148
+100
+10% +$24.1K 0.01% 746
2022
Q4 		$260K Hold
1,048
– – 0.01% 674
2022
Q3 		$235K Sell
1,048
-20
-2% -$4.77K 0.01% 731
2022
Q2 		$252K Hold
1,068
– – 0.01% 651
2022
Q1 		$272K Hold
1,068
– – 0.01% 665
2021
Q4 		$285K Sell
1,068
-377
-26% -$96.1K 0.01% 601
2021
Q3 		$357K Buy
1,445
+377
+35% +$96.7K 0.01% 518
2021
Q2 		$264K Sell
1,068
-39
-4% -$9.32K 0.01% 506
2021
Q1 		$253K Buy
+1,107
New +$254K 0.01% 407
2020
Q3 		– Sell
-2,373
Closed -$457K – 404
2020
Q2 		$457K Buy
+2,373
New +$445K 0.03% 212

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

IEQ Capital's VHT Position: Q1 2026 in Review

IEQ Capital reduced its Vanguard Health Care ETF (VHT) stake by 66% in Q1 2026, selling an estimated $622K and leaving 1,101 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

IEQ Capital first reported a position in VHT in Q2 2020 and has held it in 22 quarters since. The position peaked at $967K in Q3 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • IEQ Capital held 1,101 shares of Vanguard Health Care ETF worth $300K as of Q1 2026.
  • IEQ Capital sold 2,176 Vanguard Health Care ETF shares in Q1 2026, an estimated $622K.
  • Vanguard Health Care ETF made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1514 holding.
  • IEQ Capital first reported a position in Vanguard Health Care ETF in Q2 2020 and has held it in 22 quarters since.
  • IEQ Capital's Vanguard Health Care ETF position peaked at $967K in Q3 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.