IFWM
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Institute for Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Institute for 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
Q1 		$2.36M Buy
8,663
+1,031
+14% +$295K 0.25% 91
2025
Q4 		$2.2M Buy
7,632
+199
+3% +$55.6K 0.23% 86
2025
Q3 		$1.93M Buy
7,433
+4,470
+151% +$1.12M 0.2% 108
2025
Q2 		$736K Sell
2,963
-3,748
-56% -$926K 0.08% 244
2025
Q1 		$1.78M Buy
6,711
+3,807
+131% +$1.01M 0.23% 103
2024
Q4 		$737K Sell
2,904
-3,413
-54% -$920K 0.09% 225
2024
Q3 		$1.78M Buy
6,317
+7
+0.1% +$1.94K 0.23% 101
2024
Q2 		$1.68M Buy
6,310
+308
+5% +$80.7K 0.23% 102
2024
Q1 		$1.62M Buy
6,002
+2,978
+98% +$782K 0.21% 107
2023
Q4 		$758K Sell
3,024
-3,086
-51% -$731K 0.12% 197
2023
Q3 		$1.44M Buy
6,110
+538
+10% +$131K 0.26% 93
2023
Q2 		$1.36M Buy
5,572
+2,369
+74% +$576K 0.23% 109
2023
Q1 		$764K Sell
3,203
-61
-2% -$14.7K 0.15% 179
2022
Q4 		$810K Sell
3,264
-122
-4% -$29.6K 0.17% 165
2022
Q3 		$757K Sell
3,386
-3,402
-50% -$812K 0.17% 163
2022
Q2 		$1.6M Buy
6,788
+345
+5% +$83.2K 0.31% 81
2022
Q1 		$1.64M Buy
6,443
+212
+3% +$52.4K 0.27% 95
2021
Q4 		$1.66M Sell
6,231
-249
-4% -$63.5K 0.27% 89
2021
Q3 		$1.6M Buy
6,480
+154
+2% +$39.5K 0.28% 92
2021
Q2 		$1.56M Sell
6,326
-2
-0% -$478 0.27% 91
2021
Q1 		$1.45M Buy
6,328
+909
+17% +$208K 0.28% 94
2020
Q4 		$1.21M Sell
5,419
-273
-5% -$58.4K 0.24% 104
2020
Q3 		$1.16M Sell
5,692
-1,954
-26% -$395K 0.27% 99
2020
Q2 		$1.47M Sell
7,646
-509
-6% -$95.5K 0.36% 65
2020
Q1 		$1.35M Sell
8,155
-171
-2% -$31.2K 0.42% 56
2019
Q4 		$1.6M Buy
8,326
+3,824
+85% +$686K 0.36% 63
2019
Q3 		$755K Sell
4,502
-2,685
-37% -$460K 0.19% 154
2019
Q2 		$1.25M Sell
7,187
-2,927
-29% -$494K 0.28% 97
2019
Q1 		$1.75M Sell
10,114
-4,013
-28% -$680K 0.38% 56
2018
Q4 		$2.27M Buy
+14,127
New +$2.39M 0.93% 25
2018
Q2 		– Sell
-6,859
Closed -$1.06M – 249
2018
Q1 		$1.06M Sell
6,859
-11,521
-63% -$1.84M 0.31% 112
2017
Q4 		$2.91M Buy
18,380
+12,604
+218% +$1.93M 0.67% 31
2017
Q3 		$880K Sell
5,776
-5,714
-50% -$853K 0.29% 121
2017
Q2 		$1.69M Buy
+11,490
New +$1.62M 0.46% 50
2015
Q4 		$1.23M Sell
9,232
-260
-3% -$33.9K 1.83% 20
2015
Q3 		$1.16M Buy
+9,492
New +$1.3M 2.21% 21
2015
Q2 		– Sell
-1,742
Closed -$236K – 36
2015
Q1 		$236K Buy
+1,742
New +$229K 0.26% 30
2014
Q4 		– Sell
-1,338
Closed -$158K – 62
2014
Q3 		$158K Sell
1,338
-39
-3% -$4.47K 0.15% 30
2014
Q2 		$154K Sell
1,377
-352
-20% -$37.7K 0.13% 31
2014
Q1 		$185K Sell
1,729
-310
-15% -$32.8K 0.16% 37
2013
Q4 		$206K Buy
+2,039
New +$200K 0.15% 45

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

Institute for Wealth Management's VHT Position: Q1 2026 in Review

Institute for Wealth Management increased its Vanguard Health Care ETF (VHT) stake by 14% in Q1 2026, buying an estimated $295K and bringing the position to 8,663 shares worth $2.36M. The position accounts for 0.25% of the portfolio, ranked #91.

Institute for Wealth Management first reported a position in VHT in Q4 2013 and has held it in 41 quarters since. The position peaked at $2.91M in Q4 2017. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Institute for Wealth Management held 8,663 shares of Vanguard Health Care ETF worth $2.36M as of Q1 2026.
  • Institute for Wealth Management bought 1,031 Vanguard Health Care ETF shares in Q1 2026, an estimated $295K.
  • Vanguard Health Care ETF made up 0.25% of Institute for Wealth Management's portfolio in Q1 2026, its #91 holding.
  • Institute for Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2013 and has held it in 41 quarters since.
  • Institute for Wealth Management's Vanguard Health Care ETF position peaked at $2.91M in Q4 2017.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.