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

Integrated Wealth Concepts’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 		$13.2M Buy
48,406
+33,263
+220% +$9.51M 0.11% 199
2025
Q4 		$4.36M Sell
15,143
-34,593
-70% -$9.66M 0.05% 325
2025
Q3 		$12.9M Buy
49,736
+2,890
+6% +$725K 0.12% 162
2025
Q2 		$11.6M Sell
46,846
-2,741
-6% -$677K 0.12% 160
2025
Q1 		$13.1M Sell
49,587
-3,391
-6% -$903K 0.15% 140
2024
Q4 		$13.4M Buy
52,978
+1,116
+2% +$301K 0.16% 138
2024
Q3 		$14.6M Sell
51,862
-2,081
-4% -$578K 0.18% 126
2024
Q2 		$14.3M Buy
53,943
+848
+2% +$222K 0.2% 116
2024
Q1 		$14.4M Buy
53,095
+638
+1% +$168K 0.21% 118
2023
Q4 		$13.2M Sell
52,457
-750
-1% -$178K 0.22% 110
2023
Q3 		$12.5M Sell
53,207
-351
-0.7% -$85.6K 0.22% 112
2023
Q2 		$13.1M Sell
53,558
-2,769
-5% -$674K 0.22% 111
2023
Q1 		$13.4M Buy
56,327
+38,919
+224% +$9.37M 0.28% 86
2022
Q4 		$4.32M Buy
17,408
+2,195
+14% +$532K 0.12% 174
2022
Q3 		$3.4M Buy
15,213
+3,027
+25% +$722K 0.11% 182
2022
Q2 		$2.87M Buy
12,186
+10,609
+673% +$2.56M 0.09% 210
2022
Q1 		$401K Buy
1,577
+18
+1% +$4.45K 0.01% 639
2021
Q4 		$415K Buy
1,559
+57
+4% +$14.5K 0.01% 657
2021
Q3 		$371K Buy
1,502
+237
+19% +$60.8K 0.01% 659
2021
Q2 		$313K Buy
+1,265
New +$302K 0.01% 646
2020
Q1 		– Sell
-1,128
Closed -$216K – 478
2019
Q4 		$216K Buy
+1,128
New +$202K 0.02% 441

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

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

Integrated Wealth Concepts increased its Vanguard Health Care ETF (VHT) stake by 220% in Q1 2026, buying an estimated $9.51M and bringing the position to 48,406 shares worth $13.2M. The position accounts for 0.11% of the portfolio, ranked #199.

Integrated Wealth Concepts first reported a position in VHT in Q4 2019 and has held it in 21 quarters since. The position peaked at $14.6M in Q3 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Integrated Wealth Concepts held 48,406 shares of Vanguard Health Care ETF worth $13.2M as of Q1 2026.
  • Integrated Wealth Concepts bought 33,263 Vanguard Health Care ETF shares in Q1 2026, an estimated $9.51M.
  • Vanguard Health Care ETF made up 0.11% of Integrated Wealth Concepts's portfolio in Q1 2026, its #199 holding.
  • Integrated Wealth Concepts first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 21 quarters since.
  • Integrated Wealth Concepts's Vanguard Health Care ETF position peaked at $14.6M in Q3 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.