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Invictus Private Wealth’s Vanguard Health Care ETF VHT Stock Holding History

Invictus Private 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
Q2 		$53M Buy
177,385
+214
+0.1% +$59.5K 2.85% 11
2026
Q1 		$48.2M Buy
177,171
+4,333
+3% +$1.24M 2.97% 10
2025
Q4 		$49.8M Buy
172,838
+6,573
+4% +$1.84M 3.01% 10
2025
Q3 		$43.2M Sell
166,265
-7,263
-4% -$1.82M 2.7% 14
2025
Q2 		$43.1M Buy
173,528
+9,270
+6% +$2.29M 2.95% 12
2025
Q1 		$43.5M Buy
164,258
+6,085
+4% +$1.62M 3.45% 8
2024
Q4 		$40.1M Buy
158,173
+7,366
+5% +$1.98M 3.05% 9
2024
Q3 		$42.6M Buy
150,807
+2,852
+2% +$792K 3.37% 9
2024
Q2 		$39.4M Buy
147,955
+4,642
+3% +$1.22M 3.3% 10
2024
Q1 		$38.8M Buy
143,313
+1,807
+1% +$475K 3.44% 7
2023
Q4 		$35.5M Buy
141,506
+6,409
+5% +$1.52M 3.47% 8
2023
Q3 		$31.8M Buy
135,097
+5,507
+4% +$1.34M 3.47% 9
2023
Q2 		$31.7M Buy
129,590
+3,963
+3% +$964K 3.42% 9
2023
Q1 		$30M Sell
125,627
-1,028
-0.8% -$247K 3.52% 9
2022
Q4 		$31.4M Buy
+126,655
New +$30.7M 4.05% 7

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 22.96% 1-Year Est. Return

Invictus Private Wealth's VHT Position: Q2 2026 in Review

Invictus Private Wealth increased its Vanguard Health Care ETF (VHT) stake by 0.12% in Q2 2026, buying an estimated $59.5K and bringing the position to 177,385 shares worth $53M. The position accounts for 2.85% of the portfolio, ranked #11.

Invictus Private Wealth first reported a position in VHT in Q4 2022 and has held it in 15 quarters since. 1,119 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Invictus Private Wealth held 177,385 shares of Vanguard Health Care ETF worth $53M as of Q2 2026.
  • Invictus Private Wealth bought 214 Vanguard Health Care ETF shares in Q2 2026, an estimated $59.5K.
  • Vanguard Health Care ETF made up 2.85% of Invictus Private Wealth's portfolio in Q2 2026, its #11 holding.
  • Invictus Private Wealth first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,119 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.