IPW
VHT icon

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
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 $1.37T 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

Invictus Private Wealth's VHT Position: Q1 2026 in Review

Invictus Private Wealth increased its Vanguard Health Care ETF (VHT) stake by 2.5% in Q1 2026, buying an estimated $1.24M and bringing the position to 177,171 shares worth $48.2M. The position accounts for 2.97% of the portfolio, ranked #10.

Invictus Private Wealth first reported a position in VHT in Q4 2022 and has held it in 14 quarters since. The position peaked at $49.8M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Invictus Private Wealth held 177,171 shares of Vanguard Health Care ETF worth $48.2M as of Q1 2026.
  • Invictus Private Wealth bought 4,333 Vanguard Health Care ETF shares in Q1 2026, an estimated $1.24M.
  • Vanguard Health Care ETF made up 2.97% of Invictus Private Wealth's portfolio in Q1 2026, its #10 holding.
  • Invictus Private Wealth first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 14 quarters since.
  • Invictus Private Wealth's Vanguard Health Care ETF position peaked at $49.8M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Invictus Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.