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VHT icon

INVST’s Vanguard Health Care ETF VHT Stock Holding History

INVST’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
2025
Q1 		– Sell
-806
Closed -$204K – 333
2024
Q4 		$204K Sell
806
-28,324
-97% -$7.63M 0.02% 239
2024
Q3 		$8.22M Buy
29,130
+28,230
+3,137% +$7.84M 0.99% 30
2024
Q2 		$238K Sell
900
-30,318
-97% -$7.95M 0.03% 235
2024
Q1 		$8.37M Buy
31,218
+339
+1% +$89.1K 0.99% 31
2023
Q4 		$8.13M Buy
+30,879
New +$7.31M 1.04% 29
2023
Q3 		– Sell
-39,962
Closed -$9.78M – 199
2023
Q2 		$9.78M Buy
+39,962
New +$9.72M 1.41% 17
2023
Q1 		– Sell
-1,103
Closed -$271K – 196
2022
Q4 		$271K Buy
+1,103
New +$267K 0.04% 139
2022
Q2 		– Sell
-43,537
Closed -$10M – 198
2022
Q1 		$10M Buy
+43,537
New +$10.8M 1.65% 16
2021
Q1 		– Sell
-37,419
Closed -$8.37M – 215
2020
Q4 		$8.37M Buy
37,419
+4,312
+13% +$922K 1.52% 24
2020
Q3 		$6.74M Buy
33,107
+2,587
+8% +$524K 1.57% 23
2020
Q2 		$5.92M Sell
30,520
-2,960
-9% -$555K 1.76% 19
2020
Q1 		$5.34M Buy
33,480
+32,354
+2,873% +$5.91M 2.21% 17
2019
Q4 		$216K Sell
1,126
-90
-7% -$16.1K 0.08% 82
2019
Q3 		$201K Sell
1,216
-36,454
-97% -$6.24M 0.09% 78
2019
Q2 		$6.58M Sell
37,670
-1,319
-3% -$223K 3.38% 12
2019
Q1 		$6.73M Buy
38,989
+315
+0.8% +$53.4K 3.38% 10
2018
Q4 		$6.21M Sell
38,674
-637
-2% -$108K 3.49% 6
2018
Q3 		$7.11M Buy
39,311
+4,085
+12% +$702K 3.62% 9
2018
Q2 		$5.61M Buy
35,226
+4,077
+13% +$642K 3.27% 11
2018
Q1 		$4.66M Buy
31,149
+4,159
+15% +$664K 3% 14
2017
Q4 		$4.16M Buy
26,990
+5,309
+24% +$815K 3.06% 11
2017
Q3 		$3.3M Buy
+21,681
New +$3.24M 2.89% 13

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

INVST's VHT Position: Q1 2025 in Review

INVST sold out of Vanguard Health Care ETF (VHT) in Q1 2025, closing a stake of 806 shares — an estimated $204K sold.

INVST first reported a position in VHT in Q3 2017 and held it in 22 quarters. The position peaked at $10M in Q1 2022. 1,056 funds tracked by Wall St. Rank hold VHT as of Q1 2025.

  • INVST reported no remaining Vanguard Health Care ETF position as of Q1 2025 after selling out during the quarter.
  • INVST sold 806 Vanguard Health Care ETF shares in Q1 2025, an estimated $204K.
  • INVST first reported a position in Vanguard Health Care ETF in Q3 2017 and held it in 22 quarters.
  • INVST's Vanguard Health Care ETF position peaked at $10M in Q1 2022.
  • 1,056 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2025.

Based on INVST's 13F filing for Q1 2025, filed 3 Jun 2025.