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Kassira Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Kassira 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
2025
Q4 		– Sell
-4,022
Closed -$1.04M – 58
2025
Q3 		$1.04M Buy
+4,022
New +$1.01M 1.01% 34

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Clal Insurance
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 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 22.9% 1-Year Est. Return

Kassira Wealth Management's VHT Position: Q4 2025 in Review

Kassira Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q4 2025, closing a stake of 4,022 shares — an estimated $1.04M sold.

Kassira Wealth Management first reported a position in VHT in Q3 2025 and held it in 1 quarter. The position peaked at $1.04M in Q3 2025. 1,136 funds tracked by Wall St. Rank hold VHT as of Q4 2025.

  • Kassira Wealth Management reported no remaining Vanguard Health Care ETF position as of Q4 2025 after selling out during the quarter.
  • Kassira Wealth Management sold 4,022 Vanguard Health Care ETF shares in Q4 2025, an estimated $1.04M.
  • Kassira Wealth Management first reported a position in Vanguard Health Care ETF in Q3 2025 and held it in 1 quarter.
  • Kassira Wealth Management's Vanguard Health Care ETF position peaked at $1.04M in Q3 2025.
  • 1,136 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2025.

Based on Kassira Wealth Management's 13F filing for Q4 2025, filed 3 Feb 2026.