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KCM Investment Advisors’s Vanguard Health Care ETF VHT Stock Holding History

KCM Investment Advisors’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 		$14.6M Sell
53,633
-1,764
-3% -$504K 0.48% 49
2025
Q4 		$15.9M Sell
55,397
-407
-0.7% -$114K 0.51% 47
2025
Q3 		$14.5M Sell
55,804
-49,644
-47% -$12.5M 0.47% 47
2025
Q2 		$26.2M Sell
105,448
-3,058
-3% -$756K 0.88% 34
2025
Q1 		$28.7M Buy
108,506
+3,671
+4% +$978K 1.03% 31
2024
Q4 		$26.6M Sell
104,835
-422
-0.4% -$114K 0.92% 34
2024
Q3 		$29.7M Buy
105,257
+532
+0.5% +$148K 1.01% 31
2024
Q2 		$27.9M Sell
104,725
-444
-0.4% -$116K 1% 31
2024
Q1 		$28.5M Buy
105,169
+1,331
+1% +$350K 1.05% 30
2023
Q4 		$26M Sell
103,838
-3,074
-3% -$728K 1.04% 28
2023
Q3 		$25.1M Buy
106,912
+1,351
+1% +$329K 1.08% 25
2023
Q2 		$25.8M Buy
105,561
+2,391
+2% +$582K 1.04% 25
2023
Q1 		$24.6M Buy
103,170
+7,782
+8% +$1.87M 1% 27
2022
Q4 		$23.7M Buy
95,388
+5,587
+6% +$1.35M 1.02% 28
2022
Q3 		$20.1M Buy
89,801
+9,342
+12% +$2.23M 0.93% 32
2022
Q2 		$18.9M Sell
80,459
-622
-0.8% -$150K 0.83% 36
2022
Q1 		$20.6M Buy
81,081
+5,433
+7% +$1.34M 0.76% 42
2021
Q4 		$20.2M Sell
75,648
-322
-0.4% -$82.1K 0.7% 46
2021
Q3 		$18.8M Buy
75,970
+3,552
+5% +$911K 0.75% 44
2021
Q2 		$17.9M Buy
72,418
+1,322
+2% +$316K 0.72% 47
2021
Q1 		$16.3M Buy
71,096
+4,861
+7% +$1.11M 0.72% 46
2020
Q4 		$14.8M Buy
66,235
+18,663
+39% +$3.99M 0.71% 45
2020
Q3 		$9.71M Sell
47,572
-41,125
-46% -$8.32M 0.54% 54
2020
Q2 		$17.1M Sell
88,697
-691
-0.8% -$130K 0.96% 34
2020
Q1 		$14.8M Buy
89,388
+66,561
+292% +$12.2M 1% 35
2019
Q4 		$4.38M Sell
22,827
-11,996
-34% -$2.15M 0.24% 90
2019
Q3 		$5.84M Buy
34,823
+3,105
+10% +$531K 0.34% 79
2019
Q2 		$5.52M Buy
31,718
+7,385
+30% +$1.25M 0.33% 84
2019
Q1 		$4.2M Buy
24,333
+13,785
+131% +$2.34M 0.27% 90
2018
Q4 		$1.69M Sell
10,548
-20
-0.2% -$3.39K 0.11% 160
2018
Q3 		$1.91M Buy
10,568
+6,388
+153% +$1.1M 0.11% 163
2018
Q2 		$665K Buy
4,180
+500
+14% +$78.7K 0.04% 300
2018
Q1 		$565K Buy
3,680
+2,175
+145% +$347K 0.03% 335
2017
Q4 		$232K Buy
+1,505
New +$231K 0.01% 476
2017
Q3 		– Sell
-1,450
Closed -$214K – 537
2017
Q2 		$214K Buy
+1,450
New +$205K 0.01% 510
2016
Q3 		– Sell
-1,850
Closed -$241K – 543
2016
Q2 		$241K Sell
1,850
-200
-10% -$25.7K 0.02% 478
2016
Q1 		$253K Hold
2,050
– – 0.02% 453
2015
Q4 		$272K Sell
2,050
-80
-4% -$10.4K 0.02% 432
2015
Q3 		$261K Sell
2,130
-300
-12% -$41.1K 0.02% 443
2015
Q2 		$340K Hold
2,430
– – 0.03% 403
2015
Q1 		$329K Sell
2,430
-150
-6% -$19.8K 0.03% 408
2014
Q4 		$324K Buy
2,580
+80
+3% +$9.82K 0.03% 404
2014
Q3 		$292K Hold
2,500
– – 0.03% 416
2014
Q2 		$279K Buy
+2,500
New +$267K 0.03% 419

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

KCM Investment Advisors's VHT Position: Q1 2026 in Review

KCM Investment Advisors reduced its Vanguard Health Care ETF (VHT) stake by 3.2% in Q1 2026, selling an estimated $504K and leaving 53,633 shares worth $14.6M. The position accounts for 0.48% of the portfolio, ranked #49.

KCM Investment Advisors first reported a position in VHT in Q2 2014 and has held it in 44 quarters since. The position peaked at $29.7M in Q3 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • KCM Investment Advisors held 53,633 shares of Vanguard Health Care ETF worth $14.6M as of Q1 2026.
  • KCM Investment Advisors sold 1,764 Vanguard Health Care ETF shares in Q1 2026, an estimated $504K.
  • Vanguard Health Care ETF made up 0.48% of KCM Investment Advisors's portfolio in Q1 2026, its #49 holding.
  • KCM Investment Advisors first reported a position in Vanguard Health Care ETF in Q2 2014 and has held it in 44 quarters since.
  • KCM Investment Advisors's Vanguard Health Care ETF position peaked at $29.7M in Q3 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.