KWM
VHT icon

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

Keebeck 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
2026
Q2 		$2.07M Sell
6,938
-398
-5% -$111K 0.2% 113
2026
Q1 		$2M Sell
7,336
-1,751
-19% -$501K 0.22% 110
2025
Q4 		$2.62M Sell
9,087
-463
-5% -$129K 0.3% 89
2025
Q3 		$2.48M Sell
9,550
-240
-2% -$60.2K 0.29% 92
2025
Q2 		$2.43M Sell
9,790
-348
-3% -$86K 0.32% 84
2025
Q1 		$2.68M Sell
10,138
-628
-6% -$167K 0.4% 70
2024
Q4 		$2.73M Sell
10,766
-920
-8% -$248K 0.39% 69
2024
Q3 		$3.31M Sell
11,686
-1,790
-13% -$497K 0.48% 62
2024
Q2 		$3.6M Sell
13,476
-1,226
-8% -$321K 0.53% 54
2024
Q1 		$3.98M Sell
14,702
-712
-5% -$187K 0.59% 50
2023
Q4 		$3.86M Sell
15,414
-2,354
-13% -$558K 0.64% 41
2023
Q3 		$4.19M Sell
17,768
-532
-3% -$130K 0.73% 35
2023
Q2 		$4.5M Sell
18,300
-5,010
-21% -$1.22M 0.62% 47
2023
Q1 		$5.56M Sell
23,310
-349
-1% -$84K 0.9% 24
2022
Q4 		$5.87M Sell
23,659
-615
-3% -$149K 1.03% 21
2022
Q3 		$5.45M Sell
24,274
-642
-3% -$153K 1.05% 21
2022
Q2 		$5.87M Sell
24,916
-1,165
-4% -$281K 1.12% 20
2022
Q1 		$6.63M Buy
26,081
+811
+3% +$200K 1.1% 20
2021
Q4 		$6.73M Sell
25,270
-544
-2% -$139K 1.2% 18
2021
Q3 		$6.4M Sell
25,814
-1,483
-5% -$380K 1.26% 18
2021
Q2 		$6.75M Buy
27,297
+1,017
+4% +$243K 0.97% 27
2021
Q1 		$6.01M Sell
26,280
-145
-0.5% -$33.3K 0.93% 25
2020
Q4 		$5.91M Sell
26,425
-1,072
-4% -$229K 1.03% 24
2020
Q3 		$5.61M Sell
27,497
-984
-3% -$199K 1.16% 20
2020
Q2 		$5.49M Buy
+28,481
New +$5.34M 1.74% 10

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

Keebeck Wealth Management's VHT Position: Q2 2026 in Review

Keebeck Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 5.4% in Q2 2026, selling an estimated $111K and leaving 6,938 shares worth $2.07M. The position accounts for 0.2% of the portfolio, ranked #113.

Keebeck Wealth Management first reported a position in VHT in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.75M in Q2 2021. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Keebeck Wealth Management held 6,938 shares of Vanguard Health Care ETF worth $2.07M as of Q2 2026.
  • Keebeck Wealth Management sold 398 Vanguard Health Care ETF shares in Q2 2026, an estimated $111K.
  • Vanguard Health Care ETF made up 0.2% of Keebeck Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Keebeck Wealth Management first reported a position in Vanguard Health Care ETF in Q2 2020 and has held it in 25 quarters since.
  • Keebeck Wealth Management's Vanguard Health Care ETF position peaked at $6.75M in Q2 2021.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.