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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
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 $1.37T 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

Keebeck Wealth Management's VHT Position: Q1 2026 in Review

Keebeck Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 19% in Q1 2026, selling an estimated $501K and leaving 7,336 shares worth $2M. The position accounts for 0.22% of the portfolio, ranked #110.

Keebeck Wealth Management first reported a position in VHT in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.75M in Q2 2021. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Keebeck Wealth Management held 7,336 shares of Vanguard Health Care ETF worth $2M as of Q1 2026.
  • Keebeck Wealth Management sold 1,751 Vanguard Health Care ETF shares in Q1 2026, an estimated $501K.
  • Vanguard Health Care ETF made up 0.22% of Keebeck Wealth Management's portfolio in Q1 2026, its #110 holding.
  • Keebeck Wealth Management first reported a position in Vanguard Health Care ETF in Q2 2020 and has held it in 24 quarters since.
  • Keebeck Wealth Management's Vanguard Health Care ETF position peaked at $6.75M in Q2 2021.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.