KAS
VHT icon

Kestra Advisory Services’s Vanguard Health Care ETF VHT Stock Holding History

Kestra Advisory Services’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 		$16.1M Buy
59,080
+16,752
+40% +$4.79M 0.06% 322
2025
Q4 		$12.2M Buy
42,328
+4,465
+12% +$1.25M 0.05% 363
2025
Q3 		$9.83M Sell
37,863
-101
-0.3% -$25.3K 0.05% 399
2025
Q2 		$9.43M Buy
37,964
+2,843
+8% +$703K 0.05% 399
2025
Q1 		$9.3M Sell
35,121
-41,913
-54% -$11.2M 0.05% 371
2024
Q4 		$19.5M Sell
77,034
-8,818
-10% -$2.38M 0.11% 187
2024
Q3 		$24.2M Sell
85,852
-11,661
-12% -$3.24M 0.13% 154
2024
Q2 		$25.9M Buy
97,513
+8,070
+9% +$2.12M 0.15% 146
2024
Q1 		$24.2M Sell
89,443
-181
-0.2% -$47.5K 0.16% 122
2023
Q4 		$22.5M Sell
89,624
-3,908
-4% -$926K 0.18% 108
2023
Q3 		$22M Sell
93,532
-10,879
-10% -$2.65M 0.22% 96
2023
Q2 		$25.6M Buy
104,411
+2,726
+3% +$663K 0.26% 79
2023
Q1 		$24.2M Buy
101,685
+13,088
+15% +$3.15M 0.26% 74
2022
Q4 		$22M Sell
88,597
-26,635
-23% -$6.46M 0.2% 114
2022
Q3 		$25.8M Buy
115,232
+60,572
+111% +$14.5M 0.28% 76
2022
Q2 		$12.9M Sell
54,660
-28,647
-34% -$6.9M 0.13% 171
2022
Q1 		$21.2M Buy
83,307
+5,393
+7% +$1.33M 0.22% 91
2021
Q4 		$20.8M Buy
77,914
+4,025
+5% +$1.03M 0.21% 106
2021
Q3 		$18.3M Sell
73,889
-5,310
-7% -$1.36M 0.18% 128
2021
Q2 		$19.6M Sell
79,199
-7,117
-8% -$1.7M 0.22% 104
2021
Q1 		$19.7M Sell
86,316
-5,746
-6% -$1.32M 0.25% 84
2020
Q4 		$20.5M Buy
92,062
+26,900
+41% +$5.75M 0.24% 96
2020
Q3 		$13.3M Buy
+65,162
New +$13.2M 0.25% 97

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

Kestra Advisory Services's VHT Position: Q1 2026 in Review

Kestra Advisory Services increased its Vanguard Health Care ETF (VHT) stake by 40% in Q1 2026, buying an estimated $4.79M and bringing the position to 59,080 shares worth $16.1M. The position accounts for 0.06% of the portfolio, ranked #322.

Kestra Advisory Services first reported a position in VHT in Q3 2020 and has held it in 23 quarters since. The position peaked at $25.9M in Q2 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Kestra Advisory Services held 59,080 shares of Vanguard Health Care ETF worth $16.1M as of Q1 2026.
  • Kestra Advisory Services bought 16,752 Vanguard Health Care ETF shares in Q1 2026, an estimated $4.79M.
  • Vanguard Health Care ETF made up 0.06% of Kestra Advisory Services's portfolio in Q1 2026, its #322 holding.
  • Kestra Advisory Services first reported a position in Vanguard Health Care ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Vanguard Health Care ETF position peaked at $25.9M in Q2 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.