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

Kestra Private Wealth 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 		$678K Buy
2,491
+71
+3% +$20.3K 0.01% 1048
2025
Q4 		$697K Buy
2,420
+22
+0.9% +$6.15K 0.01% 984
2025
Q3 		$623K Sell
2,398
-669
-22% -$168K 0.01% 992
2025
Q2 		$762K Sell
3,067
-389
-11% -$96.1K 0.01% 846
2025
Q1 		$915K Buy
3,456
+130
+4% +$34.6K 0.02% 709
2024
Q4 		$844K Buy
3,326
+63
+2% +$17K 0.01% 703
2024
Q3 		$921K Buy
3,263
+15
+0.5% +$4.17K 0.02% 641
2024
Q2 		$864K Buy
3,248
+149
+5% +$39.1K 0.02% 625
2024
Q1 		$838K Buy
3,099
+344
+12% +$90.4K 0.02% 610
2023
Q4 		$691K Sell
2,755
-487
-15% -$115K 0.02% 625
2023
Q3 		$762K Buy
3,242
+239
+8% +$58.3K 0.02% 536
2023
Q2 		$735K Sell
3,003
-379
-11% -$92.2K 0.03% 514
2023
Q1 		$806K Buy
3,382
+107
+3% +$25.7K 0.03% 468
2022
Q4 		$812K Sell
3,275
-41
-1% -$9.94K 0.04% 409
2022
Q3 		$742K Sell
3,316
-56
-2% -$13.4K 0.04% 399
2022
Q2 		$794K Buy
3,372
+100
+3% +$24.1K 0.05% 380
2022
Q1 		$832K Sell
3,272
-81
-2% -$20K 0.04% 420
2021
Q4 		$893K Buy
3,353
+94
+3% +$24K 0.04% 418
2021
Q3 		$806K Sell
3,259
-231
-7% -$59.3K 0.05% 404
2021
Q2 		$862K Buy
3,490
+1,381
+65% +$330K 0.05% 370
2021
Q1 		$483K Sell
2,109
-81
-4% -$18.6K 0.03% 459
2020
Q4 		$486K Buy
2,190
+724
+49% +$155K 0.04% 440
2020
Q3 		$299K Buy
+1,466
New +$297K 0.03% 486

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 Private Wealth Services's VHT Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Vanguard Health Care ETF (VHT) stake by 2.9% in Q1 2026, buying an estimated $20.3K and bringing the position to 2,491 shares worth $678K. The position accounts for 0.01% of the portfolio, ranked #1048.

Kestra Private Wealth Services first reported a position in VHT in Q3 2020 and has held it in 23 quarters since. The position peaked at $921K in Q3 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Kestra Private Wealth Services held 2,491 shares of Vanguard Health Care ETF worth $678K as of Q1 2026.
  • Kestra Private Wealth Services bought 71 Vanguard Health Care ETF shares in Q1 2026, an estimated $20.3K.
  • Vanguard Health Care ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1048 holding.
  • Kestra Private Wealth Services first reported a position in Vanguard Health Care ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Vanguard Health Care ETF position peaked at $921K in Q3 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.