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Kingswood Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Kingswood Wealth 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 		$1.99M Buy
7,303
+812
+13% +$232K 0.09% 240
2025
Q4 		$1.87M Buy
6,491
+996
+18% +$278K 0.09% 228
2025
Q3 		$1.43M Buy
5,495
+2,336
+74% +$586K 0.09% 241
2025
Q2 		$785K Sell
3,159
-2,937
-48% -$726K 0.06% 306
2025
Q1 		$1.61M Buy
6,096
+247
+4% +$65.8K 0.15% 165
2024
Q4 		$1.48M Sell
5,849
-846
-13% -$228K 0.11% 195
2024
Q3 		$1.89M Buy
6,695
+3,193
+91% +$887K 0.13% 176
2024
Q2 		$932K Buy
3,502
+271
+8% +$71K 0.08% 249
2024
Q1 		$874K Sell
3,231
-26
-0.8% -$6.83K 0.1% 227
2023
Q4 		$816K Buy
3,257
+2,210
+211% +$523K 0.09% 237
2023
Q3 		$473K Sell
1,047
-968
-48% -$236K 0.08% 258
2023
Q2 		$493K Buy
+2,015
New +$490K 0.16% 136

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

Kingswood Wealth Advisors's VHT Position: Q1 2026 in Review

Kingswood Wealth Advisors increased its Vanguard Health Care ETF (VHT) stake by 13% in Q1 2026, buying an estimated $232K and bringing the position to 7,303 shares worth $1.99M. The position accounts for 0.09% of the portfolio, ranked #240.

Kingswood Wealth Advisors first reported a position in VHT in Q2 2023 and has held it in 12 quarters since. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Kingswood Wealth Advisors held 7,303 shares of Vanguard Health Care ETF worth $1.99M as of Q1 2026.
  • Kingswood Wealth Advisors bought 812 Vanguard Health Care ETF shares in Q1 2026, an estimated $232K.
  • Vanguard Health Care ETF made up 0.09% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #240 holding.
  • Kingswood Wealth Advisors first reported a position in Vanguard Health Care ETF in Q2 2023 and has held it in 12 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.