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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
Q2 		$2.09M Sell
6,997
-306
-4% -$85.1K 0.08% 253
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 $1.55T 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 22.9% 1-Year Est. Return

Kingswood Wealth Advisors's VHT Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Vanguard Health Care ETF (VHT) stake by 4.2% in Q2 2026, selling an estimated $85.1K and leaving 6,997 shares worth $2.09M. The position accounts for 0.08% of the portfolio, ranked #253.

Kingswood Wealth Advisors first reported a position in VHT in Q2 2023 and has held it in 13 quarters since. 1,122 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Kingswood Wealth Advisors held 6,997 shares of Vanguard Health Care ETF worth $2.09M as of Q2 2026.
  • Kingswood Wealth Advisors sold 306 Vanguard Health Care ETF shares in Q2 2026, an estimated $85.1K.
  • Vanguard Health Care ETF made up 0.08% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #253 holding.
  • Kingswood Wealth Advisors first reported a position in Vanguard Health Care ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,122 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.