Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Vanguard Health Care ETF VHT Stock Holding History

Kovitz Investment Group Partners’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 		$282K Buy
1,034
+107
+12% +$30.6K 0.01% 451
2025
Q4 		$267K Sell
927
-4,425
-83% -$1.24M 0.01% 445
2025
Q3 		$1.39M Buy
5,352
+371
+7% +$93.1K 0.01% 754
2025
Q2 		$1.24M Buy
4,981
+21
+0.4% +$5.19K 0.01% 748
2025
Q1 		$1.31M Sell
4,960
-130
-3% -$34.6K 0.01% 673
2024
Q4 		$1.29M Sell
5,090
-360
-7% -$97K 0.01% 663
2024
Q3 		$1.32M Buy
5,450
+3,834
+237% +$1.06M 0.01% 564
2024
Q2 		$430K Buy
+1,616
New +$424K ﹤0.01% 674
2023
Q2 		– Sell
-19,613
Closed -$4.68M – 442
2023
Q1 		$4.68M Buy
19,613
+26
+0.1% +$6.26K 0.08% 156
2022
Q4 		$4.86M Buy
19,587
+926
+5% +$225K 0.1% 161
2022
Q3 		$4.17M Buy
18,661
+41
+0.2% +$9.79K 0.1% 161
2022
Q2 		$4.38M Sell
18,620
-17
-0.1% -$4.1K 0.1% 167
2022
Q1 		$4.74M Sell
18,637
-322
-2% -$79.6K 0.09% 168
2021
Q4 		$4.24M Buy
18,959
+189
+1% +$48.2K 0.1% 142
2021
Q3 		$4.64M Buy
18,770
+13
+0.1% +$3.33K 0.09% 152
2021
Q2 		$4.63M Sell
18,757
-102
-0.5% -$24.4K 0.09% 162
2021
Q1 		$4.31M Sell
18,859
-100
-0.5% -$22.9K 0.1% 145
2020
Q4 		$4.24M Sell
18,959
-320
-2% -$68.4K 0.1% 136
2020
Q3 		$3.93M Buy
19,279
+11
+0.1% +$2.23K 0.11% 129
2020
Q2 		$3.71M Buy
19,268
+3,557
+23% +$667K 0.11% 128
2020
Q1 		$2.61M Buy
15,711
+14,383
+1,083% +$2.63M 0.09% 147
2019
Q4 		$255K Buy
1,328
+20
+2% +$3.59K 0.01% 351
2019
Q3 		$219K Buy
1,308
+12
+0.9% +$2.05K 0.01% 349
2019
Q2 		$225K Buy
+1,296
New +$219K 0.01% 337

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

Kovitz Investment Group Partners's VHT Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Vanguard Health Care ETF (VHT) stake by 12% in Q1 2026, buying an estimated $30.6K and bringing the position to 1,034 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #451.

Kovitz Investment Group Partners first reported a position in VHT in Q2 2019 and has held it in 24 quarters since. The position peaked at $4.86M in Q4 2022. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Kovitz Investment Group Partners held 1,034 shares of Vanguard Health Care ETF worth $282K as of Q1 2026.
  • Kovitz Investment Group Partners bought 107 Vanguard Health Care ETF shares in Q1 2026, an estimated $30.6K.
  • Vanguard Health Care ETF made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #451 holding.
  • Kovitz Investment Group Partners first reported a position in Vanguard Health Care ETF in Q2 2019 and has held it in 24 quarters since.
  • Kovitz Investment Group Partners's Vanguard Health Care ETF position peaked at $4.86M in Q4 2022.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.