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Krilogy Financial’s Vanguard Health Care ETF VHT Stock Holding History

Krilogy Financial’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 		$1.2M Sell
4,367
-533
-11% -$152K 0.04% 319
2025
Q4 		$1.44M Sell
4,900
-582
-11% -$163K 0.05% 261
2025
Q3 		$1.49M Buy
+5,482
New +$1.38M 0.06% 243
2023
Q2 		– Sell
-1,553
Closed -$370K – 389
2023
Q1 		$370K Sell
1,553
-10
-0.6% -$2.41K 0.03% 307
2022
Q4 		$388K Buy
1,563
+62
+4% +$15K 0.04% 291
2022
Q3 		$336K Sell
1,501
-65
-4% -$15.5K 0.04% 246
2022
Q2 		$369K Sell
1,566
-139
-8% -$33.5K 0.04% 234
2022
Q1 		$434K Sell
1,705
-1,387
-45% -$343K 0.04% 221
2021
Q4 		$824K Sell
3,092
-71
-2% -$18.1K 0.08% 150
2021
Q3 		$782K Buy
3,163
+440
+16% +$113K 0.08% 156
2021
Q2 		$673K Buy
2,723
+815
+43% +$195K 0.07% 161
2021
Q1 		$436K Buy
1,908
+114
+6% +$26.1K 0.05% 185
2020
Q4 		$401K Buy
1,794
+166
+10% +$35.5K 0.05% 194
2020
Q3 		$332K Buy
1,628
+178
+12% +$36K 0.05% 190
2020
Q2 		$279K Buy
+1,450
New +$272K 0.04% 185
2018
Q4 		– Sell
-379
Closed -$68K – 658
2018
Q3 		$68K Buy
+379
New +$65.2K 0.02% 276
2018
Q2 		– Sell
-406
Closed -$62K – 612
2018
Q1 		$62K Buy
406
+1
+0.2% +$160 0.01% 297
2017
Q4 		$62K Buy
405
+3
+0.7% +$460 0.02% 293
2017
Q3 		$61K Buy
402
+1
+0.2% +$149 0.02% 318
2017
Q2 		$59K Buy
401
+1
+0.3% +$141 0.02% 289
2017
Q1 		$51K Hold
400
– – 0.02% 284
2016
Q4 		$51K Buy
400
+2
+0.5% +$255 0.02% 284
2016
Q3 		$53K Buy
398
+1
+0.3% +$135 0.02% 293
2016
Q2 		$52K Buy
397
+367
+1,223% +$47.1K 0.02% 300
2016
Q1 		$4K Hold
30
– – ﹤0.01% 565
2015
Q4 		$4K Hold
30
– – ﹤0.01% 340
2015
Q3 		$4K Buy
+30
New +$4.12K ﹤0.01% 493

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

Krilogy Financial's VHT Position: Q1 2026 in Review

Krilogy Financial reduced its Vanguard Health Care ETF (VHT) stake by 11% in Q1 2026, selling an estimated $152K and leaving 4,367 shares worth $1.2M. The position accounts for 0.04% of the portfolio, ranked #319.

Krilogy Financial first reported a position in VHT in Q3 2015 and has held it in 27 quarters since. The position peaked at $1.49M in Q3 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Krilogy Financial held 4,367 shares of Vanguard Health Care ETF worth $1.2M as of Q1 2026.
  • Krilogy Financial sold 533 Vanguard Health Care ETF shares in Q1 2026, an estimated $152K.
  • Vanguard Health Care ETF made up 0.04% of Krilogy Financial's portfolio in Q1 2026, its #319 holding.
  • Krilogy Financial first reported a position in Vanguard Health Care ETF in Q3 2015 and has held it in 27 quarters since.
  • Krilogy Financial's Vanguard Health Care ETF position peaked at $1.49M in Q3 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.