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Leo Wealth LLC’s Vanguard Health Care ETF VHT Stock Holding History

Leo Wealth LLC’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 		$260K Sell
956
-39
-4% -$11.1K 0.02% 388
2025
Q4 		$287K Buy
+995
New +$278K 0.02% 356
2025
Q3 		– Sell
-1,429
Closed -$355K – 396
2025
Q2 		$355K Buy
+1,429
New +$353K 0.03% 280
2025
Q1 		– Sell
-4,278
Closed -$1.09M – 370
2024
Q4 		$1.09M Buy
+4,278
New +$1.15M 0.1% 145

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

Leo Wealth LLC's VHT Position: Q1 2026 in Review

Leo Wealth LLC reduced its Vanguard Health Care ETF (VHT) stake by 3.9% in Q1 2026, selling an estimated $11.1K and leaving 956 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #388.

Leo Wealth LLC first reported a position in VHT in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.09M in Q4 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Leo Wealth LLC held 956 shares of Vanguard Health Care ETF worth $260K as of Q1 2026.
  • Leo Wealth LLC sold 39 Vanguard Health Care ETF shares in Q1 2026, an estimated $11.1K.
  • Vanguard Health Care ETF made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #388 holding.
  • Leo Wealth LLC first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 4 quarters since.
  • Leo Wealth LLC's Vanguard Health Care ETF position peaked at $1.09M in Q4 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.