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Monterey Private Wealth’s Vanguard Health Care ETF VHT Stock Holding History

Monterey Private Wealth’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
2025
Q1 		$215K Buy
812
+1
+0.1% +$266 0.06% 126
2024
Q4 		$206K Sell
811
-79
-9% -$21.3K 0.07% 130
2024
Q3 		$251K Buy
+890
New +$247K 0.09% 106

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Monterey Private Wealth's VHT Position: Q1 2025 in Review

Monterey Private Wealth increased its Vanguard Health Care ETF (VHT) stake by 0.12% in Q1 2025, buying an estimated $266 and bringing the position to 812 shares worth $215K. The position accounts for 0.06% of the portfolio, ranked #126.

Monterey Private Wealth first reported a position in VHT in Q3 2024 and has held it in 3 quarters since. The position peaked at $251K in Q3 2024. 1,056 funds tracked by Wall St. Rank hold VHT as of Q1 2025.

  • Monterey Private Wealth held 812 shares of Vanguard Health Care ETF worth $215K as of Q1 2025.
  • Monterey Private Wealth bought 1 Vanguard Health Care ETF share in Q1 2025, an estimated $266.
  • Vanguard Health Care ETF made up 0.06% of Monterey Private Wealth's portfolio in Q1 2025, its #126 holding.
  • Monterey Private Wealth first reported a position in Vanguard Health Care ETF in Q3 2024 and has held it in 3 quarters since.
  • Monterey Private Wealth's Vanguard Health Care ETF position peaked at $251K in Q3 2024.
  • 1,056 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.