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Naples Global Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Naples Global 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 		$254K Hold
850
– – 0.02% 428
2026
Q1 		$231K Hold
850
– – 0.02% 421
2025
Q4 		$245K Hold
850
– – 0.02% 407
2025
Q3 		$221K Hold
850
– – 0.02% 421
2025
Q2 		$211K Hold
850
– – 0.02% 409
2025
Q1 		$225K Hold
850
– – 0.02% 381
2024
Q4 		$216K Hold
850
– – 0.02% 385
2024
Q3 		$240K Buy
850
+44
+5% +$12.2K 0.02% 372
2024
Q2 		$215K Hold
806
– – 0.02% 380
2024
Q1 		$218K Buy
+806
New +$212K 0.02% 380

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 22.96% 1-Year Est. Return

Naples Global Advisors's VHT Position: Q2 2026 in Review

Naples Global Advisors held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 850 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #428.

Naples Global Advisors first reported a position in VHT in Q1 2024 and has held it in 10 quarters since. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Naples Global Advisors held 850 shares of Vanguard Health Care ETF worth $254K as of Q2 2026.
  • Naples Global Advisors left its Vanguard Health Care ETF share count unchanged in Q2 2026.
  • Vanguard Health Care ETF made up 0.02% of Naples Global Advisors's portfolio in Q2 2026, its #428 holding.
  • Naples Global Advisors first reported a position in Vanguard Health Care ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.