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NewEdge Wealth’s Vanguard Health Care ETF VHT Stock Holding History

NewEdge 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
2026
Q2 		$2.17M Buy
7,245
+200
+3% +$55.6K 0.02% 442
2026
Q1 		$1.92M Buy
7,045
+35
+0.5% +$10K 0.02% 439
2025
Q4 		$2.02M Sell
7,010
-1
-0% -$279 0.02% 446
2025
Q3 		$1.91M Buy
7,011
+2,156
+44% +$541K 0.03% 408
2025
Q2 		$1.16M Buy
4,855
+279
+6% +$69K 0.02% 499
2025
Q1 		$1.21M Sell
4,576
-157
-3% -$41.8K 0.02% 443
2024
Q4 		$1.2M Sell
4,733
-3,647
-44% -$983K 0.02% 448
2024
Q3 		$2.36M Sell
8,380
-218
-3% -$60.6K 0.04% 317
2024
Q2 		$2.29M Sell
8,598
-300
-3% -$78.6K 0.05% 306
2024
Q1 		$2.29M Buy
8,898
+200
+2% +$52.5K 0.05% 300
2023
Q4 		$2.18M Hold
8,698
– – 0.06% 281
2023
Q3 		$2.04M Hold
8,698
– – 0.06% 255
2023
Q2 		$2.13M Sell
8,698
-3,522
-29% -$857K 0.07% 238
2023
Q1 		$2.91M Hold
12,220
– – 0.11% 171
2022
Q4 		$3.03M Sell
12,220
-538
-4% -$130K 0.13% 150
2022
Q3 		$2.85M Buy
12,758
+66
+0.5% +$15.8K 0.14% 145
2022
Q2 		$2.99M Sell
12,692
-103
-0.8% -$24.8K 0.14% 140
2022
Q1 		$3.25M Buy
12,795
+946
+8% +$234K 0.14% 130
2021
Q4 		$3.16M Buy
+11,849
New +$3.02M 0.13% 130

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

NewEdge Wealth's VHT Position: Q2 2026 in Review

NewEdge Wealth increased its Vanguard Health Care ETF (VHT) stake by 2.8% in Q2 2026, buying an estimated $55.6K and bringing the position to 7,245 shares worth $2.17M. The position accounts for 0.02% of the portfolio, ranked #442.

NewEdge Wealth first reported a position in VHT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.25M in Q1 2022. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • NewEdge Wealth held 7,245 shares of Vanguard Health Care ETF worth $2.17M as of Q2 2026.
  • NewEdge Wealth bought 200 Vanguard Health Care ETF shares in Q2 2026, an estimated $55.6K.
  • Vanguard Health Care ETF made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #442 holding.
  • NewEdge Wealth first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Wealth's Vanguard Health Care ETF position peaked at $3.25M in Q1 2022.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.