Next Level Private’s Vanguard Health Care ETF VHT Stock Holding History

Next Level Private’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	$248K	Buy	829 +3	+0.4%	+$834	0.05%	157
2026 Q1	$225K	Buy	826 +3	+0.4%	+$858	0.05%	163
2025 Q4	$237K	Buy	823 +5	+0.6%	+$1.4K	0.06%	145
2025 Q3	$220K	Buy	818 +3	+0.4%	+$753	0.06%	146
2025 Q2	$202K	Buy	815 +3	+0.4%	+$741	0.07%	145
2025 Q1	$215K	Buy	812 +3	+0.4%	+$799	0.08%	130
2024 Q4	$205K	Buy	809 +6	+0.7%	+$1.62K	0.08%	130
2024 Q3	$227K	Buy	803 +3	+0.4%	+$833	0.09%	124
2024 Q2	$213K	Hold	800	–	–	0.1%	122
2024 Q1	$216K	Hold	800	–	–	0.1%	121
2023 Q4	$201K	Buy	+800	New	+$189K	0.11%	104
2022 Q3	–	Sell	-1,418	Closed	-$334K	–	172
2022 Q2	$334K	Buy	+1,418	New	+$342K	0.13%	113

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Next Level Private's VHT Position: Q2 2026 in Review

Next Level Private increased its Vanguard Health Care ETF (VHT) stake by 0.36% in Q2 2026, buying an estimated $834 and bringing the position to 829 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #157.

Next Level Private first reported a position in VHT in Q2 2022 and has held it in 12 quarters since. The position peaked at $334K in Q2 2022. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Next Level Private held 829 shares of Vanguard Health Care ETF worth $248K as of Q2 2026.
Next Level Private bought 3 Vanguard Health Care ETF shares in Q2 2026, an estimated $834.
Vanguard Health Care ETF made up 0.05% of Next Level Private's portfolio in Q2 2026, its #157 holding.
Next Level Private first reported a position in Vanguard Health Care ETF in Q2 2022 and has held it in 12 quarters since.
Next Level Private's Vanguard Health Care ETF position peaked at $334K in Q2 2022.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.