NF
VHT icon

Nvest Financial’s Vanguard Health Care ETF VHT Stock Holding History

Nvest Financial’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 		$341K Buy
1,253
+3
+0.2% +$858 0.13% 112
2025
Q4 		$360K Buy
+1,250
New +$349K 0.15% 103
2025
Q3 		– Sell
-1,360
Closed -$338K – 127
2025
Q2 		$338K Sell
1,360
-18,456
-93% -$4.56M 0.18% 82
2025
Q1 		$5.25M Buy
19,816
+996
+5% +$265K 2.81% 7
2024
Q4 		$4.77M Buy
18,820
+266
+1% +$71.7K 2.42% 10
2024
Q3 		$5.24M Buy
18,554
+1,607
+9% +$446K 2.99% 8
2024
Q2 		$4.51M Buy
16,947
+1,067
+7% +$280K 2.77% 11
2024
Q1 		$4.3M Buy
15,880
+3,019
+23% +$793K 2.86% 10
2023
Q4 		$3.22M Buy
12,861
+1,301
+11% +$308K 2.54% 11
2023
Q3 		$2.72M Buy
11,560
+204
+2% +$49.7K 2.54% 13
2023
Q2 		$2.78M Buy
11,356
+2,663
+31% +$648K 2.43% 15
2023
Q1 		$2.07M Buy
8,693
+509
+6% +$122K 2.16% 16
2022
Q4 		$2.03M Buy
8,184
+514
+7% +$125K 2.54% 14
2022
Q3 		$1.72M Buy
7,670
+579
+8% +$138K 2.43% 15
2022
Q2 		$1.67M Sell
7,091
-85
-1% -$20.5K 1.75% 17
2022
Q1 		$1.82M Buy
+7,176
New +$1.77M 1.5% 18

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

Nvest Financial's VHT Position: Q1 2026 in Review

Nvest Financial increased its Vanguard Health Care ETF (VHT) stake by 0.24% in Q1 2026, buying an estimated $858 and bringing the position to 1,253 shares worth $341K. The position accounts for 0.13% of the portfolio, ranked #112.

Nvest Financial first reported a position in VHT in Q1 2022 and has held it in 16 quarters since. The position peaked at $5.25M in Q1 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Nvest Financial held 1,253 shares of Vanguard Health Care ETF worth $341K as of Q1 2026.
  • Nvest Financial bought 3 Vanguard Health Care ETF shares in Q1 2026, an estimated $858.
  • Vanguard Health Care ETF made up 0.13% of Nvest Financial's portfolio in Q1 2026, its #112 holding.
  • Nvest Financial first reported a position in Vanguard Health Care ETF in Q1 2022 and has held it in 16 quarters since.
  • Nvest Financial's Vanguard Health Care ETF position peaked at $5.25M in Q1 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.