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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
Q2 		$376K Buy
1,257
+4
+0.3% +$1.11K 0.12% 112
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 $1.55T 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

Nvest Financial's VHT Position: Q2 2026 in Review

Nvest Financial increased its Vanguard Health Care ETF (VHT) stake by 0.32% in Q2 2026, buying an estimated $1.11K and bringing the position to 1,257 shares worth $376K. The position accounts for 0.12% of the portfolio, ranked #112.

Nvest Financial first reported a position in VHT in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.25M in Q1 2025. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Nvest Financial held 1,257 shares of Vanguard Health Care ETF worth $376K as of Q2 2026.
  • Nvest Financial bought 4 Vanguard Health Care ETF shares in Q2 2026, an estimated $1.11K.
  • Vanguard Health Care ETF made up 0.12% of Nvest Financial's portfolio in Q2 2026, its #112 holding.
  • Nvest Financial first reported a position in Vanguard Health Care ETF in Q1 2022 and has held it in 17 quarters since.
  • Nvest Financial's Vanguard Health Care ETF position peaked at $5.25M in Q1 2025.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.