Pathstone Holdings
VHT icon

Pathstone Holdings’s Vanguard Health Care ETF VHT Stock Holding History

Pathstone Holdings’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 		$1.42M Buy
4,750
+946
+25% +$263K ﹤0.01% 1319
2026
Q1 		$1.04M Buy
3,804
+759
+25% +$217K ﹤0.01% 1391
2025
Q4 		$876K Buy
3,045
+268
+10% +$74.9K ﹤0.01% 1482
2025
Q3 		$721K Buy
2,777
+321
+13% +$80.5K ﹤0.01% 1582
2025
Q2 		$610K Sell
2,456
-1,643
-40% -$406K ﹤0.01% 1627
2025
Q1 		$974K Sell
4,099
-931
-19% -$248K ﹤0.01% 1395
2024
Q4 		$1.28M Sell
5,030
-765
-13% -$206K 0.01% 1231
2024
Q3 		$1.64M Sell
5,795
-124
-2% -$34.4K 0.01% 1099
2024
Q2 		$1.57M Buy
5,919
+3,402
+135% +$892K 0.01% 1041
2024
Q1 		$681K Sell
2,517
-2,787
-53% -$732K ﹤0.01% 1527
2023
Q4 		$1.33M Buy
+5,304
New +$1.26M 0.01% 925

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

Pathstone Holdings's VHT Position: Q2 2026 in Review

Pathstone Holdings increased its Vanguard Health Care ETF (VHT) stake by 25% in Q2 2026, buying an estimated $263K and bringing the position to 4,750 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Pathstone Holdings first reported a position in VHT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.64M in Q3 2024. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Pathstone Holdings held 4,750 shares of Vanguard Health Care ETF worth $1.42M as of Q2 2026.
  • Pathstone Holdings bought 946 Vanguard Health Care ETF shares in Q2 2026, an estimated $263K.
  • Vanguard Health Care ETF made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1319 holding.
  • Pathstone Holdings first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Vanguard Health Care ETF position peaked at $1.64M in Q3 2024.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.