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

PlanVest 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 		$95.1K Hold
318
– – 0.06% 153
2026
Q1 		$86.6K Buy
+318
New +$90.9K 0.07% 149

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

PlanVest Financial's VHT Position: Q2 2026 in Review

PlanVest Financial held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 318 shares worth $95.1K. The position accounts for 0.06% of the portfolio, ranked #153.

PlanVest Financial first reported a position in VHT in Q1 2026 and has held it in 2 quarters since. 1,072 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • PlanVest Financial held 318 shares of Vanguard Health Care ETF worth $95.1K as of Q2 2026.
  • PlanVest Financial left its Vanguard Health Care ETF share count unchanged in Q2 2026.
  • Vanguard Health Care ETF made up 0.06% of PlanVest Financial's portfolio in Q2 2026, its #153 holding.
  • PlanVest Financial first reported a position in Vanguard Health Care ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,072 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.