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Principle Wealth Partners’s Vanguard Health Care ETF VHT Stock Holding History

Principle Wealth Partners’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 		$1.97M Hold
6,588
– – 0.1% 140
2026
Q1 		$1.79M Sell
6,588
-444
-6% -$127K 0.1% 132
2025
Q4 		$2.02M Sell
7,032
-15
-0.2% -$4.19K 0.11% 127
2025
Q3 		$1.83M Sell
7,047
-21
-0.3% -$5.27K 0.11% 121
2025
Q2 		$1.76M Sell
7,068
-187
-3% -$46.2K 0.11% 124
2025
Q1 		$1.92M Hold
7,255
– – 0.14% 120
2024
Q4 		$1.84M Sell
7,255
-297
-4% -$80K 0.13% 124
2024
Q3 		$2.13M Sell
7,552
-214
-3% -$59.4K 0.15% 117
2024
Q2 		$2.07M Sell
7,766
-320
-4% -$83.9K 0.16% 120
2024
Q1 		$2.19M Sell
8,086
-643
-7% -$169K 0.17% 117
2023
Q4 		$2.19M Sell
8,729
-1,665
-16% -$394K 0.19% 114
2023
Q3 		$2.44M Sell
10,394
-140
-1% -$34.1K 0.25% 93
2023
Q2 		$2.58M Hold
10,534
– – 0.26% 88
2023
Q1 		$2.51M Sell
10,534
-288
-3% -$69.3K 0.27% 87
2022
Q4 		$2.68M Hold
10,822
– – 0.3% 80
2022
Q3 		$2.42M Buy
10,822
+150
+1% +$35.8K 0.23% 83
2022
Q2 		$2.51M Sell
10,672
-302
-3% -$72.8K 0.3% 79
2022
Q1 		$2.79M Buy
10,974
+416
+4% +$103K 0.29% 77
2021
Q4 		$2.81M Sell
10,558
-1,065
-9% -$272K 0.3% 73
2021
Q3 		$2.87M Buy
11,623
+14
+0.1% +$3.59K 0.33% 67
2021
Q2 		$2.87M Buy
11,609
+115
+1% +$27.5K 0.33% 68
2021
Q1 		$2.63M Sell
11,494
-1,109
-9% -$254K 0.31% 66
2020
Q4 		$2.82M Buy
12,603
+1,753
+16% +$375K 0.37% 57
2020
Q3 		$2.21M Sell
10,850
-143
-1% -$28.9K 0.62% 28
2020
Q2 		$2.12M Hold
10,993
– – 0.62% 29
2020
Q1 		$1.83M Buy
10,993
+2,649
+32% +$484K 0.69% 27
2019
Q4 		$1.6M Sell
8,344
-2,249
-21% -$403K 0.51% 44
2019
Q3 		$1.78M Sell
10,593
-1,310
-11% -$224K 0.61% 39
2019
Q2 		$2.07M Buy
11,903
+402
+3% +$67.9K 1.06% 23
2019
Q1 		$1.98M Buy
11,501
+79
+0.7% +$13.4K 1.13% 24
2018
Q4 		$1.83M Buy
+11,422
New +$1.94M 1.54% 21

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

Principle Wealth Partners's VHT Position: Q2 2026 in Review

Principle Wealth Partners held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 6,588 shares worth $1.97M. The position accounts for 0.1% of the portfolio, ranked #140.

Principle Wealth Partners first reported a position in VHT in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.87M in Q3 2021. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Principle Wealth Partners held 6,588 shares of Vanguard Health Care ETF worth $1.97M as of Q2 2026.
  • Principle Wealth Partners left its Vanguard Health Care ETF share count unchanged in Q2 2026.
  • Vanguard Health Care ETF made up 0.1% of Principle Wealth Partners's portfolio in Q2 2026, its #140 holding.
  • Principle Wealth Partners first reported a position in Vanguard Health Care ETF in Q4 2018 and has held it in 31 quarters since.
  • Principle Wealth Partners's Vanguard Health Care ETF position peaked at $2.87M in Q3 2021.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.