Private Client Services’s Vanguard Health Care ETF VHT Stock Holding History

Private Client Services’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
2025 Q2	–	Sell	-1,682	Closed	-$445K	–	226
2025 Q1	$445K	Sell	1,682 -49	-3%	-$13.1K	0.22%	98
2024 Q4	$439K	Sell	1,731 -26	-1%	-$7K	0.24%	91
2024 Q3	$496K	Sell	1,757 -4	-0.2%	-$1.11K	0.27%	78
2024 Q2	$468K	Buy	1,761 +27	+2%	+$7.08K	0.29%	76
2024 Q1	$469K	Buy	1,734 +21	+1%	+$5.52K	0.32%	70
2023 Q4	$429K	Buy	+1,713	New	+$406K	0.35%	86

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Private Client Services's VHT Position: Q2 2025 in Review

Private Client Services sold out of Vanguard Health Care ETF (VHT) in Q2 2025, closing a stake of 1,682 shares — an estimated $445K sold.

Private Client Services first reported a position in VHT in Q4 2023 and held it in 6 quarters. The position peaked at $496K in Q3 2024. 1,018 funds tracked by Wall St. Rank hold VHT as of Q2 2025.

Private Client Services reported no remaining Vanguard Health Care ETF position as of Q2 2025 after selling out during the quarter.
Private Client Services sold 1,682 Vanguard Health Care ETF shares in Q2 2025, an estimated $445K.
Private Client Services first reported a position in Vanguard Health Care ETF in Q4 2023 and held it in 6 quarters.
Private Client Services's Vanguard Health Care ETF position peaked at $496K in Q3 2024.
1,018 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2025.

Based on Private Client Services's 13F filing for Q2 2025, filed 1 Jul 2025.