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Private Management Group’s Vanguard Health Care ETF VHT Stock Holding History

Private Management Group’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 		$239K Buy
+799
New +$222K 0.01% 295
2026
Q1 		– Sell
-757
Closed -$218K – 323
2025
Q4 		$218K Buy
+757
New +$211K 0.01% 288
2024
Q2 		– Sell
-741
Closed -$200K – 213
2024
Q1 		$200K Buy
+741
New +$195K 0.01% 200

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

Private Management Group's VHT Position: Q2 2026 in Review

Private Management Group opened a new position in Vanguard Health Care ETF (VHT) in Q2 2026: 799 shares worth $239K. The stake represents 0.01% of the portfolio and ranks #295 among its holdings. This is a return to the name: Private Management Group previously reported a position in VHT as recently as Q4 2025.

Private Management Group first reported a position in VHT in Q1 2024 and has held it in 3 quarters since. 1,120 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Private Management Group held 799 shares of Vanguard Health Care ETF worth $239K as of Q2 2026.
  • Vanguard Health Care ETF was a new Private Management Group position in Q2 2026.
  • Vanguard Health Care ETF made up 0.01% of Private Management Group's portfolio in Q2 2026, its #295 holding.
  • Private Management Group first reported a position in Vanguard Health Care ETF in Q1 2024 and has held it in 3 quarters since.
  • 1,120 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Private Management Group's 13F filing for Q2 2026, filed 31 Jul 2026.