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Steward Partners Investment Advisory’s Vanguard Health Care ETF VHT Stock Holding History

Steward Partners Investment Advisory’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 		$26.2M Sell
87,583
-119,922
-58% -$33.3M 0.13% 151
2026
Q1 		$56.5M Buy
207,505
+5,623
+3% +$1.61M 0.29% 62
2025
Q4 		$58.1M Buy
201,882
+14,802
+8% +$4.14M 0.32% 53
2025
Q3 		$48.6M Buy
187,080
+164,469
+727% +$41.3M 0.28% 68
2025
Q2 		$5.62M Buy
22,611
+4,220
+23% +$1.04M 0.04% 394
2025
Q1 		$4.87M Buy
18,391
+1,089
+6% +$290K 0.04% 406
2024
Q4 		$4.39M Buy
17,302
+277
+2% +$74.6K 0.04% 412
2024
Q3 		$4.8M Buy
17,025
+88
+0.5% +$24.4K 0.04% 372
2024
Q2 		$4.51M Sell
16,937
-1,323
-7% -$347K 0.05% 355
2024
Q1 		$4.94M Sell
18,260
-309
-2% -$81.2K 0.05% 338
2023
Q4 		$4.66M Sell
18,569
-513
-3% -$121K 0.06% 301
2023
Q3 		$4.49M Buy
19,082
+62
+0.3% +$15.1K 0.07% 280
2023
Q2 		$4.66M Sell
19,020
-2,707
-12% -$659K 0.07% 274
2023
Q1 		$5.18M Buy
21,727
+405
+2% +$97.5K 0.08% 246
2022
Q4 		$5.29M Sell
21,322
-10,713
-33% -$2.6M 0.09% 241
2022
Q3 		$7.17M Buy
32,035
+6,443
+25% +$1.54M 0.13% 171
2022
Q2 		$6.03M Sell
25,592
-416
-2% -$100K 0.11% 203
2022
Q1 		$6.62M Buy
26,008
+9,481
+57% +$2.34M 0.1% 212
2021
Q4 		$4.4M Buy
16,527
+1,389
+9% +$354K 0.07% 294
2021
Q3 		$3.74M Buy
15,138
+530
+4% +$136K 0.06% 304
2021
Q2 		$3.61M Sell
14,608
-3,888
-21% -$929K 0.06% 311
2021
Q1 		$4.23M Buy
18,496
+5,465
+42% +$1.25M 0.07% 278
2020
Q4 		$2.92M Sell
13,031
-6,793
-34% -$1.45M 0.06% 300
2020
Q3 		$4.04M Buy
19,824
+770
+4% +$156K 0.1% 213
2020
Q2 		$3.67M Sell
19,054
-762
-4% -$143K 0.1% 206
2020
Q1 		$3.29M Buy
19,816
+2,213
+13% +$404K 0.12% 184
2019
Q4 		$3.38M Buy
17,603
+1,604
+10% +$288K 0.1% 213
2019
Q3 		$2.68M Buy
15,999
+5,192
+48% +$889K 0.09% 229
2019
Q2 		$1.88M Buy
10,807
+1,757
+19% +$297K 0.07% 264
2019
Q1 		$1.56M Sell
9,050
-27
-0.3% -$4.58K 0.07% 277
2018
Q4 		$1.46M Sell
9,077
-552
-6% -$93.5K 0.07% 275
2018
Q3 		$1.74M Sell
9,629
-19,611
-67% -$3.37M 0.08% 247
2018
Q2 		$4.65M Buy
29,240
+2,861
+11% +$450K 0.28% 85
2018
Q1 		$4.05M Buy
26,379
+3,152
+14% +$503K 0.28% 89
2017
Q4 		$3.58M Buy
23,227
+372
+2% +$57.1K 0.27% 97
2017
Q3 		$3.48M Buy
22,855
+726
+3% +$108K 0.35% 71
2017
Q2 		$3.26M Buy
22,129
+3,898
+21% +$551K 0.37% 71
2017
Q1 		$2.51M Buy
+18,231
New +$2.46M 0.38% 68

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

Steward Partners Investment Advisory's VHT Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Vanguard Health Care ETF (VHT) stake by 58% in Q2 2026, selling an estimated $33.3M and leaving 87,583 shares worth $26.2M. The position accounts for 0.13% of the portfolio, ranked #151.

Steward Partners Investment Advisory first reported a position in VHT in Q1 2017 and has held it in 38 quarters since. The position peaked at $58.1M in Q4 2025. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Steward Partners Investment Advisory held 87,583 shares of Vanguard Health Care ETF worth $26.2M as of Q2 2026.
  • Steward Partners Investment Advisory sold 119,922 Vanguard Health Care ETF shares in Q2 2026, an estimated $33.3M.
  • Vanguard Health Care ETF made up 0.13% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #151 holding.
  • Steward Partners Investment Advisory first reported a position in Vanguard Health Care ETF in Q1 2017 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's Vanguard Health Care ETF position peaked at $58.1M in Q4 2025.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.