SVB Wealth’s Vanguard Health Care ETF VHT Stock Holding History

SVB Wealth’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	-266	Closed	-$70.5K	–	1588
2025 Q1	$70.5K	Buy	+266	New	+$70.9K	﹤0.01%	467
2021 Q4	–	Sell	-12,487	Closed	-$3.09M	–	954
2021 Q3	$3.09M	Buy	12,487 +6	+0%	+$1.54K	0.04%	206
2021 Q2	$3.08M	Hold	12,481	–	–	0.04%	211
2021 Q1	$2.85M	Sell	12,481 -7,485	-37%	-$1.72M	0.04%	208
2020 Q4	$4.47M	Sell	19,966 -1,000	-5%	-$214K	0.07%	167
2020 Q3	$4.28M	Buy	20,966 +340	+2%	+$68.8K	0.07%	163
2020 Q2	$3.97M	Buy	20,626 +440	+2%	+$82.6K	0.07%	151
2020 Q1	$3.35M	Buy	20,186 +18,217	+925%	+$3.33M	0.08%	141
2019 Q4	$377K	Buy	+1,969	New	+$353K	0.01%	464

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

SVB Wealth's VHT Position: Q2 2025 in Review

SVB Wealth sold out of Vanguard Health Care ETF (VHT) in Q2 2025, closing a stake of 266 shares — an estimated $70.5K sold.

SVB Wealth first reported a position in VHT in Q4 2019 and held it in 9 quarters. The position peaked at $4.47M in Q4 2020. 1,018 funds tracked by Wall St. Rank hold VHT as of Q2 2025.

SVB Wealth reported no remaining Vanguard Health Care ETF position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 266 Vanguard Health Care ETF shares in Q2 2025, an estimated $70.5K.
SVB Wealth first reported a position in Vanguard Health Care ETF in Q4 2019 and held it in 9 quarters.
SVB Wealth's Vanguard Health Care ETF position peaked at $4.47M in Q4 2020.
1,018 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.