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Tortoise Investment Management’s Vanguard Health Care ETF VHT Stock Holding History

Tortoise Investment Management’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
Q4 		– Sell
-117
Closed -$30.4K – 1397
2025
Q3 		$30.4K Hold
117
– – ﹤0.01% 457
2025
Q2 		$29.1K Sell
117
-789
-87% -$195K ﹤0.01% 458
2025
Q1 		$240K Buy
906
+51
+6% +$13.6K 0.03% 194
2024
Q4 		$217K Buy
855
+155
+22% +$41.8K 0.02% 213
2024
Q3 		$198K Buy
700
+92
+15% +$25.6K 0.02% 225
2024
Q2 		$162K Buy
608
+492
+424% +$129K 0.02% 245
2024
Q1 		$31.4K Hold
116
– – ﹤0.01% 446
2023
Q4 		$29.1K Hold
116
– – ﹤0.01% 440
2023
Q3 		$27.3K Hold
116
– – ﹤0.01% 427
2023
Q2 		$28.4K Hold
116
– – ﹤0.01% 421
2023
Q1 		$27.7K Buy
+116
New +$27.9K ﹤0.01% 416

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 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 22.9% 1-Year Est. Return

Tortoise Investment Management's VHT Position: Q4 2025 in Review

Tortoise Investment Management sold out of Vanguard Health Care ETF (VHT) in Q4 2025, closing a stake of 117 shares — an estimated $30.4K sold.

Tortoise Investment Management first reported a position in VHT in Q1 2023 and held it in 11 quarters. The position peaked at $240K in Q1 2025. 1,136 funds tracked by Wall St. Rank hold VHT as of Q4 2025.

  • Tortoise Investment Management reported no remaining Vanguard Health Care ETF position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 117 Vanguard Health Care ETF shares in Q4 2025, an estimated $30.4K.
  • Tortoise Investment Management first reported a position in Vanguard Health Care ETF in Q1 2023 and held it in 11 quarters.
  • Tortoise Investment Management's Vanguard Health Care ETF position peaked at $240K in Q1 2025.
  • 1,136 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.