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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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return