Waldron Private Wealth’s Vanguard Health Care ETF VHT Stock Holding History

Waldron Private 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
2026 Q2	$811K	Hold	2,713	–	–	0.03%	169
2026 Q1	$739K	Buy	+2,713	New	+$776K	0.03%	174
2024 Q2	–	Sell	-1,033	Closed	-$279K	–	443
2024 Q1	$279K	Hold	1,033	–	–	0.01%	329
2023 Q4	$259K	Buy	1,033 +139	+16%	+$32.9K	0.01%	340
2023 Q3	$211K	Hold	894	–	–	0.01%	349
2023 Q2	$220K	Sell	894 -4,278	-83%	-$1.04M	0.01%	342
2023 Q1	$1.23M	Sell	5,172 -82	-2%	-$19.7K	0.06%	145
2022 Q4	$1.18M	Hold	5,254	–	–	0.07%	139
2022 Q3	$1.18M	Buy	5,254 +2	+0%	+$477	0.07%	139
2022 Q2	$1.24M	Buy	5,252 +503	+11%	+$121K	0.07%	150
2022 Q1	$1.21M	Buy	4,749 +62	+1%	+$15.3K	0.06%	162
2021 Q4	$1.25M	Hold	4,687	–	–	0.06%	152
2021 Q3	$1.16M	Sell	4,687 -1	-0%	-$257	0.07%	137
2021 Q2	$1.16M	Hold	4,688	–	–	0.07%	130
2021 Q1	$1.07M	Buy	4,688 +4	+0.1%	+$917	0.07%	128
2020 Q4	$1.05M	Buy	4,684 +1	+0%	+$214	0.08%	122
2020 Q3	$955K	Buy	4,683 +24	+0.5%	+$4.86K	0.08%	120
2020 Q2	$897K	Buy	4,659 +82	+2%	+$15.4K	0.08%	114
2020 Q1	$760K	Buy	+4,577	New	+$836K	0.08%	120

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

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Waldron Private Wealth's VHT Position: Q2 2026 in Review

Waldron Private Wealth held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 2,713 shares worth $811K. The position accounts for 0.03% of the portfolio, ranked #169.

Waldron Private Wealth first reported a position in VHT in Q1 2020 and has held it in 19 quarters since. The position peaked at $1.25M in Q4 2021. 1,120 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Waldron Private Wealth held 2,713 shares of Vanguard Health Care ETF worth $811K as of Q2 2026.
Waldron Private Wealth left its Vanguard Health Care ETF share count unchanged in Q2 2026.
Vanguard Health Care ETF made up 0.03% of Waldron Private Wealth's portfolio in Q2 2026, its #169 holding.
Waldron Private Wealth first reported a position in Vanguard Health Care ETF in Q1 2020 and has held it in 19 quarters since.
Waldron Private Wealth's Vanguard Health Care ETF position peaked at $1.25M in Q4 2021.
1,120 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.