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Wealthspire Advisors (New York)’s Vanguard Health Care ETF VHT Stock Holding History

Wealthspire Advisors (New York)’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 		$1.44M Buy
4,828
+582
+14% +$162K 0.01% 486
2026
Q1 		$1.16M Sell
4,246
-25
-0.6% -$7.15K 0.01% 380
2025
Q4 		$1.23M Buy
4,271
+89
+2% +$24.9K 0.01% 387
2025
Q3 		$1.09M Sell
4,182
-77
-2% -$19.3K 0.01% 374
2025
Q2 		$1.06M Buy
4,259
+13
+0.3% +$3.21K 0.01% 376
2025
Q1 		$1.12M Buy
4,246
+27
+0.6% +$7.19K 0.01% 358
2024
Q4 		$1.07M Buy
4,219
+195
+5% +$52.5K 0.01% 360
2024
Q3 		$1.14M Sell
4,024
-79
-2% -$21.9K 0.01% 350
2024
Q2 		$1.09M Buy
4,103
+95
+2% +$24.9K 0.01% 302
2024
Q1 		$1.08M Buy
4,008
+42
+1% +$11K 0.01% 305
2023
Q4 		$994K Sell
3,966
-253
-6% -$59.9K 0.01% 310
2023
Q3 		$992K Buy
4,219
+128
+3% +$31.2K 0.02% 280
2023
Q2 		$1M Hold
4,091
– – 0.02% 252
2023
Q1 		$976K Sell
4,091
-51
-1% -$12.3K 0.02% 245
2022
Q4 		$1.03M Sell
4,142
-99
-2% -$24K 0.02% 259
2022
Q3 		$949K Buy
4,241
+1,276
+43% +$305K 0.02% 233
2022
Q2 		$698K Buy
2,965
+172
+6% +$41.5K 0.01% 267
2022
Q1 		$710K Sell
2,793
-415
-13% -$103K 0.02% 225
2021
Q4 		$855K Buy
3,208
+255
+9% +$65K 0.02% 248
2021
Q3 		$730K Buy
2,953
+144
+5% +$36.9K 0.02% 295
2021
Q2 		$694K Sell
2,809
-352
-11% -$84.1K 0.02% 195
2021
Q1 		$723K Buy
3,161
+782
+33% +$179K 0.02% 317
2020
Q4 		$532K Buy
+2,379
New +$509K 0.02% 294
2020
Q2 		– Sell
-3,095
Closed -$514K – 521
2020
Q1 		$514K Buy
+3,095
New +$565K 0.02% 287
2019
Q1 		– Sell
-141
Closed -$23K – 766
2018
Q4 		$23K Buy
+141
New +$23.9K ﹤0.01% 316

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 22.9% 1-Year Est. Return

Wealthspire Advisors (New York)'s VHT Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard Health Care ETF (VHT) stake by 14% in Q2 2026, buying an estimated $162K and bringing the position to 4,828 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #486.

Wealthspire Advisors (New York) first reported a position in VHT in Q4 2018 and has held it in 25 quarters since. 1,122 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Wealthspire Advisors (New York) held 4,828 shares of Vanguard Health Care ETF worth $1.44M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 582 Vanguard Health Care ETF shares in Q2 2026, an estimated $162K.
  • Vanguard Health Care ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #486 holding.
  • Wealthspire Advisors (New York) first reported a position in Vanguard Health Care ETF in Q4 2018 and has held it in 25 quarters since.
  • 1,122 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.