Westwood Holdings Group’s Vanguard Health Care ETF VHT Stock Holding History

Westwood Holdings Group’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 Q1	–	Sell	-7,016	Closed	-$1.78M	–	505
2024 Q4	$1.78M	Buy	+7,016	New	+$1.89M	0.01%	334
2020 Q3	–	Sell	-1,447	Closed	-$279K	–	427
2020 Q2	$279K	Hold	1,447	–	–	﹤0.01%	375
2020 Q1	$240K	Buy	1,447 +356	+33%	+$65K	﹤0.01%	375
2019 Q4	$209K	Buy	+1,091	New	+$196K	﹤0.01%	443
2017 Q3	–	Sell	-1,091	Closed	-$161K	–	512
2017 Q2	$161K	Buy	+1,091	New	+$154K	﹤0.01%	404
2017 Q1	–	Sell	-1,091	Closed	-$138K	–	423
2016 Q4	$138K	Hold	1,091	–	–	﹤0.01%	428
2016 Q3	$145K	Hold	1,091	–	–	﹤0.01%	429
2016 Q2	$142K	Hold	1,091	–	–	﹤0.01%	377
2016 Q1	$135K	Buy	+1,091	New	+$133K	﹤0.01%	366

Other funds holding VHT

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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return