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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Westwood Holdings Group's VHT Position: Q1 2025 in Review

Westwood Holdings Group sold out of Vanguard Health Care ETF (VHT) in Q1 2025, closing a stake of 7,016 shares — an estimated $1.78M sold.

Westwood Holdings Group first reported a position in VHT in Q1 2016 and held it in 9 quarters. The position peaked at $1.78M in Q4 2024. 1,059 funds tracked by Wall St. Rank hold VHT as of Q1 2025.

Westwood Holdings Group reported no remaining Vanguard Health Care ETF position as of Q1 2025 after selling out during the quarter.
Westwood Holdings Group sold 7,016 Vanguard Health Care ETF shares in Q1 2025, an estimated $1.78M.
Westwood Holdings Group first reported a position in Vanguard Health Care ETF in Q1 2016 and held it in 9 quarters.
Westwood Holdings Group's Vanguard Health Care ETF position peaked at $1.78M in Q4 2024.
1,059 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2025.

Based on Westwood Holdings Group's 13F filing for Q1 2025, filed 9 May 2025.