Who owns VANGUARD HEALTH CARE INDEX FUND (VHT)
Which tracked institutional funds hold VHT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VHT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
230 tracked funds added or opened VHT while 88 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
VHT’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes VHT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VHT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1063 tracked filers holding VHT, 465 increased or opened the position and 504 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in VHT between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 27
- TRUST CO OF VERMONT$30M
- PRUDENTIAL PLC$9M
- NewEdge Advisors, LLC$6M
- RENAISSANCE TECHNOLOGIES LLC$5M
- MARSHALL WACE, LLP$3M
- Gotham Asset Management, LLC$2M
Full exits 57
- Clal Insurance Enterprises Holdings Ltd$238M
- Cambridge Investment Research Advisors, Inc.$37M
- Janney Montgomery Scott LLC$37M
- PEAPACK GLADSTONE FINANCIAL CORP$27M
- POTOMAC FUND MANAGEMENT INC /ADV$25M
- FIRST MANHATTAN CO. LLC.$24M
Largest adds
- UBS Group AG$78M
- BANK OF AMERICA CORP /DE/$63M
- MORGAN STANLEY$35M
- PGIM Custom Harvest LLC$31M
- ROYAL BANK OF CANADA$27M
- LPL Financial LLC$26M
Largest trims
- Steward Partners Investment Advisory, LLC$30M
- NATIONAL BANK OF CANADA /FI/$24M
- Prasad Wealth Partners, LLC$7M
- Retirement Planning Group, LLC$4M
- Richmond Brothers, Inc.$3M
- Beacon Capital Management, Inc.$3M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 1,771,554 | $530M | 10.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,550,340 | $464M | 9.5% | 2026-Q2 |
| UBS Group AG added | 1,357,653 | $406M | 8.3% | 2026-Q2 |
| PGIM Custom Harvest LLC added | 909,110 | $272M | 5.6% | 2026-Q2 |
| LPL Financial LLC added | 810,666 | $242M | 5.0% | 2026-Q2 |
| EVERETT HARRIS & CO /CA/ added | 733,600 | $219M | 4.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 724,983 | $217M | 4.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 463,799 | $139M | 2.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 426,345 | $127M | 2.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 402,445 | $120M | 2.5% | 2026-Q2 |
| Cetera Investment Advisers added | 381,223 | $114M | 2.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 367,792 | $110M | 2.3% | 2026-Q2 |
| Beacon Capital Management, Inc. trimmed | 310,253 | $93M | 1.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 256,444 | $77M | 1.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 237,159 | $71M | 1.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 222,064 | $67M | 1.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 217,181 | $65M | 1.3% | 2026-Q2 |
| MAI Capital Management added | 201,925 | $60M | 1.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 192,656 | $58M | 1.2% | 2026-Q2 |
| Allied Investment Advisors, LLC added | 180,940 | $54M | 1.1% | 2026-Q2 |
| INVICTUS PRIVATE WEALTH, LLC added | 177,385 | $53M | 1.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 136,925 | $41M | 0.8% | 2026-Q2 |
| Focus Partners Wealth trimmed | 134,801 | $40M | 0.8% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 132,369 | $40M | 0.8% | 2026-Q2 |
| Lido Advisors, LLC added | 128,929 | $39M | 0.8% | 2026-Q2 |
| ARMSTRONG ADVISORY GROUP, INC added | 117,430 | $35M | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 117,147 | $35M | 0.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 105,841 | $32M | 0.6% | 2026-Q2 |
| AGF MANAGEMENT LTD trimmed | 101,584 | $30M | 0.6% | 2026-Q2 |
| TRUST CO OF VERMONT added | 100,678 | $30M | 0.6% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 99,226 | $30M | 0.6% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 96,248 | $29M | 0.6% | 2026-Q2 |
| Wheelhouse Advisory Group LLC added | 89,830 | $27M | 0.6% | 2026-Q2 |
| Capital Advantage, Inc. trimmed | 88,732 | $27M | 0.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 88,576 | $27M | 0.5% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 87,583 | $26M | 0.5% | 2026-Q2 |
| M&T Bank Corp added | 83,896 | $25M | 0.5% | 2026-Q2 |
| ALTFEST L J & CO INC added | 81,445 | $24M | 0.5% | 2026-Q2 |
| Creative Planning trimmed | 81,231 | $24M | 0.5% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 80,846 | $24M | 0.5% | 2026-Q2 |
| Cerity Partners LLC trimmed | 78,577 | $23M | 0.5% | 2026-Q2 |
| CHAI TRUST CO LLC added | 64,431 | $19M | 0.4% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 64,153 | $19M | 0.4% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 63,260 | $19M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 61,152 | $18M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 60,071 | $18M | 0.4% | 2026-Q2 |
| Mariner, LLC trimmed | 58,951 | $18M | 0.4% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 58,281 | $17M | 0.4% | 2026-Q2 |
| Baird Financial Group, Inc. added | 57,247 | $17M | 0.4% | 2026-Q2 |
| KCM INVESTMENT ADVISORS LLC added | 57,047 | $17M | 0.3% | 2026-Q2 |
| WBH ADVISORY INC trimmed | 56,991 | $17M | 0.3% | 2026-Q2 |
| Morningstar Investment Management LLC | 56,514 | $15M | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 52,674 | $16M | 0.3% | 2026-Q2 |
| Cedar Mountain Advisors, LLC added | 52,193 | $16M | 0.3% | 2026-Q2 |
| Lakeshore Financial Planning, Inc. trimmed | 51,457 | $15M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 50,687 | $15M | 0.3% | 2026-Q2 |
| Marotta Asset Management trimmed | 50,601 | $15M | 0.3% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC added | 50,139 | $15M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 48,420 | $13M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 48,389 | $14M | 0.3% | 2026-Q2 |
| FMR LLC added | 47,916 | $14M | 0.3% | 2026-Q2 |
| Empower Advisory Group, LLC added | 47,734 | $14M | 0.3% | 2026-Q2 |
| Ballast, Inc. added | 46,127 | $14M | 0.3% | 2026-Q2 |
| Adaptive Financial Consulting, LLC added | 44,515 | $13M | 0.3% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC added | 44,319 | $13M | 0.3% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 43,798 | $13M | 0.3% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 42,791 | $13M | 0.3% | 2026-Q2 |
| SP Asset Management LLC added | 42,255 | $13M | 0.3% | 2026-Q2 |
| DMKC Advisory Services, LLC added | 41,280 | $12M | 0.3% | 2026-Q2 |
| Atlas Legacy Advisors, LLC added | 40,787 | $12M | 0.2% | 2026-Q2 |
| SOUTHERN CAPITAL SERVICES INC /ADV added | 40,402 | $12M | 0.2% | 2026-Q2 |
| MassMutual Private Wealth & Trust, FSB trimmed | 40,007 | $12M | 0.2% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 39,501 | $12M | 0.2% | 2026-Q2 |
| Focus Financial Network, Inc. added | 38,701 | $12M | 0.2% | 2026-Q2 |
| TrueWealth Financial Partners added | 37,253 | $11M | 0.2% | 2026-Q2 |
| Mosley Wealth Management added | 37,158 | $11M | 0.2% | 2026-Q2 |
| Royal Fund Management, LLC added | 35,235 | $11M | 0.2% | 2026-Q2 |
| New England Private Wealth Advisors LLC trimmed | 34,728 | $11M | 0.2% | 2026-Q2 |
| TRUST CO OF OKLAHOMA added | 33,654 | $10M | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC added | 32,984 | $10M | 0.2% | 2026-Q2 |
| PARAGON FINANCIAL PARTNERS, INC. trimmed | 32,467 | $10M | 0.2% | 2026-Q2 |
| ATLAS CAPITAL ADVISORS INC. | 31,836 | $9M | 0.2% | 2026-Q2 |
| PRUDENTIAL PLC new | 30,700 | $9M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 27,939 | $8M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 27,880 | $8M | 0.2% | 2026-Q2 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC trimmed | 26,713 | $8M | 0.2% | 2026-Q2 |
| Dakota Wealth Management trimmed | 26,641 | $8M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 26,357 | $8M | 0.2% | 2026-Q2 |
| BTG Pactual Asset Management US LLC added | 26,316 | $8M | 0.2% | 2026-Q2 |
| FINANCIAL MANAGEMENT NETWORK INC trimmed | 26,021 | $8M | 0.2% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 26,016 | $8M | 0.2% | 2026-Q2 |
| IFP Advisors, Inc added | 25,613 | $8M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 25,549 | $8M | 0.2% | 2026-Q2 |
| Bleakley Financial Group, LLC trimmed | 25,395 | $8M | 0.2% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 24,943 | $7M | 0.2% | 2026-Q2 |
| Summit Wealth Group, LLC added | 24,838 | $7M | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 24,739 | $7M | 0.2% | 2026-Q2 |
| Sharper & Granite LLC added | 24,689 | $7M | 0.2% | 2026-Q2 |
| BAILARD, INC. added | 24,668 | $7M | 0.2% | 2026-Q2 |
| SCOTIA CAPITAL INC. trimmed | 23,926 | $7M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.