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AIMZ Investment Advisors’s Vanguard Health Care ETF VHT Stock Holding History

AIMZ Investment Advisors’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 		$2.33M Sell
7,797
-143
-2% -$39.8K 0.64% 53
2026
Q1 		$2.16M Sell
7,940
-487
-6% -$139K 0.67% 51
2025
Q4 		$2.43M Buy
8,427
+1,564
+23% +$437K 0.69% 48
2025
Q3 		$1.78M Buy
6,863
+1,671
+32% +$419K 0.56% 57
2025
Q2 		$1.29M Sell
5,192
-559
-10% -$138K 0.43% 65
2025
Q1 		$1.52M Buy
5,751
+504
+10% +$134K 0.53% 63
2024
Q4 		$1.33M Buy
5,247
+132
+3% +$35.6K 0.46% 63
2024
Q3 		$1.44M Sell
5,115
-232
-4% -$64.4K 0.49% 61
2024
Q2 		$1.42M Buy
5,347
+132
+3% +$34.6K 0.51% 60
2024
Q1 		$1.41M Sell
5,215
-23
-0.4% -$6.04K 0.53% 58
2023
Q4 		$1.31M Buy
5,238
+81
+2% +$19.2K 0.53% 59
2023
Q3 		$1.21M Buy
5,157
+273
+6% +$66.5K 0.54% 59
2023
Q2 		$1.2M Buy
4,884
+89
+2% +$21.7K 0.51% 60
2023
Q1 		$1.14M Buy
4,795
+295
+7% +$71K 0.51% 61
2022
Q4 		$1.12M Buy
4,500
+1
+0% +$242 0.53% 60
2022
Q3 		$1.01M Sell
4,499
-220
-5% -$52.5K 0.51% 61
2022
Q2 		$1.11M Sell
4,719
-396
-8% -$95.4K 0.53% 62
2022
Q1 		$1.3M Sell
5,115
-435
-8% -$107K 0.53% 61
2021
Q4 		$1.48M Buy
5,550
+992
+22% +$253K 0.58% 60
2021
Q3 		$1.13M Buy
4,558
+1,117
+32% +$287K 0.51% 65
2021
Q2 		$850K Buy
3,441
+266
+8% +$63.6K 0.38% 67
2021
Q1 		$726K Buy
3,175
+261
+9% +$59.9K 0.36% 70
2020
Q4 		$652K Buy
2,914
+23
+0.8% +$4.92K 0.34% 67
2020
Q3 		$590K Sell
2,891
-39
-1% -$7.89K 0.35% 64
2020
Q2 		$564K Sell
2,930
-799
-21% -$150K 0.37% 62
2020
Q1 		$619K Buy
3,729
+492
+15% +$89.9K 0.48% 58
2019
Q4 		$621K Buy
3,237
+55
+2% +$9.86K 0.4% 68
2019
Q3 		$534K Hold
3,182
– – 0.37% 68
2019
Q2 		$554K Buy
3,182
+301
+10% +$50.8K 0.38% 69
2019
Q1 		$497K Buy
2,881
+32
+1% +$5.42K 0.34% 71
2018
Q4 		$458K Buy
2,849
+1
+0% +$169 0.35% 69
2018
Q3 		$514K Buy
2,848
+489
+21% +$84.1K 0.33% 71
2018
Q2 		$375K Sell
2,359
-73
-3% -$11.5K 0.27% 75
2018
Q1 		$373K Buy
2,432
+104
+4% +$16.6K 0.27% 78
2017
Q4 		$359K Buy
2,328
+1
+0% +$153 0.27% 77
2017
Q3 		$354K Buy
2,327
+101
+5% +$15.1K 0.29% 77
2017
Q2 		$328K Hold
2,226
– – 0.28% 80
2017
Q1 		$307K Buy
+2,226
New +$300K 0.26% 81

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 22.96% 1-Year Est. Return

AIMZ Investment Advisors's VHT Position: Q2 2026 in Review

AIMZ Investment Advisors reduced its Vanguard Health Care ETF (VHT) stake by 1.8% in Q2 2026, selling an estimated $39.8K and leaving 7,797 shares worth $2.33M. The position accounts for 0.64% of the portfolio, ranked #53.

AIMZ Investment Advisors first reported a position in VHT in Q1 2017 and has held it in 38 quarters since. The position peaked at $2.43M in Q4 2025. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • AIMZ Investment Advisors held 7,797 shares of Vanguard Health Care ETF worth $2.33M as of Q2 2026.
  • AIMZ Investment Advisors sold 143 Vanguard Health Care ETF shares in Q2 2026, an estimated $39.8K.
  • Vanguard Health Care ETF made up 0.64% of AIMZ Investment Advisors's portfolio in Q2 2026, its #53 holding.
  • AIMZ Investment Advisors first reported a position in Vanguard Health Care ETF in Q1 2017 and has held it in 38 quarters since.
  • AIMZ Investment Advisors's Vanguard Health Care ETF position peaked at $2.43M in Q4 2025.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on AIMZ Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.