American Institute for Advanced Investment Management’s Vanguard Health Care ETF VHT Stock Holding History

American Institute for Advanced Investment Management’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	$227K	Sell	759 -102	-12%	-$28.4K	0.13%	153
2026 Q1	$234K	Sell	861 -15	-2%	-$4.29K	0.15%	143
2025 Q4	$252K	Hold	876	–	–	0.16%	125
2025 Q3	$227K	Sell	876 -190	-18%	-$47.7K	0.15%	134
2025 Q2	$265K	Sell	1,066 -200	-16%	-$49.4K	0.19%	120
2025 Q1	$335K	Sell	1,266 -240	-16%	-$63.9K	0.26%	96
2024 Q4	$382K	Sell	1,506 -140	-9%	-$37.7K	0.28%	87
2024 Q3	$465K	Hold	1,646	–	–	0.33%	80
2024 Q2	$438K	Hold	1,646	–	–	0.34%	79
2024 Q1	$445K	Sell	1,646 -55	-3%	-$14.4K	0.35%	77
2023 Q4	$426K	Hold	1,701	–	–	0.38%	74
2023 Q3	$400K	Sell	1,701 -472	-22%	-$115K	0.37%	76
2023 Q2	$532K	Sell	2,173 -260	-11%	-$63.3K	0.47%	58
2023 Q1	$580K	Hold	2,433	–	–	0.62%	47
2022 Q4	$604K	Hold	2,433	–	–	0.55%	53
2022 Q3	$544K	Hold	2,433	–	–	0.51%	56
2022 Q2	$573K	Hold	2,433	–	–	0.5%	54
2022 Q1	$619K	Sell	2,433 -419	-15%	-$104K	0.45%	58
2021 Q4	$760K	Sell	2,852 -60	-2%	-$15.3K	0.51%	54
2021 Q3	$720K	Sell	2,912 -60	-2%	-$15.4K	0.51%	55
2021 Q2	$734K	Sell	2,972 -147	-5%	-$35.1K	0.52%	55
2021 Q1	$713K	Sell	3,119 -243	-7%	-$55.7K	0.54%	53
2020 Q4	$752K	Buy	3,362 +30	+0.9%	+$6.41K	0.6%	50
2020 Q3	$680K	Sell	3,332 -133	-4%	-$26.9K	0.61%	49
2020 Q2	$668K	Buy	3,465 +30	+0.9%	+$5.63K	0.63%	51
2020 Q1	$571K	Buy	3,435 +280	+9%	+$51.2K	0.62%	50
2019 Q4	$605K	Buy	+3,155	New	+$566K	0.58%	51

Other funds holding VHT

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

American Institute for Advanced Investment Management's VHT Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its Vanguard Health Care ETF (VHT) stake by 12% in Q2 2026, selling an estimated $28.4K and leaving 759 shares worth $227K. The position accounts for 0.13% of the portfolio, ranked #153.

American Institute for Advanced Investment Management first reported a position in VHT in Q4 2019 and has held it in 27 quarters since. The position peaked at $760K in Q4 2021. 748 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

American Institute for Advanced Investment Management held 759 shares of Vanguard Health Care ETF worth $227K as of Q2 2026.
American Institute for Advanced Investment Management sold 102 Vanguard Health Care ETF shares in Q2 2026, an estimated $28.4K.
Vanguard Health Care ETF made up 0.13% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #153 holding.
American Institute for Advanced Investment Management first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 27 quarters since.
American Institute for Advanced Investment Management's Vanguard Health Care ETF position peaked at $760K in Q4 2021.
748 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.