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AMI Investment Management’s Vanguard Health Care ETF VHT Stock Holding History

AMI 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 		$4.82M Sell
16,106
-924
-5% -$257K 1.02% 24
2026
Q1 		$4.64M Buy
17,030
+315
+2% +$90.1K 1.04% 25
2025
Q4 		$4.81M Sell
16,715
-1,316
-7% -$368K 1.08% 24
2025
Q3 		$4.68M Sell
18,031
-11,732
-39% -$2.94M 1.09% 24
2025
Q2 		$7.39M Sell
29,763
-225
-0.8% -$55.6K 1.91% 15
2025
Q1 		$7.94M Sell
29,988
-489
-2% -$130K 2.56% 10
2024
Q4 		$7.73M Sell
30,477
-1,170
-4% -$315K 2.51% 12
2024
Q3 		$8.93M Buy
31,647
+302
+1% +$83.9K 3.02% 9
2024
Q2 		$8.34M Sell
31,345
-240
-0.8% -$62.9K 2.91% 9
2024
Q1 		$8.54M Sell
31,585
-2,782
-8% -$731K 3.1% 8
2023
Q4 		$8.62M Sell
34,367
-3,252
-9% -$770K 3.49% 7
2023
Q3 		$8.85M Sell
37,619
-42,413
-53% -$10.3M 3.98% 4
2023
Q2 		$19.6M Buy
80,032
+122
+0.2% +$29.7K 8.7% 2
2023
Q1 		$19.1M Buy
79,910
+39,606
+98% +$9.53M 8.89% 2
2022
Q4 		$10M Buy
40,304
+366
+0.9% +$88.7K 5.04% 3
2022
Q3 		$8.93M Sell
39,938
-732
-2% -$175K 5.05% 4
2022
Q2 		$9.58M Buy
40,670
+817
+2% +$197K 4.83% 4
2022
Q1 		$10.1M Buy
39,853
+8,680
+28% +$2.14M 4.45% 4
2021
Q4 		$8.3M Buy
31,173
+1,664
+6% +$424K 3.35% 7
2021
Q3 		$7.29M Sell
29,509
-32
-0.1% -$8.21K 3.05% 7
2021
Q2 		$7.3M Buy
29,541
+210
+0.7% +$50.2K 2.89% 6
2021
Q1 		$6.71M Buy
29,331
+8,185
+39% +$1.88M 2.82% 6
2020
Q4 		$4.73M Buy
21,146
+3,720
+21% +$795K 2.09% 16
2020
Q3 		$3.56M Buy
17,426
+130
+0.8% +$26.3K 1.8% 19
2020
Q2 		$3.33M Buy
+17,296
New +$3.25M 1.77% 21

Other funds holding VHT

Commonwealth Equity Services
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WAG
Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AMI Investment Management's VHT Position: Q2 2026 in Review

AMI Investment Management reduced its Vanguard Health Care ETF (VHT) stake by 5.4% in Q2 2026, selling an estimated $257K and leaving 16,106 shares worth $4.82M. The position accounts for 1.02% of the portfolio, ranked #24.

AMI Investment Management first reported a position in VHT in Q2 2020 and has held it in 25 quarters since. The position peaked at $19.6M in Q2 2023. 539 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • AMI Investment Management held 16,106 shares of Vanguard Health Care ETF worth $4.82M as of Q2 2026.
  • AMI Investment Management sold 924 Vanguard Health Care ETF shares in Q2 2026, an estimated $257K.
  • Vanguard Health Care ETF made up 1.02% of AMI Investment Management's portfolio in Q2 2026, its #24 holding.
  • AMI Investment Management first reported a position in Vanguard Health Care ETF in Q2 2020 and has held it in 25 quarters since.
  • AMI Investment Management's Vanguard Health Care ETF position peaked at $19.6M in Q2 2023.
  • 539 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on AMI Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.