AP
VHT icon

Appleton Partners’s Vanguard Health Care ETF VHT Stock Holding History

Appleton Partners’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 		– Sell
-1,099
Closed -$299K – 283
2026
Q1 		$299K Buy
1,099
+59
+6% +$16.9K 0.02% 235
2025
Q4 		$299K Sell
1,040
-50
-5% -$14K 0.02% 234
2025
Q3 		$283K Sell
1,090
-260
-19% -$65.2K 0.02% 231
2025
Q2 		$335K Hold
1,350
– – 0.02% 215
2025
Q1 		$357K Buy
+1,350
New +$360K 0.03% 206

Other funds holding VHT

AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Appleton Partners's VHT Position: Q2 2026 in Review

Appleton Partners sold out of Vanguard Health Care ETF (VHT) in Q2 2026, closing a stake of 1,099 shares — an estimated $299K sold.

Appleton Partners first reported a position in VHT in Q1 2025 and held it in 5 quarters. The position peaked at $357K in Q1 2025. 244 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Appleton Partners reported no remaining Vanguard Health Care ETF position as of Q2 2026 after selling out during the quarter.
  • Appleton Partners sold 1,099 Vanguard Health Care ETF shares in Q2 2026, an estimated $299K.
  • Appleton Partners first reported a position in Vanguard Health Care ETF in Q1 2025 and held it in 5 quarters.
  • Appleton Partners's Vanguard Health Care ETF position peaked at $357K in Q1 2025.
  • 244 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.