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Aspen Wealth Strategies’s Vanguard Health Care ETF VHT Stock Holding History

Aspen Wealth Strategies’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 		$3.46M Buy
11,573
+594
+5% +$165K 1.67% 15
2026
Q1 		$2.99M Buy
10,979
+363
+3% +$104K 1.6% 14
2025
Q4 		$3.06M Buy
10,616
+8,623
+433% +$2.41M 1.67% 15
2025
Q3 		$517K Buy
1,993
+137
+7% +$34.4K 0.29% 50
2025
Q2 		$461K Buy
1,856
+125
+7% +$30.9K 0.28% 53
2025
Q1 		$458K Buy
1,731
+115
+7% +$30.6K 0.3% 52
2024
Q4 		$410K Sell
1,616
-19
-1% -$5.12K 0.26% 52
2024
Q3 		$462K Sell
1,635
-104
-6% -$28.9K 0.3% 48
2024
Q2 		$480K Sell
1,739
-105
-6% -$27.5K 0.33% 47
2024
Q1 		$499K Sell
1,844
-11
-0.6% -$2.89K 0.34% 47
2023
Q4 		$465K Buy
1,855
+7
+0.4% +$1.66K 0.34% 47
2023
Q3 		$434K Buy
1,848
+531
+40% +$129K 0.34% 38
2023
Q2 		$322K Buy
+1,317
New +$320K 0.24% 50

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

Aspen Wealth Strategies's VHT Position: Q2 2026 in Review

Aspen Wealth Strategies increased its Vanguard Health Care ETF (VHT) stake by 5.4% in Q2 2026, buying an estimated $165K and bringing the position to 11,573 shares worth $3.46M. The position accounts for 1.67% of the portfolio, ranked #15.

Aspen Wealth Strategies first reported a position in VHT in Q2 2023 and has held it in 13 quarters since. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Aspen Wealth Strategies held 11,573 shares of Vanguard Health Care ETF worth $3.46M as of Q2 2026.
  • Aspen Wealth Strategies bought 594 Vanguard Health Care ETF shares in Q2 2026, an estimated $165K.
  • Vanguard Health Care ETF made up 1.67% of Aspen Wealth Strategies's portfolio in Q2 2026, its #15 holding.
  • Aspen Wealth Strategies first reported a position in Vanguard Health Care ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.