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

Athena 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	$813K	Sell	2,718 -85	-3%	-$23.6K	0.48%	48
2026 Q1	$763K	Sell	2,803 -1	-0%	-$286	0.4%	64
2025 Q4	$807K	Buy	2,804 +14	+0.5%	+$3.91K	0.41%	61
2025 Q3	$724K	Buy	2,790 +96	+4%	+$24.1K	0.38%	64
2025 Q2	$669K	Buy	2,694 +17	+0.6%	+$4.2K	0.37%	69
2025 Q1	$709K	Hold	2,677	–	–	0.43%	54
2024 Q4	$679K	Buy	2,677 +1,000	+60%	+$269K	0.39%	61
2024 Q3	$473K	Buy	1,677 +23	+1%	+$6.39K	0.27%	91
2024 Q2	$440K	Sell	1,654 -84	-5%	-$22K	0.27%	88
2024 Q1	$470K	Hold	1,738	–	–	0.28%	82
2023 Q4	$436K	Hold	1,738	–	–	0.28%	82
2023 Q3	$409K	Hold	1,738	–	–	0.29%	83
2023 Q2	$425K	Hold	1,738	–	–	0.29%	78
2023 Q1	$414K	Sell	1,738 -2	-0.1%	-$481	0.3%	77
2022 Q4	$432K	Hold	1,740	–	–	0.32%	74
2022 Q3	$389K	Buy	1,740 +185	+12%	+$44.2K	0.33%	76
2022 Q2	$366K	Sell	1,555 -710	-31%	-$171K	0.29%	84
2022 Q1	$580K	Buy	+2,265	New	+$560K	0.45%	54

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Athena Investment Management reduced its Vanguard Health Care ETF (VHT) stake by 3% in Q2 2026, selling an estimated $23.6K and leaving 2,718 shares worth $813K. The position accounts for 0.48% of the portfolio, ranked #48.

Athena Investment Management first reported a position in VHT in Q1 2022 and has held it in 18 quarters since. 1,120 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Athena Investment Management held 2,718 shares of Vanguard Health Care ETF worth $813K as of Q2 2026.
Athena Investment Management sold 85 Vanguard Health Care ETF shares in Q2 2026, an estimated $23.6K.
Vanguard Health Care ETF made up 0.48% of Athena Investment Management's portfolio in Q2 2026, its #48 holding.
Athena Investment Management first reported a position in Vanguard Health Care ETF in Q1 2022 and has held it in 18 quarters since.
1,120 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.