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Axxcess Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Axxcess Wealth 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 		$11.8M Sell
39,501
-539
-1% -$150K 0.19% 115
2026
Q1 		$10.9M Buy
40,040
+493
+1% +$141K 0.35% 65
2025
Q4 		$11.4M Buy
39,547
+34,779
+729% +$9.72M 0.2% 100
2025
Q3 		$1.24M Buy
4,768
+105
+2% +$26.3K 0.03% 407
2025
Q2 		$1.16M Buy
4,663
+77
+2% +$19K 0.03% 393
2025
Q1 		$1.21M Buy
4,586
+1,338
+41% +$356K 0.03% 348
2024
Q4 		$824K Buy
3,248
+20
+0.6% +$5.39K 0.02% 440
2024
Q3 		$911K Sell
3,228
-526
-14% -$146K 0.02% 407
2024
Q2 		$999K Sell
3,754
-293
-7% -$76.8K 0.03% 377
2024
Q1 		$1.09M Sell
4,047
-187
-4% -$49.1K 0.03% 355
2023
Q4 		$1.06M Buy
4,234
+1,832
+76% +$434K 0.03% 346
2023
Q3 		$565K Buy
+2,402
New +$586K 0.02% 442
2022
Q2 		– Sell
-11,468
Closed -$2.92M – 677
2022
Q1 		$2.92M Buy
11,468
+308
+3% +$76.1K 0.23% 90
2021
Q4 		$2.97M Buy
+11,160
New +$2.85M 0.22% 87

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

Axxcess Wealth Management's VHT Position: Q2 2026 in Review

Axxcess Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 1.3% in Q2 2026, selling an estimated $150K and leaving 39,501 shares worth $11.8M. The position accounts for 0.19% of the portfolio, ranked #115.

Axxcess Wealth Management first reported a position in VHT in Q4 2021 and has held it in 14 quarters since. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Axxcess Wealth Management held 39,501 shares of Vanguard Health Care ETF worth $11.8M as of Q2 2026.
  • Axxcess Wealth Management sold 539 Vanguard Health Care ETF shares in Q2 2026, an estimated $150K.
  • Vanguard Health Care ETF made up 0.19% of Axxcess Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Axxcess Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 14 quarters since.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.