Baker Avenue Asset Management’s Vanguard Health Care ETF VHT Stock Holding History

Baker Avenue Asset 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	$491K	Buy	+1,642	New	+$457K	0.01%	503
2026 Q1	–	Sell	-881	Closed	-$254K	–	788
2025 Q4	$254K	Buy	+881	New	+$246K	0.01%	550
2023 Q4	–	Sell	-113	Closed	-$26.6K	–	1454
2023 Q3	$26.6K	Sell	113 -486	-81%	-$118K	﹤0.01%	610
2023 Q2	$147K	Sell	599 -3,072	-84%	-$747K	0.01%	372
2023 Q1	$875K	Buy	3,671 +3,558	+3,149%	+$856K	0.05%	187
2022 Q4	$28K	Sell	113 -3,589	-97%	-$870K	﹤0.01%	570
2022 Q3	$828K	Buy	+3,702	New	+$884K	0.05%	178

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

Baker Avenue Asset Management's VHT Position: Q2 2026 in Review

Baker Avenue Asset Management opened a new position in Vanguard Health Care ETF (VHT) in Q2 2026: 1,642 shares worth $491K. The stake represents 0.01% of the portfolio and ranks #503 among its holdings. This is a return to the name: Baker Avenue Asset Management previously reported a position in VHT as recently as Q4 2025.

Baker Avenue Asset Management first reported a position in VHT in Q3 2022 and has held it in 7 quarters since. The position peaked at $875K in Q1 2023. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Baker Avenue Asset Management held 1,642 shares of Vanguard Health Care ETF worth $491K as of Q2 2026.
Vanguard Health Care ETF was a new Baker Avenue Asset Management position in Q2 2026.
Vanguard Health Care ETF made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #503 holding.
Baker Avenue Asset Management first reported a position in Vanguard Health Care ETF in Q3 2022 and has held it in 7 quarters since.
Baker Avenue Asset Management's Vanguard Health Care ETF position peaked at $875K in Q1 2023.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.