BWFA
VHT icon

Baltimore-Washington Financial Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Baltimore-Washington Financial Advisors’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 		$287K Buy
+960
New +$267K 0.01% 174
2026
Q1 		– Sell
-1,375
Closed -$396K – 205
2025
Q4 		$396K Buy
+1,375
New +$384K 0.02% 135

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

Baltimore-Washington Financial Advisors's VHT Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors opened a new position in Vanguard Health Care ETF (VHT) in Q2 2026: 960 shares worth $287K. The stake represents 0.01% of the portfolio and ranks #174 among its holdings. This is a return to the name: Baltimore-Washington Financial Advisors previously reported a position in VHT as recently as Q4 2025.

Baltimore-Washington Financial Advisors first reported a position in VHT in Q4 2025 and has held it in 2 quarters since. The position peaked at $396K in Q4 2025. 1,113 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Baltimore-Washington Financial Advisors held 960 shares of Vanguard Health Care ETF worth $287K as of Q2 2026.
  • Vanguard Health Care ETF was a new Baltimore-Washington Financial Advisors position in Q2 2026.
  • Vanguard Health Care ETF made up 0.01% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #174 holding.
  • Baltimore-Washington Financial Advisors first reported a position in Vanguard Health Care ETF in Q4 2025 and has held it in 2 quarters since.
  • Baltimore-Washington Financial Advisors's Vanguard Health Care ETF position peaked at $396K in Q4 2025.
  • 1,113 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.