BCM Advisors’s Vanguard Health Care ETF VHT Stock Holding History

BCM 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	$202K	Buy	+661	New	+$184K	0.04%	75
2025 Q2	–	Sell	-821	Closed	-$208K	–	71
2025 Q1	$208K	Hold	821	–	–	0.05%	64
2024 Q4	$225K	Sell	821 -167	-17%	-$45K	0.05%	65
2024 Q3	$267K	Sell	988 -465	-32%	-$129K	0.06%	57
2024 Q2	$403K	Buy	1,453 +465	+47%	+$122K	0.1%	57
2024 Q1	$254K	Hold	988	–	–	0.06%	59
2023 Q4	$254K	Sell	988 -348	-26%	-$82.4K	0.07%	57
2023 Q3	$310K	Sell	1,336 -104,728	-99%	-$25.5M	0.09%	54
2023 Q2	$25.5M	Sell	106,064 -992	-0.9%	-$241K	6.83%	6
2023 Q1	$26.5M	Sell	107,056 -4,160	-4%	-$1M	7.16%	6
2022 Q4	$27.2M	Buy	111,216 +4,881	+5%	+$1.18M	7.52%	6
2022 Q3	$25.9M	Sell	106,335 -1,005	-0.9%	-$240K	7.61%	5
2022 Q2	$25.9M	Buy	+107,340	New	+$25.9M	7.13%	6

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

BCM Advisors's VHT Position: Q2 2026 in Review

BCM Advisors opened a new position in Vanguard Health Care ETF (VHT) in Q2 2026: 661 shares worth $202K. The stake represents 0.04% of the portfolio and ranks #75 among its holdings. This is a return to the name: BCM Advisors previously reported a position in VHT as recently as Q1 2025.

BCM Advisors first reported a position in VHT in Q2 2022 and has held it in 13 quarters since. The position peaked at $27.2M in Q4 2022. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

BCM Advisors held 661 shares of Vanguard Health Care ETF worth $202K as of Q2 2026.
Vanguard Health Care ETF was a new BCM Advisors position in Q2 2026.
Vanguard Health Care ETF made up 0.04% of BCM Advisors's portfolio in Q2 2026, its #75 holding.
BCM Advisors first reported a position in Vanguard Health Care ETF in Q2 2022 and has held it in 13 quarters since.
BCM Advisors's Vanguard Health Care ETF position peaked at $27.2M in Q4 2022.
1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on BCM Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.