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

BCS 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	$1.42M	Hold	4,737	–	–	0.26%	82
2026 Q1	$1.29M	Sell	4,737 -4,737	-50%	-$1.35M	0.26%	82
2025 Q4	$2.73M	Buy	9,474 +5,737	+154%	+$1.6M	0.28%	77
2025 Q3	$970K	Hold	3,737	–	–	0.22%	89
2025 Q2	$928K	Buy	3,737 +137	+4%	+$33.9K	0.2%	98
2025 Q1	$953K	Hold	3,600	–	–	0.25%	85
2024 Q4	$913K	Hold	3,600	–	–	0.23%	90
2024 Q3	$1.02M	Hold	3,600	–	–	0.43%	56
2024 Q2	$958K	Hold	3,600	–	–	0.47%	54
2024 Q1	$974K	Buy	3,600 +18	+0.5%	+$4.73K	0.31%	78
2023 Q4	$898K	Hold	3,582	–	–	0.33%	76
2023 Q3	$842K	Hold	3,582	–	–	0.35%	73
2023 Q2	$877K	Buy	+3,582	New	+$871K	0.64%	41
2023 Q1	–	Sell	-3,582	Closed	-$889K	–	200
2022 Q4	$889K	Hold	3,582	–	–	0.37%	72
2022 Q3	$801K	Hold	3,582	–	–	0.38%	68
2022 Q2	$844K	Hold	3,582	–	–	0.37%	65
2022 Q1	$911K	Hold	3,582	–	–	0.38%	64
2021 Q4	$954K	Hold	3,582	–	–	0.34%	68
2021 Q3	$885K	Buy	3,582 +17	+0.5%	+$4.36K	0.38%	58
2021 Q2	$881K	Buy	3,565 +29	+0.8%	+$6.93K	0.47%	50
2021 Q1	$809K	Hold	3,536	–	–	0.38%	57
2020 Q4	$791K	Hold	3,536	–	–	0.41%	56
2020 Q3	$721K	Buy	3,536 +20	+0.6%	+$4.05K	0.41%	52
2020 Q2	$677K	Hold	3,516	–	–	0.41%	53
2020 Q1	$584K	Hold	3,516	–	–	0.41%	49
2019 Q4	$674K	Buy	+3,516	New	+$630K	0.45%	46

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

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

BCS Wealth Management held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 4,737 shares worth $1.42M. The position accounts for 0.26% of the portfolio, ranked #82.

BCS Wealth Management first reported a position in VHT in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.73M in Q4 2025. 1,120 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

BCS Wealth Management held 4,737 shares of Vanguard Health Care ETF worth $1.42M as of Q2 2026.
BCS Wealth Management left its Vanguard Health Care ETF share count unchanged in Q2 2026.
Vanguard Health Care ETF made up 0.26% of BCS Wealth Management's portfolio in Q2 2026, its #82 holding.
BCS Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 26 quarters since.
BCS Wealth Management's Vanguard Health Care ETF position peaked at $2.73M in Q4 2025.
1,120 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.