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

Bellevue 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	$1.06M	Buy	3,560 +1	+0%	+$278	0.49%	36
2026 Q1	$969K	Sell	3,559 -43	-1%	-$12.3K	0.49%	33
2025 Q4	$1.04M	Sell	3,602 -98	-3%	-$27.4K	0.34%	30
2025 Q3	$961K	Sell	3,700 -98	-3%	-$24.6K	0.44%	31
2025 Q2	$943K	Hold	3,798	–	–	0.46%	29
2025 Q1	$1.01M	Buy	3,798 +1	+0%	+$266	0.55%	24
2024 Q4	$963K	Sell	3,797 -6	-0.2%	-$1.62K	0.5%	28
2024 Q3	$1.07M	Buy	3,803 +1	+0%	+$278	0.55%	24
2024 Q2	$1.01M	Hold	3,802	–	–	0.56%	23
2024 Q1	$1.03M	Hold	3,802	–	–	0.58%	23
2023 Q4	$953K	Sell	3,802 -16	-0.4%	-$3.79K	0.84%	26
2023 Q3	$898K	Sell	3,818 -8	-0.2%	-$1.95K	0.6%	21
2023 Q2	$937K	Hold	3,826	–	–	0.59%	22
2023 Q1	$912K	Buy	3,826 +2	+0.1%	+$481	0.62%	21
2022 Q4	$941K	Sell	3,824 -11	-0.3%	-$2.67K	0.73%	17
2022 Q3	$866K	Hold	3,835	–	–	0.67%	26
2022 Q2	$907K	Hold	3,835	–	–	0.66%	29
2022 Q1	$988K	Sell	3,835 -534	-12%	-$132K	0.61%	29
2021 Q4	$1.16M	Sell	4,369 -5	-0.1%	-$1.27K	0.69%	28
2021 Q3	$1.09M	Hold	4,374	–	–	0.67%	28
2021 Q2	$1.08M	Sell	4,374 -19	-0.4%	-$4.54K	0.66%	28
2021 Q1	$1.01M	Hold	4,393	–	–	0.62%	28
2020 Q4	$1.04M	Sell	4,393 -811	-16%	-$173K	0.63%	29
2020 Q3	$1.06M	Sell	5,204 -22	-0.4%	-$4.45K	0.74%	28
2020 Q2	$1.01M	Sell	5,226 -192	-4%	-$36K	1.03%	26
2020 Q1	$1.04M	Sell	5,418 -647	-11%	-$118K	1.08%	27
2019 Q4	$1.16M	Buy	+6,065	New	+$1.09M	0.9%	25

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

Bellevue Asset Management's VHT Position: Q2 2026 in Review

Bellevue Asset Management increased its Vanguard Health Care ETF (VHT) stake by 0.03% in Q2 2026, buying an estimated $278 and bringing the position to 3,560 shares worth $1.06M. The position accounts for 0.49% of the portfolio, ranked #36.

Bellevue Asset Management first reported a position in VHT in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.16M in Q4 2021. 1,113 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Bellevue Asset Management held 3,560 shares of Vanguard Health Care ETF worth $1.06M as of Q2 2026.
Bellevue Asset Management bought 1 Vanguard Health Care ETF share in Q2 2026, an estimated $278.
Vanguard Health Care ETF made up 0.49% of Bellevue Asset Management's portfolio in Q2 2026, its #36 holding.
Bellevue Asset Management first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 27 quarters since.
Bellevue Asset Management's Vanguard Health Care ETF position peaked at $1.16M in Q4 2021.
1,113 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.