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

BigSur 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	$1.41M	Hold	4,700	–	–	0.34%	80
2026 Q1	$1.28M	Buy	4,700 +1,000	+27%	+$286K	0.36%	77
2025 Q4	$1.07M	Hold	3,700	–	–	0.26%	82
2025 Q3	$961K	Hold	3,700	–	–	0.24%	84
2025 Q2	$919K	Hold	3,700	–	–	0.23%	84
2025 Q1	$980K	Hold	3,700	–	–	0.27%	88
2024 Q4	$939K	Hold	3,700	–	–	0.27%	86
2024 Q3	$1.05M	Hold	3,700	–	–	0.29%	83
2024 Q2	$988K	Hold	3,700	–	–	0.3%	80
2024 Q1	$1M	Hold	3,700	–	–	0.31%	83
2023 Q4	$928K	Hold	3,700	–	–	0.44%	61
2023 Q3	$873K	Hold	3,700	–	–	0.44%	61
2023 Q2	$909K	Hold	3,700	–	–	0.43%	62
2023 Q1	$882K	Hold	3,700	–	–	0.41%	63
2022 Q4	$918K	Hold	3,700	–	–	0.44%	56
2022 Q3	$831K	Sell	3,700 -480	-11%	-$115K	0.42%	59
2022 Q2	$984K	Hold	4,180	–	–	0.46%	61
2022 Q1	$1.06M	Hold	4,180	–	–	0.41%	65
2021 Q4	$1.11M	Hold	4,180	–	–	0.44%	60
2021 Q3	$1.04M	Hold	4,180	–	–	0.47%	55
2021 Q2	$1.03M	Hold	4,180	–	–	0.47%	58
2021 Q1	$956K	Hold	4,180	–	–	0.49%	54
2020 Q4	$935K	Hold	4,180	–	–	0.53%	56
2020 Q3	$853K	Sell	4,180 -230	-5%	-$46.5K	0.54%	52
2020 Q2	$850K	Hold	4,410	–	–	0.61%	44
2020 Q1	$732K	Buy	4,410 +2,410	+121%	+$440K	0.55%	47
2019 Q4	$383K	Hold	2,000	–	–	0.22%	84
2019 Q3	$337K	Hold	2,000	–	–	0.23%	80
2019 Q2	$350K	Hold	2,000	–	–	0.24%	78
2019 Q1	$345K	Buy	+2,000	New	+$339K	0.23%	77

Other funds holding VHT

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

BigSur Wealth Management held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 4,700 shares worth $1.41M. The position accounts for 0.34% of the portfolio, ranked #80.

BigSur Wealth Management first reported a position in VHT in Q1 2019 and has held it in 30 quarters since. 244 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

BigSur Wealth Management held 4,700 shares of Vanguard Health Care ETF worth $1.41M as of Q2 2026.
BigSur Wealth Management left its Vanguard Health Care ETF share count unchanged in Q2 2026.
Vanguard Health Care ETF made up 0.34% of BigSur Wealth Management's portfolio in Q2 2026, its #80 holding.
BigSur Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2019 and has held it in 30 quarters since.
244 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.