BIP Wealth’s Vanguard Health Care ETF VHT Stock Holding History

BIP Wealth’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	$444K	Sell	1,484 -73	-5%	-$20.3K	0.01%	389
2026 Q1	$424K	Sell	1,557 -958	-38%	-$274K	0.02%	314
2025 Q4	$724K	Buy	2,515 +1	+0%	+$279	0.03%	247
2025 Q3	$653K	Hold	2,514	–	–	0.03%	154
2025 Q2	$624K	Sell	2,514 -78	-3%	-$19.3K	0.04%	134
2025 Q1	$686K	Buy	2,592 +77	+3%	+$20.5K	0.04%	127
2024 Q4	$638K	Buy	2,515 +21	+0.8%	+$5.66K	0.04%	130
2024 Q3	$704K	Hold	2,494	–	–	0.05%	114
2024 Q2	$663K	Hold	2,494	–	–	0.05%	101
2024 Q1	$675K	Hold	2,494	–	–	0.05%	110
2023 Q4	$625K	Hold	2,494	–	–	0.05%	100
2023 Q3	$586K	Buy	2,494 +64	+3%	+$15.6K	0.05%	98
2023 Q2	$595K	Sell	2,430 -128	-5%	-$31.1K	0.05%	94
2023 Q1	$610K	Buy	+2,558	New	+$616K	0.07%	95

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

BIP Wealth's VHT Position: Q2 2026 in Review

BIP Wealth reduced its Vanguard Health Care ETF (VHT) stake by 4.7% in Q2 2026, selling an estimated $20.3K and leaving 1,484 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #389.

BIP Wealth first reported a position in VHT in Q1 2023 and has held it in 14 quarters since. The position peaked at $724K in Q4 2025. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

BIP Wealth held 1,484 shares of Vanguard Health Care ETF worth $444K as of Q2 2026.
BIP Wealth sold 73 Vanguard Health Care ETF shares in Q2 2026, an estimated $20.3K.
Vanguard Health Care ETF made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #389 holding.
BIP Wealth first reported a position in Vanguard Health Care ETF in Q1 2023 and has held it in 14 quarters since.
BIP Wealth's Vanguard Health Care ETF position peaked at $724K in Q4 2025.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.