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Blue Trust Inc’s Vanguard Health Care ETF VHT Stock Holding History

Blue Trust Inc’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 		$182K Buy
610
+101
+20% +$28.1K ﹤0.01% 811
2026
Q1 		$138K Buy
509
+15
+3% +$4.29K ﹤0.01% 887
2025
Q4 		$142K Hold
494
– – ﹤0.01% 906
2025
Q3 		$128K Sell
494
-6
-1% -$1.5K ﹤0.01% 968
2025
Q2 		$124K Buy
500
+134
+37% +$33.1K ﹤0.01% 952
2025
Q1 		$96.8K Buy
366
+365
+36,500% +$97.2K ﹤0.01% 1005
2024
Q4 		$195 Sell
1
-77
-99% -$20.7K ﹤0.01% 2386
2024
Q3 		$20.7K Buy
+78
New +$21.7K ﹤0.01% 1925
2023
Q3 		– Sell
-11
Closed -$3K – 2302
2023
Q2 		$3K Buy
+11
New +$2.68K ﹤0.01% 1689
2022
Q4 		– Sell
-142
Closed -$33K – 2495
2022
Q3 		$33K Buy
+142
New +$33.9K ﹤0.01% 906

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Blue Trust Inc's VHT Position: Q2 2026 in Review

Blue Trust Inc increased its Vanguard Health Care ETF (VHT) stake by 20% in Q2 2026, buying an estimated $28.1K and bringing the position to 610 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Blue Trust Inc first reported a position in VHT in Q3 2022 and has held it in 10 quarters since. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Blue Trust Inc held 610 shares of Vanguard Health Care ETF worth $182K as of Q2 2026.
  • Blue Trust Inc bought 101 Vanguard Health Care ETF shares in Q2 2026, an estimated $28.1K.
  • Vanguard Health Care ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #811 holding.
  • Blue Trust Inc first reported a position in Vanguard Health Care ETF in Q3 2022 and has held it in 10 quarters since.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.