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

BOS 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 		$467K Hold
1,563
– – 0.11% 130
2026
Q1 		$426K Hold
1,563
– – 0.11% 138
2025
Q4 		$450K Buy
1,563
+32
+2% +$8.94K 0.12% 128
2025
Q3 		$397K Sell
1,531
-34
-2% -$8.53K 0.11% 129
2025
Q2 		$389K Hold
1,565
– – 0.12% 117
2025
Q1 		$414K Sell
1,565
-118
-7% -$31.4K 0.14% 106
2024
Q4 		$427K Buy
1,683
+394
+31% +$106K 0.15% 101
2024
Q3 		$364K Buy
1,289
+16
+1% +$4.44K 0.13% 106
2024
Q2 		$339K Buy
1,273
+60
+5% +$15.7K 0.16% 102
2024
Q1 		$328K Buy
1,213
+68
+6% +$17.9K 0.17% 95
2023
Q4 		$287K Buy
1,145
+115
+11% +$27.2K 0.2% 114
2023
Q3 		$242K Buy
+1,030
New +$251K 0.18% 124

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

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

BOS Asset Management held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 1,563 shares worth $467K. The position accounts for 0.11% of the portfolio, ranked #130.

BOS Asset Management first reported a position in VHT in Q3 2023 and has held it in 12 quarters since. 1,120 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • BOS Asset Management held 1,563 shares of Vanguard Health Care ETF worth $467K as of Q2 2026.
  • BOS Asset Management left its Vanguard Health Care ETF share count unchanged in Q2 2026.
  • Vanguard Health Care ETF made up 0.11% of BOS Asset Management's portfolio in Q2 2026, its #130 holding.
  • BOS Asset Management first reported a position in Vanguard Health Care ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,120 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.