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Brandywine Oak Private Wealth’s Vanguard Health Care ETF VHT Stock Holding History

Brandywine Oak Private 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 		$897K Buy
3,000
+98
+3% +$27.2K 0.07% 122
2026
Q1 		$790K Hold
2,902
– – 0.07% 123
2025
Q4 		$835K Hold
2,902
– – 0.07% 117
2025
Q3 		$753K Sell
2,902
-49
-2% -$12.3K 0.07% 123
2025
Q2 		$733K Sell
2,951
-7
-0.2% -$1.73K 0.07% 122
2025
Q1 		$783K Hold
2,958
– – 0.08% 117
2024
Q4 		$750K Sell
2,958
-3
-0.1% -$808 0.07% 117
2024
Q3 		$836K Buy
2,961
+18
+0.6% +$5K 0.08% 112
2024
Q2 		$783K Sell
2,943
-1
-0% -$262 0.08% 112
2024
Q1 		$796K Hold
2,944
– – 0.08% 108
2023
Q4 		$738K Sell
2,944
-471
-14% -$112K 0.08% 113
2023
Q3 		$803K Sell
3,415
-4
-0.1% -$975 0.09% 108
2023
Q2 		$837K Sell
3,419
-1,800
-34% -$438K 0.09% 107
2023
Q1 		$1.24M Buy
5,219
+36
+0.7% +$8.66K 0.15% 84
2022
Q4 		$1.29M Sell
5,183
-1,751
-25% -$425K 0.16% 77
2022
Q3 		$1.55M Sell
6,934
-485
-7% -$116K 0.21% 70
2022
Q2 		$1.75M Sell
7,419
-69,895
-90% -$16.8M 0.22% 71
2022
Q1 		$19.7M Sell
77,314
-675
-0.9% -$167K 2.25% 11
2021
Q4 		$20.7M Sell
77,989
-2,611
-3% -$666K 2.26% 9
2021
Q3 		$19.4M Buy
80,600
+202
+0.3% +$51.8K 2.25% 10
2021
Q2 		$19.9M Sell
80,398
-2,307
-3% -$551K 2.32% 12
2021
Q1 		$18.9M Sell
82,705
-13,891
-14% -$3.19M 2.79% 10
2020
Q4 		$21.6M Buy
96,596
+1,906
+2% +$407K 3.29% 7
2020
Q3 		$19.3M Sell
94,690
-32,948
-26% -$6.67M 3.23% 7
2020
Q2 		$24.6M Sell
127,638
-4,498
-3% -$844K 4.37% 5
2020
Q1 		$22M Buy
132,136
+129,025
+4,147% +$23.6M 4.54% 5
2019
Q4 		$596K Buy
3,111
+1,028
+49% +$184K 0.11% 97
2019
Q3 		$349K Buy
2,083
+143
+7% +$24.5K 0.07% 146
2019
Q2 		$337K Hold
1,940
– – 0.07% 146
2019
Q1 		$334K Buy
1,940
+1,529
+372% +$259K 0.07% 142
2018
Q4 		$66K Buy
+411
New +$69.6K 0.01% 331

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

Brandywine Oak Private Wealth's VHT Position: Q2 2026 in Review

Brandywine Oak Private Wealth increased its Vanguard Health Care ETF (VHT) stake by 3.4% in Q2 2026, buying an estimated $27.2K and bringing the position to 3,000 shares worth $897K. The position accounts for 0.07% of the portfolio, ranked #122.

Brandywine Oak Private Wealth first reported a position in VHT in Q4 2018 and has held it in 31 quarters since. The position peaked at $24.6M in Q2 2020. 1,113 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Brandywine Oak Private Wealth held 3,000 shares of Vanguard Health Care ETF worth $897K as of Q2 2026.
  • Brandywine Oak Private Wealth bought 98 Vanguard Health Care ETF shares in Q2 2026, an estimated $27.2K.
  • Vanguard Health Care ETF made up 0.07% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #122 holding.
  • Brandywine Oak Private Wealth first reported a position in Vanguard Health Care ETF in Q4 2018 and has held it in 31 quarters since.
  • Brandywine Oak Private Wealth's Vanguard Health Care ETF position peaked at $24.6M in Q2 2020.
  • 1,113 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.