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

Bullock 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 		$49.9K Buy
166
+1
+0.6% +$278 0.02% 281
2026
Q1 		$45.4K Hold
165
– – 0.02% 280
2025
Q4 		$47.4K Sell
165
-33
-17% -$9.22K 0.02% 275
2025
Q3 		$52.7K Buy
198
+1
+0.5% +$251 0.03% 255
2025
Q2 		$49.4K Buy
197
+1
+0.5% +$247 0.03% 244
2025
Q1 		$50.9K Sell
196
-11
-5% -$2.93K 0.03% 240
2024
Q4 		$52.4K Buy
207
+1
+0.5% +$269 0.03% 249
2024
Q3 		$57.7K Buy
206
+2
+1% +$556 0.03% 225
2024
Q2 		$54.1K Sell
204
-56
-22% -$14.7K 0.04% 227
2024
Q1 		$69.6K Buy
+260
New +$68.3K 0.05% 217

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 22.9% 1-Year Est. Return

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

Bullock Wealth Management increased its Vanguard Health Care ETF (VHT) stake by 0.61% in Q2 2026, buying an estimated $278 and bringing the position to 166 shares worth $49.9K. The position accounts for 0.02% of the portfolio, ranked #281.

Bullock Wealth Management first reported a position in VHT in Q1 2024 and has held it in 10 quarters since. The position peaked at $69.6K in Q1 2024. 1,122 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Bullock Wealth Management held 166 shares of Vanguard Health Care ETF worth $49.9K as of Q2 2026.
  • Bullock Wealth Management bought 1 Vanguard Health Care ETF share in Q2 2026, an estimated $278.
  • Vanguard Health Care ETF made up 0.02% of Bullock Wealth Management's portfolio in Q2 2026, its #281 holding.
  • Bullock Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Vanguard Health Care ETF position peaked at $69.6K in Q1 2024.
  • 1,122 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.