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Cary Street Partners’s Vanguard Health Care ETF VHT Stock Holding History

Cary Street Partners’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 		$638K Sell
2,134
-202
-9% -$56.2K 0.01% 600
2026
Q1 		$636K Buy
2,336
+473
+25% +$135K 0.02% 543
2025
Q4 		$536K Buy
1,863
+290
+18% +$81K 0.01% 579
2025
Q3 		$408K Hold
1,573
– – 0.01% 620
2025
Q2 		$391K Sell
1,573
-32
-2% -$7.91K 0.01% 614
2025
Q1 		$425K Buy
1,605
+33
+2% +$8.79K 0.01% 573
2024
Q4 		$399K Buy
+1,572
New +$424K 0.01% 549

Other funds holding VHT

AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cary Street Partners's VHT Position: Q2 2026 in Review

Cary Street Partners reduced its Vanguard Health Care ETF (VHT) stake by 8.6% in Q2 2026, selling an estimated $56.2K and leaving 2,134 shares worth $638K. The position accounts for 0.01% of the portfolio, ranked #600.

Cary Street Partners first reported a position in VHT in Q4 2024 and has held it in 7 quarters since. 244 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Cary Street Partners held 2,134 shares of Vanguard Health Care ETF worth $638K as of Q2 2026.
  • Cary Street Partners sold 202 Vanguard Health Care ETF shares in Q2 2026, an estimated $56.2K.
  • Vanguard Health Care ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #600 holding.
  • Cary Street Partners first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 7 quarters since.
  • 244 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.