Cathy Pareto & Associates’s Vanguard Health Care ETF VHT Stock Holding History

Cathy Pareto & Associates’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	$1.88M	Sell	6,298 -567	-8%	-$158K	1.1%	23
2026 Q1	$1.87M	Sell	6,865 -325	-5%	-$92.9K	1.25%	25
2025 Q4	$2.07M	Buy	7,190 +251	+4%	+$70.1K	1.44%	22
2025 Q3	$1.8M	Sell	6,939 -152	-2%	-$38.1K	1.36%	22
2025 Q2	$1.76M	Sell	7,091 -44	-0.6%	-$10.9K	1.46%	21
2025 Q1	$1.89M	Sell	7,135 -179	-2%	-$47.7K	1.67%	18
2024 Q4	$1.86M	Buy	+7,314	New	+$1.97M	1.7%	18

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

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cathy Pareto & Associates's VHT Position: Q2 2026 in Review

Cathy Pareto & Associates reduced its Vanguard Health Care ETF (VHT) stake by 8.3% in Q2 2026, selling an estimated $158K and leaving 6,298 shares worth $1.88M. The position accounts for 1.1% of the portfolio, ranked #23.

Cathy Pareto & Associates first reported a position in VHT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.07M in Q4 2025. 244 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Cathy Pareto & Associates held 6,298 shares of Vanguard Health Care ETF worth $1.88M as of Q2 2026.
Cathy Pareto & Associates sold 567 Vanguard Health Care ETF shares in Q2 2026, an estimated $158K.
Vanguard Health Care ETF made up 1.1% of Cathy Pareto & Associates's portfolio in Q2 2026, its #23 holding.
Cathy Pareto & Associates first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 7 quarters since.
Cathy Pareto & Associates's Vanguard Health Care ETF position peaked at $2.07M in Q4 2025.
244 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.