Chevy Chase Trust’s Vanguard Health Care ETF VHT Stock Holding History

Chevy Chase Trust’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	–	Sell	-3,312	Closed	-$902K	–	666
2026 Q1	$902K	Sell	3,312 -10,792	-77%	-$3.09M	﹤0.01%	580
2025 Q4	$4.06M	Buy	+14,104	New	+$3.94M	0.01%	530
2020 Q1	–	Sell	-450	Closed	-$86K	–	1024
2019 Q4	$86K	Buy	+450	New	+$80.7K	﹤0.01%	741
2019 Q1	–	Sell	-450	Closed	-$72K	–	723
2018 Q4	$72K	Buy	+450	New	+$76.2K	﹤0.01%	680
2018 Q2	–	Sell	-1,556	Closed	-$239K	–	700
2018 Q1	$239K	Buy	1,556 +1	+0.1%	+$160	﹤0.01%	624
2017 Q4	$240K	Buy	+1,555	New	+$239K	﹤0.01%	642
2016 Q4	–	Sell	-1,950	Closed	-$259K	–	684
2016 Q3	$259K	Sell	1,950 -100	-5%	-$13.5K	﹤0.01%	606
2016 Q2	$268K	Hold	2,050	–	–	﹤0.01%	608
2016 Q1	$253K	Sell	2,050 -150	-7%	-$18.2K	﹤0.01%	613
2015 Q4	$292K	Sell	2,200 -450	-17%	-$58.6K	﹤0.01%	612
2015 Q3	$325K	Buy	2,650 +375	+16%	+$51.4K	﹤0.01%	602
2015 Q2	$318K	Buy	+2,275	New	+$314K	﹤0.01%	610

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Chevy Chase Trust's VHT Position: Q2 2026 in Review

Chevy Chase Trust sold out of Vanguard Health Care ETF (VHT) in Q2 2026, closing a stake of 3,312 shares — an estimated $902K sold.

Chevy Chase Trust first reported a position in VHT in Q2 2015 and held it in 12 quarters. The position peaked at $4.06M in Q4 2025. 1,129 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Chevy Chase Trust reported no remaining Vanguard Health Care ETF position as of Q2 2026 after selling out during the quarter.
Chevy Chase Trust sold 3,312 Vanguard Health Care ETF shares in Q2 2026, an estimated $902K.
Chevy Chase Trust first reported a position in Vanguard Health Care ETF in Q2 2015 and held it in 12 quarters.
Chevy Chase Trust's Vanguard Health Care ETF position peaked at $4.06M in Q4 2025.
1,129 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.