Chevy Chase Trust
VHT icon

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
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

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. 1,116 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.
  • 1,116 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.