CQWA
VHT icon

Chokshi & Queen Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Chokshi & Queen Wealth Advisors’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 		$6.45M Buy
21,584
+669
+3% +$186K 2.99% 6
2026
Q1 		$5.7M Sell
20,915
-403
-2% -$115K 3.04% 6
2025
Q4 		$6.14M Sell
21,318
-336
-2% -$93.9K 3.21% 6
2025
Q3 		$5.62M Sell
21,654
-1,511
-7% -$379K 2.98% 7
2025
Q2 		$5.75M Buy
23,165
+287
+1% +$70.9K 3.3% 7
2025
Q1 		$6.06M Sell
22,878
-419
-2% -$112K 3.69% 7
2024
Q4 		$5.91M Buy
+23,297
New +$6.28M 3.67% 6

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

Chokshi & Queen Wealth Advisors's VHT Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors increased its Vanguard Health Care ETF (VHT) stake by 3.2% in Q2 2026, buying an estimated $186K and bringing the position to 21,584 shares worth $6.45M. The position accounts for 2.99% of the portfolio, ranked #6.

Chokshi & Queen Wealth Advisors first reported a position in VHT in Q4 2024 and has held it in 7 quarters since. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Chokshi & Queen Wealth Advisors held 21,584 shares of Vanguard Health Care ETF worth $6.45M as of Q2 2026.
  • Chokshi & Queen Wealth Advisors bought 669 Vanguard Health Care ETF shares in Q2 2026, an estimated $186K.
  • Vanguard Health Care ETF made up 2.99% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.