Clear Creek Financial Management’s Vanguard Health Care ETF VHT Stock Holding History

Clear Creek Financial Management’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
2025 Q2	–	Sell	-819	Closed	-$217K	–	581
2025 Q1	$217K	Buy	+819	New	+$218K	0.02%	476
2020 Q4	–	Sell	-8,922	Closed	-$1.82M	–	333
2020 Q3	$1.82M	Buy	+8,922	New	+$1.81M	0.08%	63

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

PCH

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Clear Creek Financial Management's VHT Position: Q2 2025 in Review

Clear Creek Financial Management sold out of Vanguard Health Care ETF (VHT) in Q2 2025, closing a stake of 819 shares — an estimated $217K sold.

Clear Creek Financial Management first reported a position in VHT in Q3 2020 and held it in 2 quarters. The position peaked at $1.82M in Q3 2020. 1,019 funds tracked by Wall St. Rank hold VHT as of Q2 2025.

Clear Creek Financial Management reported no remaining Vanguard Health Care ETF position as of Q2 2025 after selling out during the quarter.
Clear Creek Financial Management sold 819 Vanguard Health Care ETF shares in Q2 2025, an estimated $217K.
Clear Creek Financial Management first reported a position in Vanguard Health Care ETF in Q3 2020 and held it in 2 quarters.
Clear Creek Financial Management's Vanguard Health Care ETF position peaked at $1.82M in Q3 2020.
1,019 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2025.

Based on Clear Creek Financial Management's 13F filing for Q2 2025, filed 23 Jul 2025.