Clear Point Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Clear Point 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	$686K	Buy	+2,295	New	+$638K	0.61%	44
2026 Q1	–	Sell	-2,348	Closed	-$676K	–	139
2025 Q4	$676K	Sell	2,348 -87	-4%	-$24.3K	0.52%	55
2025 Q3	$632K	Sell	2,435 -141	-5%	-$35.4K	0.49%	64
2025 Q2	$640K	Hold	2,576	–	–	0.54%	53
2025 Q1	$682K	Buy	2,576 +59	+2%	+$15.7K	0.61%	45
2024 Q4	$638K	Sell	2,517 -59	-2%	-$15.9K	0.55%	55
2024 Q3	$727K	Buy	2,576 +13	+0.5%	+$3.61K	0.56%	45
2024 Q2	$682K	Hold	2,563	–	–	0.56%	47
2024 Q1	$693K	Buy	2,563 +41	+2%	+$10.8K	0.57%	47
2023 Q4	$632K	Buy	+2,522	New	+$597K	0.56%	47

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 $786B AUM 40.34% 1-Year Est. Return

PCH

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 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

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 22.96% 1-Year Est. Return

Clear Point Advisors's VHT Position: Q2 2026 in Review

Clear Point Advisors opened a new position in Vanguard Health Care ETF (VHT) in Q2 2026: 2,295 shares worth $686K. The stake represents 0.61% of the portfolio and ranks #44 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in VHT as recently as Q4 2025.

Clear Point Advisors first reported a position in VHT in Q4 2023 and has held it in 10 quarters since. The position peaked at $727K in Q3 2024. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Clear Point Advisors held 2,295 shares of Vanguard Health Care ETF worth $686K as of Q2 2026.
Vanguard Health Care ETF was a new Clear Point Advisors position in Q2 2026.
Vanguard Health Care ETF made up 0.61% of Clear Point Advisors's portfolio in Q2 2026, its #44 holding.
Clear Point Advisors first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 10 quarters since.
Clear Point Advisors's Vanguard Health Care ETF position peaked at $727K in Q3 2024.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.