Coppell Advisory Solutions’s Vanguard Health Care ETF VHT Stock Holding History

Coppell Advisory Solutions’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	$465K	Buy	+2,101	New	+$584K	0.04%	300
2026 Q1	–	Sell	-1,785	Closed	-$517K	–	357
2025 Q4	$517K	Buy	1,785 +128	+8%	+$35.8K	0.05%	247
2025 Q3	$421K	Buy	1,657 +682	+70%	+$171K	0.04%	273
2025 Q2	$241K	Sell	975 -4	-0.4%	-$989	0.03%	327
2025 Q1	$249K	Sell	979 -13	-1%	-$3.46K	0.03%	288
2024 Q4	$251K	Buy	992 +170	+21%	+$45.8K	0.04%	242
2024 Q3	$230K	Buy	822 +29	+4%	+$8.05K	0.03%	257
2024 Q2	$211K	Buy	+793	New	+$208K	0.03%	246
2023 Q4	$78.2K	Sell	312 -40	-11%	-$9.47K	0.02%	407
2023 Q3	$87.3K	Buy	352 +8	+2%	+$1.95K	0.03%	227
2023 Q2	$83.5K	Buy	+344	New	+$83.7K	0.02%	289
2023 Q1	–	Sell	-352	Closed	-$87.3K	–	1053
2022 Q4	$87.3K	Buy	+352	New	+$85.3K	0.03%	232

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

Coppell Advisory Solutions's VHT Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Vanguard Health Care ETF (VHT) in Q2 2026: 2,101 shares worth $465K. The stake represents 0.04% of the portfolio and ranks #300 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in VHT as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in VHT in Q4 2022 and has held it in 12 quarters since. The position peaked at $517K in Q4 2025. 1,118 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Coppell Advisory Solutions held 2,101 shares of Vanguard Health Care ETF worth $465K as of Q2 2026.
Vanguard Health Care ETF was a new Coppell Advisory Solutions position in Q2 2026.
Vanguard Health Care ETF made up 0.04% of Coppell Advisory Solutions's portfolio in Q2 2026, its #300 holding.
Coppell Advisory Solutions first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 12 quarters since.
Coppell Advisory Solutions's Vanguard Health Care ETF position peaked at $517K in Q4 2025.
1,118 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.