Coston McIsaac & Partners’s Vanguard Health Care ETF VHT Stock Holding History

Coston McIsaac & Partners’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	$18K	Hold	60	–	–	﹤0.01%	504
2026 Q1	$16K	Buy	60 +36	+150%	+$10.3K	﹤0.01%	508
2025 Q4	$6K	Hold	24	–	–	﹤0.01%	645
2025 Q3	$6K	Hold	24	–	–	﹤0.01%	617
2025 Q2	$5K	Hold	24	–	–	﹤0.01%	612
2025 Q1	$6K	Hold	24	–	–	﹤0.01%	576
2024 Q4	$6K	Sell	24 -40	-63%	-$10.8K	﹤0.01%	570
2024 Q3	$18K	Hold	64	–	–	0.01%	411
2024 Q2	$17K	Hold	64	–	–	0.01%	399
2024 Q1	$17K	Hold	64	–	–	0.01%	407
2023 Q4	$16K	Buy	64 +1	+2%	+$237	0.01%	417
2023 Q3	$15K	Hold	63	–	–	0.01%	417
2023 Q2	$15K	Hold	63	–	–	0.01%	449
2023 Q1	$15K	Hold	63	–	–	0.01%	445
2022 Q4	$15K	Hold	63	–	–	0.01%	453
2022 Q3	$14K	Hold	63	–	–	0.01%	386
2022 Q2	$15K	Buy	+63	New	+$15.2K	0.01%	243

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

Coston McIsaac & Partners's VHT Position: Q2 2026 in Review

Coston McIsaac & Partners held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 60 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Coston McIsaac & Partners first reported a position in VHT in Q2 2022 and has held it in 17 quarters since. 1,120 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Coston McIsaac & Partners held 60 shares of Vanguard Health Care ETF worth $18K as of Q2 2026.
Coston McIsaac & Partners left its Vanguard Health Care ETF share count unchanged in Q2 2026.
Vanguard Health Care ETF made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #504 holding.
Coston McIsaac & Partners first reported a position in Vanguard Health Care ETF in Q2 2022 and has held it in 17 quarters since.
1,120 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.