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Cypress Wealth Services’s Vanguard Health Care ETF VHT Stock Holding History

Cypress Wealth Services’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 		$204K Buy
+684
New +$190K 0.03% 408
2026
Q1 		– Sell
-708
Closed -$204K – 418
2025
Q4 		$204K Buy
+708
New +$198K 0.03% 374
2025
Q3 		– Sell
-809
Closed -$201K – 360
2025
Q2 		$201K Sell
809
-29
-3% -$7.17K 0.04% 305
2025
Q1 		$222K Sell
838
-59
-7% -$15.7K 0.05% 256
2024
Q4 		$228K Sell
897
-43
-5% -$11.6K 0.05% 245
2024
Q3 		$265K Buy
940
+1
+0.1% +$278 0.05% 225
2024
Q2 		$250K Hold
939
– – 0.06% 218
2024
Q1 		$254K Buy
939
+1
+0.1% +$263 0.06% 218
2023
Q4 		$235K Buy
938
+2
+0.2% +$474 0.06% 215
2023
Q3 		$220K Hold
936
– – 0.06% 216
2023
Q2 		$227K Buy
936
+1
+0.1% +$243 0.06% 215
2023
Q1 		$223K Buy
935
+1
+0.1% +$241 0.07% 219
2022
Q4 		$232K Buy
934
+1
+0.1% +$242 0.07% 208
2022
Q3 		$211K Buy
933
+1
+0.1% +$239 0.07% 208
2022
Q2 		$220K Buy
932
+1
+0.1% +$241 0.07% 206
2022
Q1 		$237K Hold
931
– – 0.06% 208
2021
Q4 		$248K Buy
931
+2
+0.2% +$510 0.07% 199
2021
Q3 		$230K Buy
929
+50
+6% +$12.8K 0.07% 198
2021
Q2 		$217K Sell
879
-93
-10% -$22.2K 0.06% 243
2021
Q1 		$222K Sell
972
-100
-9% -$22.9K 0.05% 266
2020
Q4 		$240K Buy
+1,072
New +$229K 0.05% 242
2020
Q3 		– Sell
-1,070
Closed -$217K – 490
2020
Q2 		$206K Buy
+1,070
New +$201K 0.05% 250
2020
Q1 		– Sell
-1,069
Closed -$205K – 278
2019
Q4 		$205K Buy
+1,069
New +$192K 0.05% 241

Other funds holding VHT

AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cypress Wealth Services's VHT Position: Q2 2026 in Review

Cypress Wealth Services opened a new position in Vanguard Health Care ETF (VHT) in Q2 2026: 684 shares worth $204K. The stake represents 0.03% of the portfolio and ranks #408 among its holdings. This is a return to the name: Cypress Wealth Services previously reported a position in VHT as recently as Q4 2025.

Cypress Wealth Services first reported a position in VHT in Q4 2019 and has held it in 23 quarters since. The position peaked at $265K in Q3 2024. 244 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Cypress Wealth Services held 684 shares of Vanguard Health Care ETF worth $204K as of Q2 2026.
  • Vanguard Health Care ETF was a new Cypress Wealth Services position in Q2 2026.
  • Vanguard Health Care ETF made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #408 holding.
  • Cypress Wealth Services first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 23 quarters since.
  • Cypress Wealth Services's Vanguard Health Care ETF position peaked at $265K in Q3 2024.
  • 244 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.