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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
2020
Q4 		– Sell
-1,071
Closed -$219K – 504
2020
Q3 		$219K Buy
+1,071
New +$217K 0.06% 241

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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. 1,121 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.
  • 1,121 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.