Daymark Wealth Partners’s Vanguard Health Care ETF VHT Stock Holding History

Daymark Wealth 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	$411K	Sell	1,375 -227	-14%	-$63.1K	0.01%	537
2026 Q1	$436K	Sell	1,602 -234	-13%	-$66.9K	0.01%	462
2025 Q4	$529K	Buy	1,836 +82	+5%	+$22.9K	0.02%	378
2025 Q3	$455K	Sell	1,754 -1,175	-40%	-$295K	0.02%	398
2025 Q2	$727K	Sell	2,929 -97	-3%	-$24K	0.03%	303
2025 Q1	$801K	Buy	3,026 +1,233	+69%	+$328K	0.03%	271
2024 Q4	$455K	Sell	1,793 -369	-17%	-$99.4K	0.02%	341
2024 Q3	$610K	Buy	2,162 +1,027	+90%	+$285K	0.03%	306
2024 Q2	$302K	Buy	+1,135	New	+$298K	0.01%	399

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

Daymark Wealth Partners's VHT Position: Q2 2026 in Review

Daymark Wealth Partners reduced its Vanguard Health Care ETF (VHT) stake by 14% in Q2 2026, selling an estimated $63.1K and leaving 1,375 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #537.

Daymark Wealth Partners first reported a position in VHT in Q2 2024 and has held it in 9 quarters since. The position peaked at $801K in Q1 2025. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Daymark Wealth Partners held 1,375 shares of Vanguard Health Care ETF worth $411K as of Q2 2026.
Daymark Wealth Partners sold 227 Vanguard Health Care ETF shares in Q2 2026, an estimated $63.1K.
Vanguard Health Care ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #537 holding.
Daymark Wealth Partners first reported a position in Vanguard Health Care ETF in Q2 2024 and has held it in 9 quarters since.
Daymark Wealth Partners's Vanguard Health Care ETF position peaked at $801K in Q1 2025.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.