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DHJJ Financial Advisors’s Vanguard Health Care ETF VHT Stock Holding History

DHJJ Financial Advisors’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 		$636K Hold
2,128
– – 0.18% 96
2026
Q1 		$580K Hold
2,128
– – 0.19% 91
2025
Q4 		$613K Sell
2,128
-123
-5% -$34.4K 0.2% 88
2025
Q3 		$584K Hold
2,251
– – 0.2% 92
2025
Q2 		$559K Sell
2,251
-16
-0.7% -$3.95K 0.2% 87
2025
Q1 		$600K Sell
2,267
-58
-2% -$15.5K 0.24% 80
2024
Q4 		$590K Sell
2,325
-38
-2% -$10.2K 0.23% 80
2024
Q3 		$667K Sell
2,363
-78
-3% -$21.7K 0.26% 71
2024
Q2 		$649K Sell
2,441
-145
-6% -$38K 0.27% 70
2024
Q1 		$700K Sell
2,586
-26
-1% -$6.83K 0.31% 59
2023
Q4 		$655K Buy
2,612
+129
+5% +$30.6K 0.31% 62
2023
Q3 		$584K Sell
2,483
-266
-10% -$64.8K 0.3% 65
2023
Q2 		$673K Hold
2,749
– – 0.35% 61
2023
Q1 		$656K Buy
2,749
+344
+14% +$82.8K 0.36% 60
2022
Q4 		$597K Sell
2,405
-4
-0.2% -$970 0.34% 64
2022
Q3 		$539K Buy
2,409
+50
+2% +$11.9K 0.31% 69
2022
Q2 		$556K Buy
2,359
+3
+0.1% +$723 0.31% 69
2022
Q1 		$607K Buy
2,356
+91
+4% +$22.5K 0.29% 67
2021
Q4 		$603K Sell
2,265
-15
-0.7% -$3.83K 0.28% 68
2021
Q3 		$564K Sell
2,280
-110
-5% -$28.2K 0.29% 67
2021
Q2 		$591K Sell
2,390
-8
-0.3% -$1.91K 0.31% 60
2021
Q1 		$549K Hold
2,398
– – 0.32% 60
2020
Q4 		$537K Buy
+2,398
New +$513K 0.34% 58

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

DHJJ Financial Advisors's VHT Position: Q2 2026 in Review

DHJJ Financial Advisors held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 2,128 shares worth $636K. The position accounts for 0.18% of the portfolio, ranked #96.

DHJJ Financial Advisors first reported a position in VHT in Q4 2020 and has held it in 23 quarters since. The position peaked at $700K in Q1 2024. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • DHJJ Financial Advisors held 2,128 shares of Vanguard Health Care ETF worth $636K as of Q2 2026.
  • DHJJ Financial Advisors left its Vanguard Health Care ETF share count unchanged in Q2 2026.
  • Vanguard Health Care ETF made up 0.18% of DHJJ Financial Advisors's portfolio in Q2 2026, its #96 holding.
  • DHJJ Financial Advisors first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 23 quarters since.
  • DHJJ Financial Advisors's Vanguard Health Care ETF position peaked at $700K in Q1 2024.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.