Diversify Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Diversify Wealth Management’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	$1.09M	Buy	3,550 +2,052	+137%	+$570K	0.02%	601
2026 Q1	$400K	Buy	1,498 +153	+11%	+$43.7K	0.01%	869
2025 Q4	$392K	Sell	1,345 -35	-3%	-$9.78K	0.02%	491
2025 Q3	$373K	Sell	1,380 -178	-11%	-$44.7K	0.02%	425
2025 Q2	$379K	Sell	1,558 -271	-15%	-$67K	0.02%	421
2025 Q1	$465K	Sell	1,829 -304	-14%	-$81K	0.03%	365
2024 Q4	$549K	Buy	2,133 +112	+6%	+$30.2K	0.04%	337
2024 Q3	$557K	Sell	2,021 -184	-8%	-$51.1K	0.05%	302
2024 Q2	$593K	Buy	+2,205	New	+$578K	0.07%	238

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

Diversify Wealth Management's VHT Position: Q2 2026 in Review

Diversify Wealth Management increased its Vanguard Health Care ETF (VHT) stake by 137% in Q2 2026, buying an estimated $570K and bringing the position to 3,550 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #601.

Diversify Wealth Management first reported a position in VHT in Q2 2024 and has held it in 9 quarters since. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Diversify Wealth Management held 3,550 shares of Vanguard Health Care ETF worth $1.09M as of Q2 2026.
Diversify Wealth Management bought 2,052 Vanguard Health Care ETF shares in Q2 2026, an estimated $570K.
Vanguard Health Care ETF made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #601 holding.
Diversify Wealth Management first reported a position in Vanguard Health Care ETF in Q2 2024 and has held it in 9 quarters since.
1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.