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

Dogwood 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	–	Sell	-24	Closed	-$6.54K	–	929
2026 Q1	$6.54K	Hold	24	–	–	﹤0.01%	419
2025 Q4	$6.91K	Hold	24	–	–	﹤0.01%	366
2025 Q3	$6.23K	Hold	24	–	–	﹤0.01%	354
2025 Q2	$5.97K	Buy	+24	New	+$5.93K	﹤0.01%	390

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 22.9% 1-Year Est. Return

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

Dogwood Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q2 2026, closing a stake of 24 shares — an estimated $6.54K sold.

Dogwood Wealth Management first reported a position in VHT in Q2 2025 and held it in 4 quarters. The position peaked at $6.91K in Q4 2025. 1,122 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Dogwood Wealth Management reported no remaining Vanguard Health Care ETF position as of Q2 2026 after selling out during the quarter.
Dogwood Wealth Management sold 24 Vanguard Health Care ETF shares in Q2 2026, an estimated $6.54K.
Dogwood Wealth Management first reported a position in Vanguard Health Care ETF in Q2 2025 and held it in 4 quarters.
Dogwood Wealth Management's Vanguard Health Care ETF position peaked at $6.91K in Q4 2025.
1,122 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.