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Dougherty & Associates’s Vanguard Health Care ETF VHT Stock Holding History

Dougherty & Associates’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 		$730K Sell
2,442
-225
-8% -$62.6K 0.58% 32
2026
Q1 		$726K Sell
2,667
-96
-3% -$27.4K 0.67% 32
2025
Q4 		$795K Buy
+2,763
New +$772K 0.71% 29

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

Dougherty & Associates's VHT Position: Q2 2026 in Review

Dougherty & Associates reduced its Vanguard Health Care ETF (VHT) stake by 8.4% in Q2 2026, selling an estimated $62.6K and leaving 2,442 shares worth $730K. The position accounts for 0.58% of the portfolio, ranked #32.

Dougherty & Associates first reported a position in VHT in Q4 2025 and has held it in 3 quarters since. The position peaked at $795K in Q4 2025. 1,113 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Dougherty & Associates held 2,442 shares of Vanguard Health Care ETF worth $730K as of Q2 2026.
  • Dougherty & Associates sold 225 Vanguard Health Care ETF shares in Q2 2026, an estimated $62.6K.
  • Vanguard Health Care ETF made up 0.58% of Dougherty & Associates's portfolio in Q2 2026, its #32 holding.
  • Dougherty & Associates first reported a position in Vanguard Health Care ETF in Q4 2025 and has held it in 3 quarters since.
  • Dougherty & Associates's Vanguard Health Care ETF position peaked at $795K in Q4 2025.
  • 1,113 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Dougherty & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.