Dunhill Financial’s Vanguard Health Care ETF VHT Stock Holding History

Dunhill Financial’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	$49.5K	Sell	165 -73	-31%	-$20.3K	0.01%	335
2026 Q1	$65K	Sell	238 -459	-66%	-$131K	0.02%	268
2025 Q4	$201K	Sell	697 -3,675	-84%	-$1.03M	0.05%	134
2025 Q3	$1.14M	Sell	4,372 -3,563	-45%	-$894K	0.3%	39
2025 Q2	$1.97M	Buy	7,935 +2,330	+42%	+$576K	0.57%	27
2025 Q1	$1.48M	Buy	5,605 +135	+2%	+$36K	0.67%	26
2024 Q4	$1.39M	Buy	5,470 +405	+8%	+$109K	0.65%	26
2024 Q3	$1.43M	Buy	5,065 +1,576	+45%	+$438K	0.73%	21
2024 Q2	$928K	Buy	3,489 +1,185	+51%	+$311K	0.58%	25
2024 Q1	$622K	Buy	2,304 +1,911	+486%	+$502K	0.46%	30
2023 Q4	$98.6K	Buy	+393	New	+$93.1K	0.09%	71

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

Dunhill Financial's VHT Position: Q2 2026 in Review

Dunhill Financial reduced its Vanguard Health Care ETF (VHT) stake by 31% in Q2 2026, selling an estimated $20.3K and leaving 165 shares worth $49.5K. The position accounts for 0.01% of the portfolio, ranked #335.

Dunhill Financial first reported a position in VHT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.97M in Q2 2025. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Dunhill Financial held 165 shares of Vanguard Health Care ETF worth $49.5K as of Q2 2026.
Dunhill Financial sold 73 Vanguard Health Care ETF shares in Q2 2026, an estimated $20.3K.
Vanguard Health Care ETF made up 0.01% of Dunhill Financial's portfolio in Q2 2026, its #335 holding.
Dunhill Financial first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 11 quarters since.
Dunhill Financial's Vanguard Health Care ETF position peaked at $1.97M in Q2 2025.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.