Eclectic Associates’s Vanguard Health Care ETF VHT Stock Holding History

Eclectic 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	$338K	Sell	1,130 -40	-3%	-$11.1K	0.04%	122
2026 Q1	$319K	Sell	1,170 -380	-25%	-$109K	0.04%	120
2025 Q4	$446K	Sell	1,550 -2,631	-63%	-$735K	0.07%	97
2025 Q3	$1.09M	Sell	4,181 -45	-1%	-$11.3K	0.2%	66
2025 Q2	$1.05M	Sell	4,226 -28	-0.7%	-$6.92K	0.23%	65
2025 Q1	$1.13M	Buy	4,254 +724	+21%	+$193K	0.3%	62
2024 Q4	$896K	Buy	+3,530	New	+$951K	0.26%	67

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

Eclectic Associates's VHT Position: Q2 2026 in Review

Eclectic Associates reduced its Vanguard Health Care ETF (VHT) stake by 3.4% in Q2 2026, selling an estimated $11.1K and leaving 1,130 shares worth $338K. The position accounts for 0.04% of the portfolio, ranked #122.

Eclectic Associates first reported a position in VHT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.13M in Q1 2025. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Eclectic Associates held 1,130 shares of Vanguard Health Care ETF worth $338K as of Q2 2026.
Eclectic Associates sold 40 Vanguard Health Care ETF shares in Q2 2026, an estimated $11.1K.
Vanguard Health Care ETF made up 0.04% of Eclectic Associates's portfolio in Q2 2026, its #122 holding.
Eclectic Associates first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 7 quarters since.
Eclectic Associates's Vanguard Health Care ETF position peaked at $1.13M in Q1 2025.
1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.