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

Elite 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	$787K	Sell	2,635 -800	-23%	-$222K	0.32%	33
2026 Q1	$935K	Sell	3,435 -325	-9%	-$92.9K	0.42%	28
2025 Q4	$1.08M	Sell	3,760 -110	-3%	-$30.7K	0.49%	25
2025 Q3	$1.06M	Buy	3,870 +175	+5%	+$43.9K	0.49%	25
2025 Q2	$908K	Hold	3,695	–	–	0.45%	27
2025 Q1	$978K	Sell	3,695 -150	-4%	-$40K	0.52%	24
2024 Q4	$975K	Buy	+3,845	New	+$1.04M	0.53%	24

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

Elite Financial's VHT Position: Q2 2026 in Review

Elite Financial reduced its Vanguard Health Care ETF (VHT) stake by 23% in Q2 2026, selling an estimated $222K and leaving 2,635 shares worth $787K. The position accounts for 0.32% of the portfolio, ranked #33.

Elite Financial first reported a position in VHT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q4 2025. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Elite Financial held 2,635 shares of Vanguard Health Care ETF worth $787K as of Q2 2026.
Elite Financial sold 800 Vanguard Health Care ETF shares in Q2 2026, an estimated $222K.
Vanguard Health Care ETF made up 0.32% of Elite Financial's portfolio in Q2 2026, its #33 holding.
Elite Financial first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 7 quarters since.
Elite Financial's Vanguard Health Care ETF position peaked at $1.08M in Q4 2025.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

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