Embree Financial Group’s Vanguard Health Care ETF VHT Stock Holding History

Embree Financial Group’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	$1M	Sell	3,352 -1,796	-35%	-$499K	0.1%	125
2026 Q1	$1.4M	Buy	5,148 +133	+3%	+$38K	0.17%	97
2025 Q4	$1.44M	Sell	5,015 -449	-8%	-$125K	0.18%	91
2025 Q3	$1.42M	Sell	5,464 -422	-7%	-$106K	0.19%	87
2025 Q2	$1.46M	Sell	5,886 -849	-13%	-$210K	0.22%	84
2025 Q1	$1.78M	Sell	6,735 -199	-3%	-$53K	0.3%	70
2024 Q4	$1.76M	Sell	6,934 -234	-3%	-$63K	0.3%	62
2024 Q3	$2.02M	Buy	7,168 +397	+6%	+$110K	0.36%	55
2024 Q2	$1.8M	Buy	6,771 +450	+7%	+$118K	0.35%	58
2024 Q1	$1.71M	Sell	6,321 -270	-4%	-$70.9K	0.34%	60
2023 Q4	$1.65M	Buy	+6,591	New	+$1.56M	0.35%	62

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

Embree Financial Group's VHT Position: Q2 2026 in Review

Embree Financial Group reduced its Vanguard Health Care ETF (VHT) stake by 35% in Q2 2026, selling an estimated $499K and leaving 3,352 shares worth $1M. The position accounts for 0.1% of the portfolio, ranked #125.

Embree Financial Group first reported a position in VHT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.02M in Q3 2024. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Embree Financial Group held 3,352 shares of Vanguard Health Care ETF worth $1M as of Q2 2026.
Embree Financial Group sold 1,796 Vanguard Health Care ETF shares in Q2 2026, an estimated $499K.
Vanguard Health Care ETF made up 0.1% of Embree Financial Group's portfolio in Q2 2026, its #125 holding.
Embree Financial Group first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 11 quarters since.
Embree Financial Group's Vanguard Health Care ETF position peaked at $2.02M in Q3 2024.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.