Estate Counselors’s Vanguard Health Care ETF VHT Stock Holding History

Estate Counselors’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
2025 Q2	–	Sell	-49,110	Closed	-$13M	–	124
2025 Q1	$13M	Sell	49,110 -3,860	-7%	-$1.03M	1.35%	8
2024 Q4	$13.4M	Buy	+52,970	New	+$14.3M	1.44%	7
2016 Q1	–	Sell	-22,220	Closed	-$2.95M	–	71
2015 Q4	$2.95M	Buy	22,220 +15,700	+241%	+$2.05M	1.21%	23
2015 Q3	$794K	Buy	+6,520	New	+$894K	0.32%	47

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Estate Counselors's VHT Position: Q2 2025 in Review

Estate Counselors sold out of Vanguard Health Care ETF (VHT) in Q2 2025, closing a stake of 49,110 shares — an estimated $13M sold.

Estate Counselors first reported a position in VHT in Q3 2015 and held it in 4 quarters. The position peaked at $13.4M in Q4 2024. 1,018 funds tracked by Wall St. Rank hold VHT as of Q2 2025.

Estate Counselors reported no remaining Vanguard Health Care ETF position as of Q2 2025 after selling out during the quarter.
Estate Counselors sold 49,110 Vanguard Health Care ETF shares in Q2 2025, an estimated $13M.
Estate Counselors first reported a position in Vanguard Health Care ETF in Q3 2015 and held it in 4 quarters.
Estate Counselors's Vanguard Health Care ETF position peaked at $13.4M in Q4 2024.
1,018 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2025.

Based on Estate Counselors's 13F filing for Q2 2025, filed 11 Aug 2025.