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Evergreen Capital Management’s Vanguard Health Care ETF VHT Stock Holding History

Evergreen Capital Management’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 		$17.4M Buy
58,281
+1,852
+3% +$515K 0.31% 71
2026
Q1 		$15.4M Buy
56,429
+1,458
+3% +$417K 0.33% 67
2025
Q4 		$15.8M Buy
54,971
+20,991
+62% +$5.86M 0.35% 66
2025
Q3 		$8.82M Buy
33,980
+10,822
+47% +$2.72M 0.21% 121
2025
Q2 		$5.75M Sell
23,158
-1,231
-5% -$304K 0.17% 147
2025
Q1 		$6.46M Buy
24,389
+97
+0.4% +$25.8K 0.22% 135
2024
Q4 		$6.16M Sell
24,292
-566
-2% -$152K 0.2% 134
2024
Q3 		$7.04M Sell
24,858
-4,458
-15% -$1.24M 0.24% 123
2024
Q2 		$7.83M Sell
29,316
-478
-2% -$125K 0.28% 103
2024
Q1 		$8.06M Sell
29,794
-4,743
-14% -$1.25M 0.3% 93
2023
Q4 		$8.66M Buy
34,537
+618
+2% +$146K 0.35% 82
2023
Q3 		$8M Buy
33,919
+349
+1% +$85.1K 0.35% 84
2023
Q2 		$8.24M Buy
33,570
+2,087
+7% +$508K 0.34% 83
2023
Q1 		$7.51M Buy
31,483
+7,574
+32% +$1.82M 0.34% 88
2022
Q4 		$5.93M Buy
23,909
+5,005
+26% +$1.21M 0.28% 106
2022
Q3 		$4.24M Buy
18,904
+6,247
+49% +$1.49M 0.22% 126
2022
Q2 		$2.98M Buy
12,657
+4,409
+53% +$1.06M 0.15% 162
2022
Q1 		$2.1M Buy
8,248
+4,651
+129% +$1.15M 0.09% 218
2021
Q4 		$958K Buy
3,597
+2,054
+133% +$524K 0.04% 287
2021
Q3 		$381K Buy
1,543
+120
+8% +$30.8K 0.02% 394
2021
Q2 		$352K Buy
1,423
+446
+46% +$107K 0.02% 386
2021
Q1 		$224K Buy
+977
New +$224K 0.01% 460

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Evergreen Capital Management's VHT Position: Q2 2026 in Review

Evergreen Capital Management increased its Vanguard Health Care ETF (VHT) stake by 3.3% in Q2 2026, buying an estimated $515K and bringing the position to 58,281 shares worth $17.4M. The position accounts for 0.31% of the portfolio, ranked #71.

Evergreen Capital Management first reported a position in VHT in Q1 2021 and has held it in 22 quarters since. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Evergreen Capital Management held 58,281 shares of Vanguard Health Care ETF worth $17.4M as of Q2 2026.
  • Evergreen Capital Management bought 1,852 Vanguard Health Care ETF shares in Q2 2026, an estimated $515K.
  • Vanguard Health Care ETF made up 0.31% of Evergreen Capital Management's portfolio in Q2 2026, its #71 holding.
  • Evergreen Capital Management first reported a position in Vanguard Health Care ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.