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Financial Freedom LLC’s Vanguard Health Care ETF VHT Stock Holding History

Financial Freedom LLC’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 		$2.82M Sell
9,421
-93
-1% -$25.9K 1.29% 23
2026
Q1 		$2.59M Buy
9,514
+71
+0.8% +$20.3K 1.29% 22
2025
Q4 		$2.72M Buy
9,443
+209
+2% +$58.4K 1.35% 21
2025
Q3 		$2.4M Sell
9,234
-672
-7% -$169K 1.19% 26
2025
Q2 		$2.46M Sell
9,906
-700
-7% -$173K 1.33% 20
2025
Q1 		$2.81M Sell
10,606
-478
-4% -$127K 1.61% 18
2024
Q4 		$2.81M Buy
11,084
+89
+0.8% +$24K 1.48% 19
2024
Q3 		$3.1M Sell
10,995
-49
-0.4% -$13.6K 1.64% 17
2024
Q2 		$2.94M Buy
11,044
+1,080
+11% +$283K 1.67% 15
2024
Q1 		$2.7M Sell
9,964
-181
-2% -$47.5K 1.6% 17
2023
Q4 		$2.54M Sell
10,145
-437
-4% -$103K 1.62% 16
2023
Q3 		$2.49M Sell
10,582
-194
-2% -$47.3K 1.76% 15
2023
Q2 		$2.64M Buy
10,776
+693
+7% +$169K 1.85% 15
2023
Q1 		$2.4M Sell
10,083
-5
-0% -$1.2K 1.75% 15
2022
Q4 		$2.5M Buy
+10,088
New +$2.45M 1.68% 13

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

Financial Freedom LLC's VHT Position: Q2 2026 in Review

Financial Freedom LLC reduced its Vanguard Health Care ETF (VHT) stake by 0.98% in Q2 2026, selling an estimated $25.9K and leaving 9,421 shares worth $2.82M. The position accounts for 1.29% of the portfolio, ranked #23.

Financial Freedom LLC first reported a position in VHT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.1M in Q3 2024. 1,118 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Financial Freedom LLC held 9,421 shares of Vanguard Health Care ETF worth $2.82M as of Q2 2026.
  • Financial Freedom LLC sold 93 Vanguard Health Care ETF shares in Q2 2026, an estimated $25.9K.
  • Vanguard Health Care ETF made up 1.29% of Financial Freedom LLC's portfolio in Q2 2026, its #23 holding.
  • Financial Freedom LLC first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 15 quarters since.
  • Financial Freedom LLC's Vanguard Health Care ETF position peaked at $3.1M in Q3 2024.
  • 1,118 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.