FP
VHT icon

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

Financial Perspectives’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 		$993K Buy
3,322
+2
+0.1% +$556 0.24% 64
2026
Q1 		$904K Buy
3,320
+1
+0% +$286 0.25% 61
2025
Q4 		$955K Buy
3,319
+3
+0.1% +$838 0.26% 59
2025
Q3 		$861K Buy
3,316
+3
+0.1% +$753 0.24% 61
2025
Q2 		$823K Buy
3,313
+2
+0.1% +$494 0.25% 59
2025
Q1 		$877K Buy
3,311
+58
+2% +$15.5K 0.3% 51
2024
Q4 		$825K Buy
3,253
+128
+4% +$34.5K 0.28% 53
2024
Q3 		$882K Buy
3,125
+203
+7% +$56.4K 0.31% 53
2024
Q2 		$777K Buy
2,922
+342
+13% +$89.7K 0.29% 54
2024
Q1 		$698K Buy
2,580
+291
+13% +$76.4K 0.26% 56
2023
Q4 		$574K Hold
2,289
– – 0.23% 60
2023
Q3 		$538K Hold
2,289
– – 0.25% 63
2023
Q2 		$560K Hold
2,289
– – 0.25% 61
2023
Q1 		$546K Hold
2,289
– – 0.26% 59
2022
Q4 		$568K Hold
2,289
– – 0.29% 57
2022
Q3 		$512K Buy
2,289
+4
+0.2% +$955 0.29% 53
2022
Q2 		$538K Hold
2,285
– – 0.3% 50
2022
Q1 		$581K Buy
2,285
+11
+0.5% +$2.72K 0.27% 55
2021
Q4 		$606K Buy
2,274
+2
+0.1% +$510 0.29% 52
2021
Q3 		$562K Hold
2,272
– – 0.28% 57
2021
Q2 		$562K Buy
2,272
+1
+0% +$239 0.27% 62
2021
Q1 		$519K Buy
2,271
+2
+0.1% +$459 0.28% 61
2020
Q4 		$508K Buy
2,269
+493
+28% +$105K 0.29% 58
2020
Q3 		$362K Hold
1,776
– – 0.24% 59
2020
Q2 		$342K Buy
1,776
+1
+0.1% +$188 0.24% 60
2020
Q1 		$295K Buy
1,775
+1,004
+130% +$183K 0.24% 55
2019
Q4 		$148K Buy
+771
New +$138K 0.1% 98

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 Perspectives's VHT Position: Q2 2026 in Review

Financial Perspectives increased its Vanguard Health Care ETF (VHT) stake by 0.06% in Q2 2026, buying an estimated $556 and bringing the position to 3,322 shares worth $993K. The position accounts for 0.24% of the portfolio, ranked #64.

Financial Perspectives first reported a position in VHT in Q4 2019 and has held it in 27 quarters since. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Financial Perspectives held 3,322 shares of Vanguard Health Care ETF worth $993K as of Q2 2026.
  • Financial Perspectives bought 2 Vanguard Health Care ETF shares in Q2 2026, an estimated $556.
  • Vanguard Health Care ETF made up 0.24% of Financial Perspectives's portfolio in Q2 2026, its #64 holding.
  • Financial Perspectives first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.