Financial Services Advisory’s Vanguard Health Care ETF VHT Stock Holding History

Financial Services Advisory’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	–	Sell	-3,115	Closed	-$848K	–	81
2026 Q1	$848K	Sell	3,115 -2,921	-48%	-$835K	0.4%	39
2025 Q4	$1.74M	Buy	+6,036	New	+$1.69M	0.62%	31
2021 Q4	–	Sell	-8,918	Closed	-$2.2M	–	51
2021 Q3	$2.2M	Sell	8,918 -723	-7%	-$185K	0.75%	21
2021 Q2	$2.38M	Buy	9,641 +903	+10%	+$216K	1.02%	16
2021 Q1	$2M	Sell	8,738 -941	-10%	-$216K	0.91%	17
2020 Q4	$2.17M	Sell	9,679 -129	-1%	-$27.6K	0.83%	18
2020 Q3	$2M	Sell	9,808 -8,069	-45%	-$1.63M	1.44%	9
2020 Q2	$3.44M	Sell	17,877 -662	-4%	-$124K	1.75%	16
2020 Q1	$3.08M	Buy	18,539 +4,229	+30%	+$773K	38.56%	1
2019 Q4	$2.74M	Buy	+14,310	New	+$2.57M	1.13%	23

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

Financial Services Advisory's VHT Position: Q2 2026 in Review

Financial Services Advisory sold out of Vanguard Health Care ETF (VHT) in Q2 2026, closing a stake of 3,115 shares — an estimated $848K sold.

Financial Services Advisory first reported a position in VHT in Q4 2019 and held it in 10 quarters. The position peaked at $3.44M in Q2 2020. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Financial Services Advisory reported no remaining Vanguard Health Care ETF position as of Q2 2026 after selling out during the quarter.
Financial Services Advisory sold 3,115 Vanguard Health Care ETF shares in Q2 2026, an estimated $848K.
Financial Services Advisory first reported a position in Vanguard Health Care ETF in Q4 2019 and held it in 10 quarters.
Financial Services Advisory's Vanguard Health Care ETF position peaked at $3.44M in Q2 2020.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Financial Services Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.