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Focused Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Focused Wealth 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 		$1.16M Sell
3,865
-47
-1% -$13.1K 0.1% 84
2026
Q1 		$1.07M Sell
3,912
-177
-4% -$50.6K 0.11% 79
2025
Q4 		$1.18M Sell
4,089
-67
-2% -$18.7K 0.12% 70
2025
Q3 		$1.08M Sell
4,156
-130
-3% -$32.6K 0.11% 74
2025
Q2 		$1.06M Sell
4,286
-90
-2% -$22.2K 0.13% 68
2025
Q1 		$1.16M Sell
4,376
-461
-10% -$123K 0.16% 54
2024
Q4 		$1.23M Sell
4,837
-213
-4% -$57.4K 0.17% 52
2024
Q3 		$1.43M Sell
5,050
-35
-0.7% -$9.72K 0.19% 56
2024
Q2 		$1.35M Sell
5,085
-184
-3% -$48.2K 0.19% 54
2024
Q1 		$1.43M Sell
5,269
-138
-3% -$36.3K 0.22% 50
2023
Q4 		$1.36M Buy
5,407
+62
+1% +$14.7K 0.22% 48
2023
Q3 		$1.26M Sell
5,345
-143
-3% -$34.9K 0.22% 48
2023
Q2 		$1.34M Sell
5,488
-23
-0.4% -$5.59K 0.24% 48
2023
Q1 		$1.31M Sell
5,511
-40
-0.7% -$9.63K 0.27% 45
2022
Q4 		$1.38M Buy
5,551
+16
+0.3% +$3.88K 0.28% 49
2022
Q3 		$1.24M Sell
5,535
-1,257
-19% -$300K 0.26% 43
2022
Q2 		$1.6M Buy
6,792
+918
+16% +$221K 0.29% 48
2022
Q1 		$1.49M Sell
5,874
-73
-1% -$18K 0.24% 50
2021
Q4 		$1.58M Sell
5,947
-22
-0.4% -$5.61K 0.24% 44
2021
Q3 		$1.48M Sell
5,969
-109
-2% -$28K 0.24% 44
2021
Q2 		$1.5M Sell
6,078
-55
-0.9% -$13.1K 0.25% 45
2021
Q1 		$1.4M Sell
6,133
-167
-3% -$38.3K 0.25% 45
2020
Q4 		$1.41M Sell
6,300
-649
-9% -$139K 0.27% 46
2020
Q3 		$1.42M Sell
6,949
-350
-5% -$70.8K 0.31% 39
2020
Q2 		$1.41M Sell
7,299
-153
-2% -$28.7K 0.33% 40
2020
Q1 		$1.24M Sell
7,452
-1,792
-19% -$327K 0.36% 38
2019
Q4 		$1.77M Buy
9,244
+2,601
+39% +$466K 0.42% 37
2019
Q3 		$1.11M Sell
6,643
-3,078
-32% -$527K 0.31% 44
2019
Q2 		$1.69M Sell
9,721
-879
-8% -$148K 0.45% 35
2019
Q1 		$1.83M Sell
10,600
-833
-7% -$141K 0.55% 32
2018
Q4 		$1.84M Buy
11,433
+1,552
+16% +$263K 0.63% 31
2018
Q3 		$1.78M Sell
9,881
-4,859
-33% -$835K 0.61% 31
2018
Q2 		$2.35M Sell
14,740
-11,962
-45% -$1.88M 0.81% 23
2018
Q1 		$4.1M Sell
26,702
-39,725
-60% -$6.34M 1.31% 17
2017
Q4 		$10.2M Sell
66,427
-2,063
-3% -$317K 3.28% 7
2017
Q3 		$10.4M Buy
68,490
+9,142
+15% +$1.36M 3.48% 7
2017
Q2 		$8.75M Buy
59,348
+1,165
+2% +$165K 3.27% 7
2017
Q1 		$8.02M Buy
58,183
+3,522
+6% +$474K 3.14% 7
2016
Q4 		$6.93M Buy
54,661
+432
+0.8% +$55.1K 2.93% 7
2016
Q3 		$7.21M Buy
54,229
+608
+1% +$81.9K 3.17% 8
2016
Q2 		$7M Buy
53,621
+9,575
+22% +$1.23M 3.21% 8
2016
Q1 		$5.43M Buy
44,046
+18,527
+73% +$2.25M 2.97% 8
2015
Q4 		$3.39M Buy
25,519
+1,574
+7% +$205K 1.95% 10
2015
Q3 		$2.94M Buy
23,945
+5,115
+27% +$702K 1.86% 10
2015
Q2 		$2.63M Buy
18,830
+2,720
+17% +$376K 1.63% 13
2015
Q1 		$2.18M Buy
16,110
+3,499
+28% +$461K 1.34% 19
2014
Q4 		$1.58M Buy
12,611
+1,580
+14% +$194K 1.12% 24
2014
Q3 		$1.29M Buy
11,031
+1,867
+20% +$214K 0.99% 28
2014
Q2 		$1.02M Buy
9,164
+875
+11% +$93.6K 0.8% 32
2014
Q1 		$886K Buy
8,289
+6,384
+335% +$675K 0.74% 29
2013
Q4 		$193K Sell
1,905
-179
-9% -$17.5K 0.16% 91
2013
Q3 		$194K Buy
+2,084
New +$191K 0.18% 84

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

Focused Wealth Management's VHT Position: Q2 2026 in Review

Focused Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 1.2% in Q2 2026, selling an estimated $13.1K and leaving 3,865 shares worth $1.16M. The position accounts for 0.1% of the portfolio, ranked #84.

Focused Wealth Management first reported a position in VHT in Q3 2013 and has held it in 52 quarters since. The position peaked at $10.4M in Q3 2017. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Focused Wealth Management held 3,865 shares of Vanguard Health Care ETF worth $1.16M as of Q2 2026.
  • Focused Wealth Management sold 47 Vanguard Health Care ETF shares in Q2 2026, an estimated $13.1K.
  • Vanguard Health Care ETF made up 0.1% of Focused Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Focused Wealth Management first reported a position in Vanguard Health Care ETF in Q3 2013 and has held it in 52 quarters since.
  • Focused Wealth Management's Vanguard Health Care ETF position peaked at $10.4M in Q3 2017.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.