FSM Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

FSM Wealth Advisors’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	$399K	Sell	1,336 -1	-0.1%	-$278	0.04%	218
2026 Q1	$364K	Sell	1,337 -288	-18%	-$82.3K	0.05%	208
2025 Q4	$468K	Sell	1,625 -75	-4%	-$21K	0.06%	176
2025 Q3	$441K	Sell	1,700 -93	-5%	-$23.3K	0.06%	186
2025 Q2	$444K	Buy	+1,793	New	+$443K	0.07%	175

Other funds holding VHT

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FSM Wealth Advisors's VHT Position: Q2 2026 in Review

FSM Wealth Advisors reduced its Vanguard Health Care ETF (VHT) stake by 0.07% in Q2 2026, selling an estimated $278 and leaving 1,336 shares worth $399K. The position accounts for 0.04% of the portfolio, ranked #218.

FSM Wealth Advisors first reported a position in VHT in Q2 2025 and has held it in 5 quarters since. The position peaked at $468K in Q4 2025. 245 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

FSM Wealth Advisors held 1,336 shares of Vanguard Health Care ETF worth $399K as of Q2 2026.
FSM Wealth Advisors sold 1 Vanguard Health Care ETF share in Q2 2026, an estimated $278.
Vanguard Health Care ETF made up 0.04% of FSM Wealth Advisors's portfolio in Q2 2026, its #218 holding.
FSM Wealth Advisors first reported a position in Vanguard Health Care ETF in Q2 2025 and has held it in 5 quarters since.
FSM Wealth Advisors's Vanguard Health Care ETF position peaked at $468K in Q4 2025.
245 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.