Glassman Wealth Services’s Vanguard Health Care ETF VHT Stock Holding History

Glassman Wealth Services’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	$14.4K	Buy	+48	New	+$13.3K	﹤0.01%	187
2023 Q4	–	Sell	-56	Closed	-$13.2K	–	2080
2023 Q3	$13.2K	Hold	56	–	–	﹤0.01%	776
2023 Q2	$13.7K	Sell	56 -4	-7%	-$973	﹤0.01%	726
2023 Q1	$14.3K	Buy	60 +4	+7%	+$963	﹤0.01%	715
2022 Q4	$13.9K	Hold	56	–	–	﹤0.01%	752
2022 Q3	$13K	Hold	56	–	–	﹤0.01%	736
2022 Q2	$13K	Hold	56	–	–	﹤0.01%	741
2022 Q1	$14K	Hold	56	–	–	﹤0.01%	751
2021 Q4	$15K	Hold	56	–	–	﹤0.01%	695
2021 Q3	$14K	Buy	+56	New	+$14.4K	﹤0.01%	680
2019 Q4	–	Sell	-20	Closed	-$3K	–	1501
2019 Q3	$3K	Hold	20	–	–	﹤0.01%	646
2019 Q2	$3K	Sell	20 -9	-31%	-$1.52K	﹤0.01%	668
2019 Q1	$5K	Buy	29 +9	+45%	+$1.52K	﹤0.01%	558
2018 Q4	$3K	Buy	+20	New	+$3.39K	﹤0.01%	510

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

Glassman Wealth Services's VHT Position: Q2 2026 in Review

Glassman Wealth Services opened a new position in Vanguard Health Care ETF (VHT) in Q2 2026: 48 shares worth $14.4K. The stake represents ﹤0.01% of the portfolio and ranks #187 among its holdings. This is a return to the name: Glassman Wealth Services previously reported a position in VHT as recently as Q3 2023.

Glassman Wealth Services first reported a position in VHT in Q4 2018 and has held it in 14 quarters since. The position peaked at $15K in Q4 2021. 1,113 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Glassman Wealth Services held 48 shares of Vanguard Health Care ETF worth $14.4K as of Q2 2026.
Vanguard Health Care ETF was a new Glassman Wealth Services position in Q2 2026.
Vanguard Health Care ETF made up ﹤0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #187 holding.
Glassman Wealth Services first reported a position in Vanguard Health Care ETF in Q4 2018 and has held it in 14 quarters since.
Glassman Wealth Services's Vanguard Health Care ETF position peaked at $15K in Q4 2021.
1,113 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.