GIM
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Goelzer Investment Management’s Vanguard Health Care ETF VHT Stock Holding History

Goelzer Investment 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 		$583K Buy
1,950
+284
+17% +$79K 0.03% 220
2026
Q1 		$454K Buy
1,666
+31
+2% +$8.86K 0.02% 230
2025
Q4 		$471K Hold
1,635
– – 0.02% 219
2025
Q3 		$424K Sell
1,635
-100
-6% -$25.1K 0.02% 201
2025
Q2 		$431K Sell
1,735
-226
-12% -$55.9K 0.02% 198
2025
Q1 		$519K Buy
1,961
+144
+8% +$38.4K 0.03% 179
2024
Q4 		$461K Hold
1,817
– – 0.03% 187
2024
Q3 		$513K Hold
1,817
– – 0.03% 176
2024
Q2 		$483K Hold
1,817
– – 0.03% 177
2024
Q1 		$492K Hold
1,817
– – 0.03% 183
2023
Q4 		$456K Sell
1,817
-200
-10% -$47.4K 0.03% 187
2023
Q3 		$474K Hold
2,017
– – 0.03% 174
2023
Q2 		$494K Hold
2,017
– – 0.04% 179
2023
Q1 		$481K Buy
2,017
+21
+1% +$5.05K 0.04% 185
2022
Q4 		$495K Buy
1,996
+43
+2% +$10.4K 0.04% 184
2022
Q3 		$437K Hold
1,953
– – 0.04% 186
2022
Q2 		$460K Buy
1,953
+67
+4% +$16.1K 0.04% 182
2022
Q1 		$480K Hold
1,886
– – 0.04% 177
2021
Q4 		$502K Sell
1,886
-40
-2% -$10.2K 0.04% 184
2021
Q3 		$476K Buy
1,926
+12
+0.6% +$3.08K 0.04% 177
2021
Q2 		$473K Sell
1,914
-56
-3% -$13.4K 0.04% 185
2021
Q1 		$451K Hold
1,970
– – 0.04% 179
2020
Q4 		$441K Buy
1,970
+86
+5% +$18.4K 0.04% 174
2020
Q3 		$384K Hold
1,884
– – 0.04% 208
2020
Q2 		$363K Hold
1,884
– – 0.04% 204
2020
Q1 		$313K Buy
1,884
+60
+3% +$11K 0.04% 209
2019
Q4 		$350K Buy
1,824
+23
+1% +$4.12K 0.03% 213
2019
Q3 		$302K Buy
+1,801
New +$308K 0.03% 217
2019
Q2 		– Sell
-1,705
Closed -$294K – 270
2019
Q1 		$294K Buy
1,705
+35
+2% +$5.93K 0.03% 235
2018
Q4 		$268K Hold
1,670
– – 0.03% 187
2018
Q3 		$301K Hold
1,670
– – 0.03% 186
2018
Q2 		$266K Hold
1,670
– – 0.03% 192
2018
Q1 		$256K Buy
1,670
+21
+1% +$3.35K 0.03% 194
2017
Q4 		$254K Hold
1,649
– – 0.03% 195
2017
Q3 		$251K Hold
1,649
– – 0.03% 190
2017
Q2 		$243K Buy
1,649
+17
+1% +$2.4K 0.03% 187
2017
Q1 		$225K Sell
1,632
-84
-5% -$11.3K 0.03% 190
2016
Q4 		$218K Buy
+1,716
New +$219K 0.03% 194
2015
Q3 		– Sell
-1,533
Closed -$215K – 201
2015
Q2 		$215K Buy
1,533
+52
+4% +$7.19K 0.03% 193
2015
Q1 		$201K Buy
+1,481
New +$195K 0.03% 192

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

Goelzer Investment Management's VHT Position: Q2 2026 in Review

Goelzer Investment Management increased its Vanguard Health Care ETF (VHT) stake by 17% in Q2 2026, buying an estimated $79K and bringing the position to 1,950 shares worth $583K. The position accounts for 0.03% of the portfolio, ranked #220.

Goelzer Investment Management first reported a position in VHT in Q1 2015 and has held it in 40 quarters since. 245 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Goelzer Investment Management held 1,950 shares of Vanguard Health Care ETF worth $583K as of Q2 2026.
  • Goelzer Investment Management bought 284 Vanguard Health Care ETF shares in Q2 2026, an estimated $79K.
  • Vanguard Health Care ETF made up 0.03% of Goelzer Investment Management's portfolio in Q2 2026, its #220 holding.
  • Goelzer Investment Management first reported a position in Vanguard Health Care ETF in Q1 2015 and has held it in 40 quarters since.
  • 245 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.