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Grimes & Company’s Vanguard Health Care ETF VHT Stock Holding History

Grimes & Company’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 		$260K Buy
869
+92
+12% +$25.6K 0.01% 399
2026
Q1 		$212K Sell
777
-4,980
-87% -$1.42M 0.01% 406
2025
Q4 		$1.66M Buy
+5,757
New +$1.61M 0.04% 204

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

Grimes & Company's VHT Position: Q2 2026 in Review

Grimes & Company increased its Vanguard Health Care ETF (VHT) stake by 12% in Q2 2026, buying an estimated $25.6K and bringing the position to 869 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #399.

Grimes & Company first reported a position in VHT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.66M in Q4 2025. 245 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Grimes & Company held 869 shares of Vanguard Health Care ETF worth $260K as of Q2 2026.
  • Grimes & Company bought 92 Vanguard Health Care ETF shares in Q2 2026, an estimated $25.6K.
  • Vanguard Health Care ETF made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #399 holding.
  • Grimes & Company first reported a position in Vanguard Health Care ETF in Q4 2025 and has held it in 3 quarters since.
  • Grimes & Company's Vanguard Health Care ETF position peaked at $1.66M in Q4 2025.
  • 245 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.