Hershey Financial Advisers’s Vanguard Health Care ETF VHT Stock Holding History

Hershey Financial Advisers’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	$1.64M	Sell	5,500 -439	-7%	-$122K	1.18%	31
2026 Q1	$1.62M	Sell	5,939 -560	-9%	-$160K	1.4%	25
2025 Q4	$1.87M	Buy	6,499 +1,609	+33%	+$450K	1.58%	13
2025 Q3	$1.27M	Buy	4,890 +116	+2%	+$29.1K	1.09%	38
2025 Q2	$1.19M	Buy	+4,774	New	+$1.18M	1.06%	39
2024 Q4	$1.07M	Buy	+4,237	New	+$1.14M	0.95%	42
2024 Q2	$1.6M	Buy	+6,025	New	+$1.58M	1.44%	16

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

Hershey Financial Advisers's VHT Position: Q2 2026 in Review

Hershey Financial Advisers reduced its Vanguard Health Care ETF (VHT) stake by 7.4% in Q2 2026, selling an estimated $122K and leaving 5,500 shares worth $1.64M. The position accounts for 1.18% of the portfolio, ranked #31.

Hershey Financial Advisers first reported a position in VHT in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.87M in Q4 2025. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Hershey Financial Advisers held 5,500 shares of Vanguard Health Care ETF worth $1.64M as of Q2 2026.
Hershey Financial Advisers sold 439 Vanguard Health Care ETF shares in Q2 2026, an estimated $122K.
Vanguard Health Care ETF made up 1.18% of Hershey Financial Advisers's portfolio in Q2 2026, its #31 holding.
Hershey Financial Advisers first reported a position in Vanguard Health Care ETF in Q2 2024 and has held it in 7 quarters since.
Hershey Financial Advisers's Vanguard Health Care ETF position peaked at $1.87M in Q4 2025.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.