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

HHM 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	$408K	Hold	1,365	–	–	0.04%	145
2026 Q1	$372K	Sell	1,365 -18	-1%	-$5.15K	0.04%	140
2025 Q4	$398K	Sell	1,383 -364	-21%	-$102K	0.05%	133
2025 Q3	$454K	Buy	1,747 +18	+1%	+$4.52K	0.05%	124
2025 Q2	$429K	Hold	1,729	–	–	0.05%	125
2025 Q1	$458K	Hold	1,729	–	–	0.06%	111
2024 Q4	$439K	Buy	1,729 +364	+27%	+$98.1K	0.06%	114
2024 Q3	$385K	Hold	1,365	–	–	0.05%	110
2024 Q2	$363K	Hold	1,365	–	–	0.05%	114
2024 Q1	$369K	Hold	1,365	–	–	0.06%	94
2023 Q4	$342K	Hold	1,365	–	–	0.06%	90
2023 Q3	$321K	Hold	1,365	–	–	0.06%	93
2023 Q2	$334K	Hold	1,365	–	–	0.06%	94
2023 Q1	$325K	Hold	1,365	–	–	0.07%	95
2022 Q4	$339K	Hold	1,365	–	–	0.08%	87
2022 Q3	$305K	Hold	1,365	–	–	0.08%	79
2022 Q2	$321K	Hold	1,365	–	–	0.08%	86
2022 Q1	$347K	Hold	1,365	–	–	0.08%	94
2021 Q4	$364K	Hold	1,365	–	–	0.09%	88
2021 Q3	$337K	Hold	1,365	–	–	0.09%	93
2021 Q2	$337K	Hold	1,365	–	–	0.09%	91
2021 Q1	$312K	Buy	1,365 +260	+24%	+$59.6K	0.1%	85
2020 Q4	$247K	Sell	1,105 -175	-14%	-$37.4K	0.08%	89
2020 Q3	$261K	Sell	1,280 -400	-24%	-$81K	0.1%	72
2020 Q2	$324K	Hold	1,680	–	–	0.14%	59
2020 Q1	$279K	Hold	1,680	–	–	0.14%	63
2019 Q4	$322K	Hold	1,680	–	–	0.15%	59
2019 Q3	$282K	Buy	1,680 +30	+2%	+$5.13K	0.16%	60
2019 Q2	$287K	Buy	1,650 +90	+6%	+$15.2K	0.17%	52
2019 Q1	$269K	Hold	1,560	–	–	0.17%	51
2018 Q4	$251K	Buy	+1,560	New	+$264K	0.18%	48

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

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

HHM Wealth Advisors held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 1,365 shares worth $408K. The position accounts for 0.04% of the portfolio, ranked #145.

HHM Wealth Advisors first reported a position in VHT in Q4 2018 and has held it in 31 quarters since. The position peaked at $458K in Q1 2025. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

HHM Wealth Advisors held 1,365 shares of Vanguard Health Care ETF worth $408K as of Q2 2026.
HHM Wealth Advisors left its Vanguard Health Care ETF share count unchanged in Q2 2026.
Vanguard Health Care ETF made up 0.04% of HHM Wealth Advisors's portfolio in Q2 2026, its #145 holding.
HHM Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2018 and has held it in 31 quarters since.
HHM Wealth Advisors's Vanguard Health Care ETF position peaked at $458K in Q1 2025.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

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