Hobart Private Capital’s Vanguard Health Care ETF VHT Stock Holding History

Hobart Private Capital’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	$289K	Sell	968 -231	-19%	-$64.2K	0.05%	119
2026 Q1	$327K	Hold	1,199	–	–	0.06%	102
2025 Q4	$345K	Sell	1,199 -11	-0.9%	-$3.07K	0.07%	104
2025 Q3	$314K	Buy	1,210 +11	+0.9%	+$2.76K	0.07%	104
2025 Q2	$298K	Hold	1,199	–	–	0.07%	98
2025 Q1	$317K	Hold	1,199	–	–	0.08%	80
2024 Q4	$304K	Hold	1,199	–	–	0.08%	79
2024 Q3	$338K	Buy	1,199 +27	+2%	+$7.5K	0.09%	66
2024 Q2	$312K	Buy	+1,172	New	+$307K	0.09%	64

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

Hobart Private Capital's VHT Position: Q2 2026 in Review

Hobart Private Capital reduced its Vanguard Health Care ETF (VHT) stake by 19% in Q2 2026, selling an estimated $64.2K and leaving 968 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #119.

Hobart Private Capital first reported a position in VHT in Q2 2024 and has held it in 9 quarters since. The position peaked at $345K in Q4 2025. 1,120 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Hobart Private Capital held 968 shares of Vanguard Health Care ETF worth $289K as of Q2 2026.
Hobart Private Capital sold 231 Vanguard Health Care ETF shares in Q2 2026, an estimated $64.2K.
Vanguard Health Care ETF made up 0.05% of Hobart Private Capital's portfolio in Q2 2026, its #119 holding.
Hobart Private Capital first reported a position in Vanguard Health Care ETF in Q2 2024 and has held it in 9 quarters since.
Hobart Private Capital's Vanguard Health Care ETF position peaked at $345K in Q4 2025.
1,120 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.