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Holderness Investments Company’s Vanguard Health Care ETF VHT Stock Holding History

Holderness Investments 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 		$957K Buy
3,201
+64
+2% +$17.8K 0.16% 119
2026
Q1 		$854K Sell
3,137
-16
-0.5% -$4.57K 0.17% 114
2025
Q4 		$908K Buy
3,153
+44
+1% +$12.3K 0.18% 106
2025
Q3 		$807K Sell
3,109
-52
-2% -$13K 0.16% 113
2025
Q2 		$785K Buy
3,161
+124
+4% +$30.6K 0.17% 121
2025
Q1 		$804K Buy
3,037
+275
+10% +$73.3K 0.19% 115
2024
Q4 		$701K Buy
2,762
+97
+4% +$26.1K 0.15% 128
2024
Q3 		$752K Buy
2,665
+695
+35% +$193K 0.16% 122
2024
Q2 		$524K Buy
1,970
+718
+57% +$188K 0.12% 145
2024
Q1 		$339K Buy
1,252
+2
+0.2% +$525 0.08% 193
2023
Q4 		$313K Buy
1,250
+121
+11% +$28.7K 0.09% 189
2023
Q3 		$265K Buy
1,129
+26
+2% +$6.34K 0.1% 162
2023
Q2 		$270K Buy
1,103
+81
+8% +$19.7K 0.1% 170
2023
Q1 		$244K Buy
+1,022
New +$246K 0.1% 175
2022
Q2 		– Sell
-790
Closed -$201K – 213
2022
Q1 		$201K Buy
+790
New +$195K 0.07% 215

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Holderness Investments Company's VHT Position: Q2 2026 in Review

Holderness Investments Company increased its Vanguard Health Care ETF (VHT) stake by 2% in Q2 2026, buying an estimated $17.8K and bringing the position to 3,201 shares worth $957K. The position accounts for 0.16% of the portfolio, ranked #119.

Holderness Investments Company first reported a position in VHT in Q1 2022 and has held it in 15 quarters since. 1,120 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Holderness Investments Company held 3,201 shares of Vanguard Health Care ETF worth $957K as of Q2 2026.
  • Holderness Investments Company bought 64 Vanguard Health Care ETF shares in Q2 2026, an estimated $17.8K.
  • Vanguard Health Care ETF made up 0.16% of Holderness Investments Company's portfolio in Q2 2026, its #119 holding.
  • Holderness Investments Company first reported a position in Vanguard Health Care ETF in Q1 2022 and has held it in 15 quarters since.
  • 1,120 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Holderness Investments Company's 13F filing for Q2 2026, filed 12 Aug 2026.