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Houlihan Financial Resource Group’s Vanguard Health Care ETF VHT Stock Holding History

Houlihan Financial Resource Group’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 		$1.84M Hold
6,159
– – 0.66% 40
2026
Q1 		$1.68M Hold
6,159
– – 0.65% 43
2025
Q4 		$1.77M Buy
6,159
+1,955
+47% +$546K 0.67% 40
2025
Q3 		$1.09M Sell
4,204
-2,079
-33% -$522K 0.96% 36
2025
Q2 		$1.53M Sell
6,283
-344
-5% -$85K 0.63% 39
2025
Q1 		$1.75M Buy
6,627
+1
+0% +$266 0.79% 33
2024
Q4 		$1.68M Sell
6,626
-138
-2% -$37.2K 0.72% 35
2024
Q3 		$1.91M Hold
6,764
– – 0.79% 33
2024
Q2 		$1.8M Hold
6,764
– – 1.23% 21
2024
Q1 		$1.83M Buy
6,764
+1
+0% +$263 0.82% 31
2023
Q4 		$1.7M Buy
6,763
+1
+0% +$237 0.82% 32
2023
Q3 		$1.55M Sell
6,762
-280,412
-98% -$68.4M 0.83% 31
2023
Q2 		$69.9M Buy
287,174
+280,414
+4,148% +$68.2M 2.17% 14
2023
Q1 		$1.61M Buy
6,760
+1
+0% +$241 0.88% 31
2022
Q4 		$1.65M Sell
6,759
-298
-4% -$72.3K 0.95% 29
2022
Q3 		$1.71M Buy
+7,057
New +$1.68M 1.04% 27
2020
Q3 		$1.56M Buy
+7,223
New +$1.46M 0.9% 34
2020
Q1 		$1.44M Buy
8,645
+1
+0% +$183 1.25% 26
2019
Q4 		$1.66M Buy
+8,644
New +$1.55M 1.07% 28

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

Houlihan Financial Resource Group's VHT Position: Q2 2026 in Review

Houlihan Financial Resource Group held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 6,159 shares worth $1.84M. The position accounts for 0.66% of the portfolio, ranked #40.

Houlihan Financial Resource Group first reported a position in VHT in Q4 2019 and has held it in 19 quarters since. The position peaked at $69.9M in Q2 2023. 1,113 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Houlihan Financial Resource Group held 6,159 shares of Vanguard Health Care ETF worth $1.84M as of Q2 2026.
  • Houlihan Financial Resource Group left its Vanguard Health Care ETF share count unchanged in Q2 2026.
  • Vanguard Health Care ETF made up 0.66% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #40 holding.
  • Houlihan Financial Resource Group first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 19 quarters since.
  • Houlihan Financial Resource Group's Vanguard Health Care ETF position peaked at $69.9M in Q2 2023.
  • 1,113 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.