Independent Family Office’s Vanguard Health Care ETF VHT Stock Holding History

Independent Family Office’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	$404K	Hold	1,350	–	–	0.16%	62
2026 Q1	$368K	Hold	1,350	–	–	0.15%	69
2025 Q4	$389K	Hold	1,350	–	–	0.16%	60
2025 Q3	$350K	Hold	1,350	–	–	0.15%	60
2025 Q2	$335K	Buy	+1,350	New	+$334K	0.16%	60

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

Independent Family Office's VHT Position: Q2 2026 in Review

Independent Family Office held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 1,350 shares worth $404K. The position accounts for 0.16% of the portfolio, ranked #62.

Independent Family Office first reported a position in VHT in Q2 2025 and has held it in 5 quarters since. 1,120 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Independent Family Office held 1,350 shares of Vanguard Health Care ETF worth $404K as of Q2 2026.
Independent Family Office left its Vanguard Health Care ETF share count unchanged in Q2 2026.
Vanguard Health Care ETF made up 0.16% of Independent Family Office's portfolio in Q2 2026, its #62 holding.
Independent Family Office first reported a position in Vanguard Health Care ETF in Q2 2025 and has held it in 5 quarters since.
1,120 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.