IFG
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Independent Financial Group’s Vanguard Health Care ETF VHT Stock Holding History

Independent Financial 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 		$1.91M Buy
6,380
+305
+5% +$84.8K 0.04% 465
2026
Q1 		$1.65M Sell
6,075
-813
-12% -$232K 0.04% 454
2025
Q4 		$1.98M Buy
6,888
+335
+5% +$93.6K 0.04% 393
2025
Q3 		$1.7M Buy
6,553
+978
+18% +$245K 0.04% 436
2025
Q2 		$1.38M Buy
5,575
+264
+5% +$65.2K 0.04% 444
2025
Q1 		$1.41M Buy
5,311
+487
+10% +$130K 0.05% 383
2024
Q4 		$1.22M Sell
4,824
-184
-4% -$49.6K 0.04% 419
2024
Q3 		$1.41M Buy
5,008
+762
+18% +$212K 0.05% 356
2024
Q2 		$1.13M Buy
4,246
+277
+7% +$72.6K 0.05% 376
2024
Q1 		$1.07M Buy
3,969
+64
+2% +$16.8K 0.05% 359
2023
Q4 		$979K Sell
3,905
-2
-0.1% -$474 0.05% 366
2023
Q3 		$919K Sell
3,907
-6
-0.2% -$1.46K 0.06% 337
2023
Q2 		$958K Buy
3,913
+252
+7% +$61.3K 0.07% 317
2023
Q1 		$873K Buy
3,661
+392
+12% +$94.3K 0.07% 311
2022
Q4 		$811K Sell
3,269
-112
-3% -$27.2K 0.07% 293
2022
Q3 		$756K Buy
3,381
+181
+6% +$43.2K 0.07% 292
2022
Q2 		$754K Buy
3,200
+239
+8% +$57.6K 0.08% 285
2022
Q1 		$753K Sell
2,961
-208
-7% -$51.4K 0.06% 324
2021
Q4 		$844K Buy
3,169
+932
+42% +$238K 0.07% 292
2021
Q3 		$553K Sell
2,237
-87
-4% -$22.3K 0.06% 339
2021
Q2 		$574K Buy
2,324
+187
+9% +$44.7K 0.06% 333
2021
Q1 		$489K Buy
2,137
+149
+7% +$34.2K 0.06% 337
2020
Q4 		$445K Buy
1,988
+174
+10% +$37.2K 0.07% 330
2020
Q3 		$370K Sell
1,814
-14
-0.8% -$2.83K 0.07% 311
2020
Q2 		$352K Buy
1,828
+195
+12% +$36.6K 0.08% 282
2020
Q1 		$271K Buy
+1,633
New +$298K 0.08% 271

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

Independent Financial Group's VHT Position: Q2 2026 in Review

Independent Financial Group increased its Vanguard Health Care ETF (VHT) stake by 5% in Q2 2026, buying an estimated $84.8K and bringing the position to 6,380 shares worth $1.91M. The position accounts for 0.04% of the portfolio, ranked #465.

Independent Financial Group first reported a position in VHT in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.98M in Q4 2025. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Independent Financial Group held 6,380 shares of Vanguard Health Care ETF worth $1.91M as of Q2 2026.
  • Independent Financial Group bought 305 Vanguard Health Care ETF shares in Q2 2026, an estimated $84.8K.
  • Vanguard Health Care ETF made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #465 holding.
  • Independent Financial Group first reported a position in Vanguard Health Care ETF in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Vanguard Health Care ETF position peaked at $1.98M in Q4 2025.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.