Independent Wealth Network’s Vanguard Health Care ETF VHT Stock Holding History

Independent Wealth Network’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	$232K	Buy	+775	New	+$215K	0.06%	286
2024 Q3	–	Sell	-802	Closed	-$213K	–	235
2024 Q2	$213K	Sell	802 -30	-4%	-$7.87K	0.1%	198
2024 Q1	$225K	Sell	832 -2	-0.2%	-$525	0.11%	189
2023 Q4	$209K	Sell	834 -77	-8%	-$18.2K	0.11%	199
2023 Q3	$214K	Buy	911 +56	+7%	+$13.7K	0.13%	182
2023 Q2	$209K	Buy	855 +6	+0.7%	+$1.46K	0.13%	188
2023 Q1	$202K	Sell	849 -179	-17%	-$43.1K	0.13%	180
2022 Q4	$255K	Sell	1,028 -37	-3%	-$8.97K	0.17%	142
2022 Q3	$238K	Buy	1,065 +62	+6%	+$14.8K	0.19%	145
2022 Q2	$236K	Sell	1,003 -230	-19%	-$55.4K	0.17%	148
2022 Q1	$314K	Buy	1,233 +123	+11%	+$30.4K	0.2%	136
2021 Q4	$296K	Buy	1,110 +65	+6%	+$16.6K	0.18%	136
2021 Q3	$274K	Buy	+1,045	New	+$268K	0.18%	146

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 Wealth Network's VHT Position: Q2 2026 in Review

Independent Wealth Network opened a new position in Vanguard Health Care ETF (VHT) in Q2 2026: 775 shares worth $232K. The stake represents 0.06% of the portfolio and ranks #286 among its holdings. This is a return to the name: Independent Wealth Network previously reported a position in VHT as recently as Q2 2024.

Independent Wealth Network first reported a position in VHT in Q3 2021 and has held it in 13 quarters since. The position peaked at $314K in Q1 2022. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Independent Wealth Network held 775 shares of Vanguard Health Care ETF worth $232K as of Q2 2026.
Vanguard Health Care ETF was a new Independent Wealth Network position in Q2 2026.
Vanguard Health Care ETF made up 0.06% of Independent Wealth Network's portfolio in Q2 2026, its #286 holding.
Independent Wealth Network first reported a position in Vanguard Health Care ETF in Q3 2021 and has held it in 13 quarters since.
Independent Wealth Network's Vanguard Health Care ETF position peaked at $314K in Q1 2022.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.