Insigneo Advisory Services’s Vanguard Health Care ETF VHT Stock Holding History

Insigneo Advisory Services’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	$361K	Buy	+1,206	New	+$335K	0.01%	573
2024 Q4	–	Sell	-804	Closed	-$227K	–	690
2024 Q3	$227K	Sell	804 -11	-1%	-$3.06K	0.02%	521
2024 Q2	$219K	Sell	815 -80	-9%	-$21K	0.02%	484
2024 Q1	$242K	Sell	895 -180	-17%	-$47.3K	0.03%	431
2023 Q4	$270K	Sell	1,075 -178	-14%	-$42.2K	0.04%	352
2023 Q3	$296K	Sell	1,253 -2,400	-66%	-$585K	0.06%	288
2023 Q2	$898K	Buy	3,653 +2,130	+140%	+$518K	0.17%	122
2023 Q1	$363K	Sell	1,523 -204	-12%	-$49.1K	0.12%	181
2022 Q4	$428K	Buy	+1,727	New	+$419K	0.16%	142

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 22.9% 1-Year Est. Return

Insigneo Advisory Services's VHT Position: Q2 2026 in Review

Insigneo Advisory Services opened a new position in Vanguard Health Care ETF (VHT) in Q2 2026: 1,206 shares worth $361K. The stake represents 0.01% of the portfolio and ranks #573 among its holdings. This is a return to the name: Insigneo Advisory Services previously reported a position in VHT as recently as Q3 2024.

Insigneo Advisory Services first reported a position in VHT in Q4 2022 and has held it in 9 quarters since. The position peaked at $898K in Q2 2023. 1,122 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Insigneo Advisory Services held 1,206 shares of Vanguard Health Care ETF worth $361K as of Q2 2026.
Vanguard Health Care ETF was a new Insigneo Advisory Services position in Q2 2026.
Vanguard Health Care ETF made up 0.01% of Insigneo Advisory Services's portfolio in Q2 2026, its #573 holding.
Insigneo Advisory Services first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 9 quarters since.
Insigneo Advisory Services's Vanguard Health Care ETF position peaked at $898K in Q2 2023.
1,122 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.