Institute for Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Institute for Wealth Management’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	$1.64M	Sell	5,494 -3,169	-37%	-$881K	0.15%	140
2026 Q1	$2.36M	Buy	8,663 +1,031	+14%	+$295K	0.25%	91
2025 Q4	$2.2M	Buy	7,632 +199	+3%	+$55.6K	0.23%	86
2025 Q3	$1.93M	Buy	7,433 +4,470	+151%	+$1.12M	0.2%	108
2025 Q2	$736K	Sell	2,963 -3,748	-56%	-$926K	0.08%	244
2025 Q1	$1.78M	Buy	6,711 +3,807	+131%	+$1.01M	0.23%	103
2024 Q4	$737K	Sell	2,904 -3,413	-54%	-$920K	0.09%	225
2024 Q3	$1.78M	Buy	6,317 +7	+0.1%	+$1.94K	0.23%	101
2024 Q2	$1.68M	Buy	6,310 +308	+5%	+$80.7K	0.23%	102
2024 Q1	$1.62M	Buy	6,002 +2,978	+98%	+$782K	0.21%	107
2023 Q4	$758K	Sell	3,024 -3,086	-51%	-$731K	0.12%	197
2023 Q3	$1.44M	Buy	6,110 +538	+10%	+$131K	0.26%	93
2023 Q2	$1.36M	Buy	5,572 +2,369	+74%	+$576K	0.23%	109
2023 Q1	$764K	Sell	3,203 -61	-2%	-$14.7K	0.15%	179
2022 Q4	$810K	Sell	3,264 -122	-4%	-$29.6K	0.17%	165
2022 Q3	$757K	Sell	3,386 -3,402	-50%	-$812K	0.17%	163
2022 Q2	$1.6M	Buy	6,788 +345	+5%	+$83.2K	0.31%	81
2022 Q1	$1.64M	Buy	6,443 +212	+3%	+$52.4K	0.27%	95
2021 Q4	$1.66M	Sell	6,231 -249	-4%	-$63.5K	0.27%	89
2021 Q3	$1.6M	Buy	6,480 +154	+2%	+$39.5K	0.28%	92
2021 Q2	$1.56M	Sell	6,326 -2	-0%	-$478	0.27%	91
2021 Q1	$1.45M	Buy	6,328 +909	+17%	+$208K	0.28%	94
2020 Q4	$1.21M	Sell	5,419 -273	-5%	-$58.4K	0.24%	104
2020 Q3	$1.16M	Sell	5,692 -1,954	-26%	-$395K	0.27%	99
2020 Q2	$1.47M	Sell	7,646 -509	-6%	-$95.5K	0.36%	65
2020 Q1	$1.35M	Sell	8,155 -171	-2%	-$31.2K	0.42%	56
2019 Q4	$1.6M	Buy	8,326 +3,824	+85%	+$686K	0.36%	63
2019 Q3	$755K	Sell	4,502 -2,685	-37%	-$460K	0.19%	154
2019 Q2	$1.25M	Sell	7,187 -2,927	-29%	-$494K	0.28%	97
2019 Q1	$1.75M	Sell	10,114 -4,013	-28%	-$680K	0.38%	56
2018 Q4	$2.27M	Buy	+14,127	New	+$2.39M	0.93%	25
2018 Q2	–	Sell	-6,859	Closed	-$1.06M	–	249
2018 Q1	$1.06M	Sell	6,859 -11,521	-63%	-$1.84M	0.31%	112
2017 Q4	$2.91M	Buy	18,380 +12,604	+218%	+$1.93M	0.67%	31
2017 Q3	$880K	Sell	5,776 -5,714	-50%	-$853K	0.29%	121
2017 Q2	$1.69M	Buy	+11,490	New	+$1.62M	0.46%	50
2015 Q4	$1.23M	Sell	9,232 -260	-3%	-$33.9K	1.83%	20
2015 Q3	$1.16M	Buy	+9,492	New	+$1.3M	2.21%	21
2015 Q2	–	Sell	-1,742	Closed	-$236K	–	36
2015 Q1	$236K	Buy	+1,742	New	+$229K	0.26%	30
2014 Q4	–	Sell	-1,338	Closed	-$158K	–	62
2014 Q3	$158K	Sell	1,338 -39	-3%	-$4.47K	0.15%	30
2014 Q2	$154K	Sell	1,377 -352	-20%	-$37.7K	0.13%	31
2014 Q1	$185K	Sell	1,729 -310	-15%	-$32.8K	0.16%	37
2013 Q4	$206K	Buy	+2,039	New	+$200K	0.15%	45

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

Institute for Wealth Management's VHT Position: Q2 2026 in Review

Institute for Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 37% in Q2 2026, selling an estimated $881K and leaving 5,494 shares worth $1.64M. The position accounts for 0.15% of the portfolio, ranked #140.

Institute for Wealth Management first reported a position in VHT in Q4 2013 and has held it in 42 quarters since. The position peaked at $2.91M in Q4 2017. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Institute for Wealth Management held 5,494 shares of Vanguard Health Care ETF worth $1.64M as of Q2 2026.
Institute for Wealth Management sold 3,169 Vanguard Health Care ETF shares in Q2 2026, an estimated $881K.
Vanguard Health Care ETF made up 0.15% of Institute for Wealth Management's portfolio in Q2 2026, its #140 holding.
Institute for Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2013 and has held it in 42 quarters since.
Institute for Wealth Management's Vanguard Health Care ETF position peaked at $2.91M in Q4 2017.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.