JFS Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

JFS Wealth Advisors’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	$802K	Buy	2,684 +225	+9%	+$62.6K	0.04%	194
2026 Q1	$670K	Sell	2,459 -219	-8%	-$62.6K	0.04%	204
2025 Q4	$771K	Hold	2,678	–	–	0.04%	179
2025 Q3	$695K	Sell	2,678 -133	-5%	-$33.4K	0.04%	190
2025 Q2	$698K	Buy	2,811 +944	+51%	+$233K	0.04%	180
2025 Q1	$494K	Sell	1,867 -41	-2%	-$10.9K	0.03%	202
2024 Q4	$484K	Buy	1,908 +1,316	+222%	+$355K	0.03%	198
2024 Q3	$167K	Hold	592	–	–	0.01%	308
2024 Q2	$157K	Hold	592	–	–	0.01%	263
2024 Q1	$160K	Hold	592	–	–	0.01%	263
2023 Q4	$148K	Sell	592 -53	-8%	-$12.6K	0.01%	257
2023 Q3	$152K	Hold	645	–	–	0.01%	248
2023 Q2	$158K	Buy	645 +53	+9%	+$12.9K	0.01%	240
2023 Q1	$141K	Hold	592	–	–	0.01%	245
2022 Q4	$147K	Sell	592 -168	-22%	-$40.7K	0.01%	241
2022 Q3	$170K	Hold	760	–	–	0.02%	229
2022 Q2	$179K	Hold	760	–	–	0.02%	223
2022 Q1	$193K	Buy	760 +130	+21%	+$32.1K	0.02%	228
2021 Q4	$168K	Buy	630 +56	+10%	+$14.3K	0.02%	245
2021 Q3	$142K	Buy	574 +302	+111%	+$77.5K	0.01%	257
2021 Q2	$67K	Hold	272	–	–	0.01%	249
2021 Q1	$62K	Hold	272	–	–	0.01%	232
2020 Q4	$61K	Hold	272	–	–	0.01%	229
2020 Q3	$55K	Hold	272	–	–	0.01%	223
2020 Q2	$52K	Hold	272	–	–	0.01%	225
2020 Q1	$45K	Hold	272	–	–	0.01%	225
2019 Q4	$52K	Hold	272	–	–	0.01%	238
2019 Q3	$46K	Hold	272	–	–	0.01%	244
2019 Q2	$47K	Hold	272	–	–	0.01%	248
2019 Q1	$47K	Hold	272	–	–	0.01%	229
2018 Q4	$44K	Sell	272 -60	-18%	-$10.2K	0.01%	236
2018 Q3	$60K	Hold	332	–	–	0.02%	234
2018 Q2	$53K	Hold	332	–	–	0.01%	238
2018 Q1	$51K	Hold	332	–	–	0.01%	245
2017 Q4	$51K	Hold	332	–	–	0.01%	253
2017 Q3	$51K	Hold	332	–	–	0.01%	244
2017 Q2	$49K	Hold	332	–	–	0.01%	222
2017 Q1	$42K	Hold	332	–	–	0.01%	237
2016 Q4	$42K	Hold	332	–	–	0.01%	237
2016 Q3	$44K	Hold	332	–	–	0.01%	255
2016 Q2	$43K	Hold	332	–	–	0.01%	271
2016 Q1	$41K	Hold	332	–	–	0.01%	251
2015 Q4	$44K	Hold	332	–	–	0.01%	259
2015 Q3	$41K	Hold	332	–	–	0.02%	225
2015 Q2	$46K	Hold	332	–	–	0.02%	195
2015 Q1	$45K	Hold	332	–	–	0.02%	192
2014 Q4	$42K	Hold	332	–	–	0.01%	203
2014 Q3	$39K	Hold	332	–	–	0.01%	207
2014 Q2	$37K	Buy	+332	New	+$35.5K	0.01%	216

Other funds holding VHT

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JFS Wealth Advisors's VHT Position: Q2 2026 in Review

JFS Wealth Advisors increased its Vanguard Health Care ETF (VHT) stake by 9.2% in Q2 2026, buying an estimated $62.6K and bringing the position to 2,684 shares worth $802K. The position accounts for 0.04% of the portfolio, ranked #194.

JFS Wealth Advisors first reported a position in VHT in Q2 2014 and has held it in 49 quarters since. 227 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

JFS Wealth Advisors held 2,684 shares of Vanguard Health Care ETF worth $802K as of Q2 2026.
JFS Wealth Advisors bought 225 Vanguard Health Care ETF shares in Q2 2026, an estimated $62.6K.
Vanguard Health Care ETF made up 0.04% of JFS Wealth Advisors's portfolio in Q2 2026, its #194 holding.
JFS Wealth Advisors first reported a position in Vanguard Health Care ETF in Q2 2014 and has held it in 49 quarters since.
227 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.