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Jim Saulnier & Associates’s Vanguard Health Care ETF VHT Stock Holding History

Jim Saulnier & Associates’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 		$281K Sell
940
-252
-21% -$70.1K 0.11% 133
2026
Q1 		$325K Buy
1,192
+255
+27% +$72.9K 0.16% 107
2025
Q4 		$270K Buy
937
+3
+0.3% +$838 0.14% 118
2025
Q3 		$243K Buy
934
+1
+0.1% +$251 0.14% 123
2025
Q2 		$232K Buy
+933
New +$231K 0.16% 104

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

Jim Saulnier & Associates's VHT Position: Q2 2026 in Review

Jim Saulnier & Associates reduced its Vanguard Health Care ETF (VHT) stake by 21% in Q2 2026, selling an estimated $70.1K and leaving 940 shares worth $281K. The position accounts for 0.11% of the portfolio, ranked #133.

Jim Saulnier & Associates first reported a position in VHT in Q2 2025 and has held it in 5 quarters since. The position peaked at $325K in Q1 2026. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Jim Saulnier & Associates held 940 shares of Vanguard Health Care ETF worth $281K as of Q2 2026.
  • Jim Saulnier & Associates sold 252 Vanguard Health Care ETF shares in Q2 2026, an estimated $70.1K.
  • Vanguard Health Care ETF made up 0.11% of Jim Saulnier & Associates's portfolio in Q2 2026, its #133 holding.
  • Jim Saulnier & Associates first reported a position in Vanguard Health Care ETF in Q2 2025 and has held it in 5 quarters since.
  • Jim Saulnier & Associates's Vanguard Health Care ETF position peaked at $325K in Q1 2026.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.