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JM2 Capital’s Vanguard Health Care ETF VHT Stock Holding History

JM2 Capital’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 		$1.03M Sell
3,441
-38
-1% -$10.6K 0.71% 36
2026
Q1 		$947K Hold
3,479
– – 0.79% 32
2025
Q4 		$1M Buy
+3,479
New +$972K 0.8% 32

Other funds holding VHT

EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WAG
Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return

JM2 Capital's VHT Position: Q2 2026 in Review

JM2 Capital reduced its Vanguard Health Care ETF (VHT) stake by 1.1% in Q2 2026, selling an estimated $10.6K and leaving 3,441 shares worth $1.03M. The position accounts for 0.71% of the portfolio, ranked #36.

JM2 Capital first reported a position in VHT in Q4 2025 and has held it in 3 quarters since. 696 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • JM2 Capital held 3,441 shares of Vanguard Health Care ETF worth $1.03M as of Q2 2026.
  • JM2 Capital sold 38 Vanguard Health Care ETF shares in Q2 2026, an estimated $10.6K.
  • Vanguard Health Care ETF made up 0.71% of JM2 Capital's portfolio in Q2 2026, its #36 holding.
  • JM2 Capital first reported a position in Vanguard Health Care ETF in Q4 2025 and has held it in 3 quarters since.
  • 696 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.