JMG Financial Group’s Vanguard Health Care ETF VHT Stock Holding History

JMG Financial Group’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	$200K	Buy	+670	New	+$186K	﹤0.01%	137
2025 Q2	–	Sell	-783	Closed	-$207K	–	126
2025 Q1	$207K	Buy	+783	New	+$209K	0.01%	116
2024 Q4	–	Sell	-973	Closed	-$275K	–	116
2024 Q3	$275K	Sell	973 -157	-14%	-$43.6K	0.01%	109
2024 Q2	$300K	Buy	1,130 +194	+21%	+$50.9K	0.01%	103
2024 Q1	$253K	Hold	936	–	–	0.01%	111
2023 Q4	$235K	Buy	+936	New	+$222K	0.01%	113
2023 Q3	–	Sell	-828	Closed	-$203K	–	114
2023 Q2	$203K	Sell	828 -150	-15%	-$36.5K	0.01%	109
2023 Q1	$233K	Sell	978 -1,263	-56%	-$304K	0.01%	102
2022 Q4	$556K	Sell	2,241 -119	-5%	-$28.9K	0.03%	71
2022 Q3	$528K	Hold	2,360	–	–	0.03%	69
2022 Q2	$556K	Buy	+2,360	New	+$569K	0.03%	67

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

JMG Financial Group's VHT Position: Q2 2026 in Review

JMG Financial Group opened a new position in Vanguard Health Care ETF (VHT) in Q2 2026: 670 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #137 among its holdings. This is a return to the name: JMG Financial Group previously reported a position in VHT as recently as Q1 2025.

JMG Financial Group first reported a position in VHT in Q2 2022 and has held it in 11 quarters since. The position peaked at $556K in Q4 2022. 1,120 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

JMG Financial Group held 670 shares of Vanguard Health Care ETF worth $200K as of Q2 2026.
Vanguard Health Care ETF was a new JMG Financial Group position in Q2 2026.
Vanguard Health Care ETF made up ﹤0.01% of JMG Financial Group's portfolio in Q2 2026, its #137 holding.
JMG Financial Group first reported a position in Vanguard Health Care ETF in Q2 2022 and has held it in 11 quarters since.
JMG Financial Group's Vanguard Health Care ETF position peaked at $556K in Q4 2022.
1,120 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on JMG Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.