Joel Isaacson & Co’s Vanguard Health Care ETF VHT Stock Holding History

Joel Isaacson & Co’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	$433K	Sell	1,448 -4	-0.3%	-$1.11K	0.01%	322
2026 Q1	$395K	Buy	1,452 +4	+0.3%	+$1.14K	0.01%	317
2025 Q4	$417K	Buy	1,448 +48	+3%	+$13.4K	0.01%	311
2025 Q3	$364K	Buy	1,400 +3	+0.2%	+$753	0.01%	314
2025 Q2	$347K	Buy	1,397 +3	+0.2%	+$741	0.01%	306
2025 Q1	$369K	Buy	1,394 +2	+0.1%	+$533	0.02%	281
2024 Q4	$353K	Buy	+1,392	New	+$375K	0.02%	274

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 22.9% 1-Year Est. Return

Joel Isaacson & Co's VHT Position: Q2 2026 in Review

Joel Isaacson & Co reduced its Vanguard Health Care ETF (VHT) stake by 0.28% in Q2 2026, selling an estimated $1.11K and leaving 1,448 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #322.

Joel Isaacson & Co first reported a position in VHT in Q4 2024 and has held it in 7 quarters since. 1,122 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Joel Isaacson & Co held 1,448 shares of Vanguard Health Care ETF worth $433K as of Q2 2026.
Joel Isaacson & Co sold 4 Vanguard Health Care ETF shares in Q2 2026, an estimated $1.11K.
Vanguard Health Care ETF made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #322 holding.
Joel Isaacson & Co first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 7 quarters since.
1,122 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.