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John A. Wolfe & Associates’s Vanguard Health Care ETF VHT Stock Holding History

John A. Wolfe & 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 		$1.05M Buy
3,501
+13
+0.4% +$3.61K 1.44% 15
2026
Q1 		$950K Sell
3,488
-173
-5% -$49.5K 1.46% 15
2025
Q4 		$1.05M Buy
+3,661
New +$1.02M 0.57% 17

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

John A. Wolfe & Associates's VHT Position: Q2 2026 in Review

John A. Wolfe & Associates increased its Vanguard Health Care ETF (VHT) stake by 0.37% in Q2 2026, buying an estimated $3.61K and bringing the position to 3,501 shares worth $1.05M. The position accounts for 1.44% of the portfolio, ranked #15.

John A. Wolfe & Associates first reported a position in VHT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.05M in Q4 2025. 1,111 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • John A. Wolfe & Associates held 3,501 shares of Vanguard Health Care ETF worth $1.05M as of Q2 2026.
  • John A. Wolfe & Associates bought 13 Vanguard Health Care ETF shares in Q2 2026, an estimated $3.61K.
  • Vanguard Health Care ETF made up 1.44% of John A. Wolfe & Associates's portfolio in Q2 2026, its #15 holding.
  • John A. Wolfe & Associates first reported a position in Vanguard Health Care ETF in Q4 2025 and has held it in 3 quarters since.
  • John A. Wolfe & Associates's Vanguard Health Care ETF position peaked at $1.05M in Q4 2025.
  • 1,111 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on John A. Wolfe & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.