JBA
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Johnson Bixby & Associates’s Vanguard Health Care ETF VHT Stock Holding History

Johnson Bixby & 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 		– Sell
-745
Closed -$203K – 138
2026
Q1 		$203K Buy
745
+20
+3% +$5.72K 0.03% 124
2025
Q4 		$209K Buy
+725
New +$203K 0.03% 119
2025
Q3 		– Sell
-1,411
Closed -$350K – 124
2025
Q2 		$350K Sell
1,411
-240
-15% -$59.3K 0.05% 87
2025
Q1 		$437K Sell
1,651
-547
-25% -$146K 0.07% 75
2024
Q4 		$558K Sell
2,198
-14
-0.6% -$3.77K 0.09% 63
2024
Q3 		$624K Sell
2,212
-338
-13% -$93.9K 0.1% 58
2024
Q2 		$678K Sell
2,550
-456
-15% -$120K 0.11% 54
2024
Q1 		$813K Sell
3,006
-26,212
-90% -$6.89M 0.14% 49
2023
Q4 		$7.33M Sell
29,218
-4,756
-14% -$1.13M 1.38% 17
2023
Q3 		$7.99M Sell
33,974
-2,077
-6% -$506K 1.66% 15
2023
Q2 		$8.83M Sell
36,051
-3,029
-8% -$737K 1.83% 14
2023
Q1 		$9.32M Sell
39,080
-10,896
-22% -$2.62M 2.06% 14
2022
Q4 		$12.4M Buy
49,976
+1,647
+3% +$399K 2.88% 13
2022
Q3 		$10.8M Buy
48,329
+959
+2% +$229K 2.71% 13
2022
Q2 		$11.2M Buy
47,370
+2,288
+5% +$551K 2.72% 11
2022
Q1 		$11.5M Buy
45,082
+1,982
+5% +$490K 2.96% 11
2021
Q4 		$11.5M Buy
43,100
+3,592
+9% +$916K 3.04% 12
2021
Q3 		$9.77M Buy
39,508
+945
+2% +$242K 2.83% 13
2021
Q2 		$9.99M Buy
38,563
+3,700
+11% +$884K 2.89% 13
2021
Q1 		$7.97M Buy
34,863
+2,204
+7% +$505K 2.52% 12
2020
Q4 		$7.31M Buy
+32,659
New +$6.98M 2.42% 12

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

Johnson Bixby & Associates's VHT Position: Q2 2026 in Review

Johnson Bixby & Associates sold out of Vanguard Health Care ETF (VHT) in Q2 2026, closing a stake of 745 shares — an estimated $203K sold.

Johnson Bixby & Associates first reported a position in VHT in Q4 2020 and held it in 21 quarters. The position peaked at $12.4M in Q4 2022. 1,113 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Johnson Bixby & Associates reported no remaining Vanguard Health Care ETF position as of Q2 2026 after selling out during the quarter.
  • Johnson Bixby & Associates sold 745 Vanguard Health Care ETF shares in Q2 2026, an estimated $203K.
  • Johnson Bixby & Associates first reported a position in Vanguard Health Care ETF in Q4 2020 and held it in 21 quarters.
  • Johnson Bixby & Associates's Vanguard Health Care ETF position peaked at $12.4M in Q4 2022.
  • 1,113 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.