JF
VHT icon

Joule Financial’s Vanguard Health Care ETF VHT Stock Holding History

Joule Financial’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 		$3.16M Sell
10,567
-170
-2% -$47.3K 0.86% 19
2026
Q1 		$2.92M Buy
10,737
+148
+1% +$42.3K 0.85% 19
2025
Q4 		$3.05M Sell
10,589
-267
-2% -$74.6K 0.91% 19
2025
Q3 		$2.82M Buy
10,856
+322
+3% +$80.8K 0.84% 19
2025
Q2 		$2.62M Buy
10,534
+407
+4% +$101K 0.85% 20
2025
Q1 		$2.68M Buy
10,127
+943
+10% +$251K 0.94% 18
2024
Q4 		$2.33M Buy
9,184
+577
+7% +$155K 0.82% 21
2024
Q3 		$2.44M Buy
8,607
+1,697
+25% +$471K 0.89% 17
2024
Q2 		$1.84M Buy
6,910
+1,947
+39% +$510K 0.75% 20
2024
Q1 		$1.34M Sell
4,963
-410
-8% -$108K 0.55% 25
2023
Q4 		$1.35M Buy
5,373
+56
+1% +$13.3K 0.63% 22
2023
Q3 		$1.25M Sell
5,317
-2,723
-34% -$664K 0.64% 21
2023
Q2 		$1.98M Buy
8,040
+115
+1% +$28K 1.02% 12
2023
Q1 		$1.89M Sell
7,925
-7,238
-48% -$1.74M 1.01% 14
2022
Q4 		$3.76M Sell
15,163
-1,200
-7% -$291K 2.49% 16
2022
Q3 		$3.66M Buy
16,363
+241
+1% +$57.5K 2.75% 14
2022
Q2 		$3.8M Buy
+16,122
New +$3.89M 2.96% 14

Other funds holding VHT

AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Joule Financial's VHT Position: Q2 2026 in Review

Joule Financial reduced its Vanguard Health Care ETF (VHT) stake by 1.6% in Q2 2026, selling an estimated $47.3K and leaving 10,567 shares worth $3.16M. The position accounts for 0.86% of the portfolio, ranked #19.

Joule Financial first reported a position in VHT in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.8M in Q2 2022. 235 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Joule Financial held 10,567 shares of Vanguard Health Care ETF worth $3.16M as of Q2 2026.
  • Joule Financial sold 170 Vanguard Health Care ETF shares in Q2 2026, an estimated $47.3K.
  • Vanguard Health Care ETF made up 0.86% of Joule Financial's portfolio in Q2 2026, its #19 holding.
  • Joule Financial first reported a position in Vanguard Health Care ETF in Q2 2022 and has held it in 17 quarters since.
  • Joule Financial's Vanguard Health Care ETF position peaked at $3.8M in Q2 2022.
  • 235 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.