Kelleher Financial Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Kelleher Financial Advisors’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	$1.08M	Buy	3,608 +1,146	+47%	+$319K	0.15%	114
2026 Q1	$670K	Hold	2,462	–	–	0.17%	95
2025 Q4	$709K	Hold	2,462	–	–	0.16%	94
2025 Q3	$639K	Sell	2,462 -36	-1%	-$9.03K	0.16%	90
2025 Q2	$620K	Sell	2,498 -406	-14%	-$100K	0.22%	65
2025 Q1	$769K	Hold	2,904	–	–	0.31%	51
2024 Q4	$737K	Buy	2,904 +160	+6%	+$43.1K	0.28%	49
2024 Q3	$774K	Buy	2,744 +1,048	+62%	+$291K	0.3%	52
2024 Q2	$451K	Buy	+1,696	New	+$445K	0.19%	75

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

Kelleher Financial Advisors's VHT Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Vanguard Health Care ETF (VHT) stake by 47% in Q2 2026, buying an estimated $319K and bringing the position to 3,608 shares worth $1.08M. The position accounts for 0.15% of the portfolio, ranked #114.

Kelleher Financial Advisors first reported a position in VHT in Q2 2024 and has held it in 9 quarters since. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Kelleher Financial Advisors held 3,608 shares of Vanguard Health Care ETF worth $1.08M as of Q2 2026.
Kelleher Financial Advisors bought 1,146 Vanguard Health Care ETF shares in Q2 2026, an estimated $319K.
Vanguard Health Care ETF made up 0.15% of Kelleher Financial Advisors's portfolio in Q2 2026, its #114 holding.
Kelleher Financial Advisors first reported a position in Vanguard Health Care ETF in Q2 2024 and has held it in 9 quarters since.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.