Kiley Juergens Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Kiley Juergens Wealth Management’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	$1.48M	Sell	4,963 -180	-3%	-$50K	0.23%	80
2026 Q1	$1.4M	Buy	+5,143	New	+$1.47M	0.25%	73
2018 Q4	–	Sell	-867	Closed	-$156K	–	627
2018 Q3	$156K	Hold	867	–	–	0.12%	118
2018 Q2	$138K	Buy	+867	New	+$136K	0.12%	110
2018 Q1	–	Sell	-767	Closed	-$118K	–	587
2017 Q4	$118K	Buy	+767	New	+$118K	0.11%	114

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

Kiley Juergens Wealth Management's VHT Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 3.5% in Q2 2026, selling an estimated $50K and leaving 4,963 shares worth $1.48M. The position accounts for 0.23% of the portfolio, ranked #80.

Kiley Juergens Wealth Management first reported a position in VHT in Q4 2017 and has held it in 5 quarters since. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Kiley Juergens Wealth Management held 4,963 shares of Vanguard Health Care ETF worth $1.48M as of Q2 2026.
Kiley Juergens Wealth Management sold 180 Vanguard Health Care ETF shares in Q2 2026, an estimated $50K.
Vanguard Health Care ETF made up 0.23% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #80 holding.
Kiley Juergens Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2017 and has held it in 5 quarters since.
1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.