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KMG Fiduciary Partners’s Vanguard Health Care ETF VHT Stock Holding History

KMG Fiduciary Partners’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 		$434K Buy
1,453
+232
+19% +$64.5K 0.04% 160
2026
Q1 		$333K Sell
1,221
-5
-0.4% -$1.43K 0.02% 223
2025
Q4 		$353K Sell
1,226
-169
-12% -$47.2K 0.03% 220
2025
Q3 		$362K Buy
1,395
+15
+1% +$3.76K 0.02% 251
2025
Q2 		$343K Buy
1,380
+20
+1% +$4.94K 0.03% 251
2025
Q1 		$360K Buy
1,360
+207
+18% +$55.1K 0.03% 240
2024
Q4 		$293K Sell
1,153
-45
-4% -$12.1K 0.02% 245
2024
Q3 		$338K Buy
1,198
+22
+2% +$6.11K 0.03% 232
2024
Q2 		$313K Buy
1,176
+25
+2% +$6.55K 0.03% 209
2024
Q1 		$311K Buy
1,151
+6
+0.5% +$1.58K 0.03% 201
2023
Q4 		$287K Buy
1,145
+4
+0.4% +$947 0.03% 206
2023
Q3 		$268K Sell
1,141
-15
-1% -$3.66K 0.04% 204
2023
Q2 		$283K Sell
1,156
-11
-0.9% -$2.68K 0.04% 204
2023
Q1 		$278K Buy
1,167
+1
+0.1% +$241 0.04% 204
2022
Q4 		$289K Buy
1,166
+8
+0.7% +$1.94K 0.05% 204
2022
Q3 		$259K Buy
1,158
+30
+3% +$7.16K 0.05% 174
2022
Q2 		$266K Buy
1,128
+9
+0.8% +$2.17K 0.05% 180
2022
Q1 		$285K Buy
1,119
+2
+0.2% +$494 0.05% 180
2021
Q4 		$298K Buy
1,117
+27
+2% +$6.88K 0.05% 171
2021
Q3 		$269K Buy
1,090
+97
+10% +$24.9K 0.05% 175
2021
Q2 		$245K Buy
+993
New +$237K 0.04% 183

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 22.9% 1-Year Est. Return

KMG Fiduciary Partners's VHT Position: Q2 2026 in Review

KMG Fiduciary Partners increased its Vanguard Health Care ETF (VHT) stake by 19% in Q2 2026, buying an estimated $64.5K and bringing the position to 1,453 shares worth $434K. The position accounts for 0.04% of the portfolio, ranked #160.

KMG Fiduciary Partners first reported a position in VHT in Q2 2021 and has held it in 21 quarters since. 1,122 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • KMG Fiduciary Partners held 1,453 shares of Vanguard Health Care ETF worth $434K as of Q2 2026.
  • KMG Fiduciary Partners bought 232 Vanguard Health Care ETF shares in Q2 2026, an estimated $64.5K.
  • Vanguard Health Care ETF made up 0.04% of KMG Fiduciary Partners's portfolio in Q2 2026, its #160 holding.
  • KMG Fiduciary Partners first reported a position in Vanguard Health Care ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,122 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.