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Leavell Investment Management’s Vanguard Health Care ETF VHT Stock Holding History

Leavell Investment 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 		$572K Sell
1,912
-92
-5% -$25.6K 0.02% 413
2026
Q1 		$546K Sell
2,004
-498
-20% -$142K 0.02% 403
2025
Q4 		$720K Sell
2,502
-110
-4% -$30.7K 0.03% 344
2025
Q3 		$678K Sell
2,612
-599
-19% -$150K 0.03% 362
2025
Q2 		$797K Sell
3,211
-171
-5% -$42.3K 0.04% 329
2025
Q1 		$895K Buy
3,382
+18
+0.5% +$4.79K 0.04% 295
2024
Q4 		$853K Buy
3,364
+378
+13% +$102K 0.04% 300
2024
Q3 		$846K Sell
2,986
-50
-2% -$13.9K 0.04% 313
2024
Q2 		$811K Buy
3,036
+11
+0.4% +$2.88K 0.04% 296
2024
Q1 		$818K Sell
3,025
-648
-18% -$170K 0.05% 292
2023
Q4 		$921K Buy
3,673
+80
+2% +$18.9K 0.06% 271
2023
Q3 		$848K Sell
3,593
-140
-4% -$34.1K 0.06% 271
2023
Q2 		$917K Sell
3,733
-172
-4% -$41.8K 0.06% 262
2023
Q1 		$931K Hold
3,905
– – 0.07% 250
2022
Q4 		$969K Sell
3,905
-243
-6% -$58.9K 0.07% 240
2022
Q3 		$931K Buy
4,148
+426
+11% +$102K 0.07% 231
2022
Q2 		$877K Buy
3,722
+9
+0.2% +$2.17K 0.07% 239
2022
Q1 		$945K Buy
3,713
+40
+1% +$9.88K 0.06% 248
2021
Q4 		$979K Buy
3,673
+200
+6% +$51K 0.07% 242
2021
Q3 		$861K Hold
3,473
– – 0.06% 239
2021
Q2 		$794K Hold
3,473
– – 0.06% 232
2021
Q1 		$794K Buy
3,473
+100
+3% +$22.9K 0.06% 232
2020
Q4 		$755K Buy
3,373
+210
+7% +$44.9K 0.07% 226
2020
Q3 		$645K Buy
3,163
+3
+0.1% +$607 0.06% 234
2020
Q2 		$609K Buy
3,160
+375
+13% +$70.4K 0.06% 233
2020
Q1 		$463K Buy
2,785
+260
+10% +$47.5K 0.05% 247
2019
Q4 		$484K Sell
2,525
-150
-6% -$26.9K 0.05% 268
2019
Q3 		$450K Hold
2,675
– – 0.05% 274
2019
Q2 		$465K Sell
2,675
-100
-4% -$16.9K 0.05% 268
2019
Q1 		$479K Hold
2,775
– – 0.05% 263
2018
Q4 		$446K Hold
2,775
– – 0.06% 249
2018
Q3 		$501K Buy
2,775
+200
+8% +$34.4K 0.05% 257
2018
Q2 		$411K Buy
2,575
+225
+10% +$35.4K 0.05% 277
2018
Q1 		$361K Sell
2,350
-350
-13% -$55.9K 0.04% 293
2017
Q4 		$416K Hold
2,700
– – 0.05% 281
2017
Q3 		$411K Hold
2,700
– – 0.05% 273
2017
Q2 		$398K Buy
2,700
+50
+2% +$7.07K 0.05% 277
2017
Q1 		$365K Hold
2,650
– – 0.05% 277
2016
Q4 		$336K Sell
2,650
-100
-4% -$12.8K 0.05% 286
2016
Q3 		$365K Sell
2,750
-550
-17% -$74.1K 0.05% 279
2016
Q2 		$431K Sell
3,300
-400
-11% -$51.3K 0.06% 258
2016
Q1 		$456K Hold
3,700
– – 0.07% 241
2015
Q4 		$492K Hold
3,700
– – 0.07% 226
2015
Q3 		$453K Buy
3,700
+75
+2% +$10.3K 0.07% 237
2015
Q2 		$507K Buy
3,625
+700
+24% +$96.7K 0.08% 235
2015
Q1 		$396K Hold
2,925
– – 0.06% 283
2014
Q4 		$367K Buy
2,925
+60
+2% +$7.37K 0.06% 295
2014
Q3 		$335K Buy
2,865
+690
+32% +$79.1K 0.05% 294
2014
Q2 		$243K Sell
2,175
-300
-12% -$32.1K 0.04% 354
2014
Q1 		$265K Hold
2,475
– – 0.04% 336
2013
Q4 		$250K Buy
2,475
+25
+1% +$2.45K 0.04% 343
2013
Q3 		$228K Hold
2,450
– – 0.04% 346
2013
Q2 		$212K Buy
+2,450
New +$211K 0.04% 353

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

Leavell Investment Management's VHT Position: Q2 2026 in Review

Leavell Investment Management reduced its Vanguard Health Care ETF (VHT) stake by 4.6% in Q2 2026, selling an estimated $25.6K and leaving 1,912 shares worth $572K. The position accounts for 0.02% of the portfolio, ranked #413.

Leavell Investment Management first reported a position in VHT in Q2 2013 and has held it in 53 quarters since. The position peaked at $979K in Q4 2021. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Leavell Investment Management held 1,912 shares of Vanguard Health Care ETF worth $572K as of Q2 2026.
  • Leavell Investment Management sold 92 Vanguard Health Care ETF shares in Q2 2026, an estimated $25.6K.
  • Vanguard Health Care ETF made up 0.02% of Leavell Investment Management's portfolio in Q2 2026, its #413 holding.
  • Leavell Investment Management first reported a position in Vanguard Health Care ETF in Q2 2013 and has held it in 53 quarters since.
  • Leavell Investment Management's Vanguard Health Care ETF position peaked at $979K in Q4 2021.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.