Level Four Advisory Services’s Vanguard Health Care ETF VHT Stock Holding History

Level Four Advisory Services’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	$726K	Sell	2,428 -117	-5%	-$32.5K	0.02%	510
2026 Q1	$693K	Buy	2,545 +586	+30%	+$168K	0.02%	504
2025 Q4	$564K	Buy	1,959 +291	+17%	+$81.3K	0.02%	543
2025 Q3	$433K	Sell	1,668 -90	-5%	-$22.6K	0.01%	597
2025 Q2	$437K	Sell	1,758 -10	-0.6%	-$2.47K	0.02%	559
2025 Q1	$468K	Buy	1,768 +644	+57%	+$172K	0.02%	514
2024 Q4	$285K	Sell	1,124 -1	-0.1%	-$269	0.01%	635
2024 Q3	$303K	Sell	1,125 -3	-0.3%	-$833	0.01%	625
2024 Q2	$300K	Sell	1,128 -2,778	-71%	-$728K	0.01%	614
2024 Q1	$979K	Hold	3,906	–	–	0.05%	304
2023 Q4	$979K	Buy	3,906 +8	+0.2%	+$1.9K	0.05%	300
2023 Q3	$916K	Buy	3,898 +53	+1%	+$12.9K	0.06%	297
2023 Q2	$941K	Hold	3,845	–	–	0.06%	309
2023 Q1	$917K	Buy	3,845 +66	+2%	+$15.9K	0.06%	297
2022 Q4	$937K	Buy	3,779 +507	+15%	+$123K	0.07%	256
2022 Q3	$732K	Sell	3,272 -128	-4%	-$30.6K	0.07%	249
2022 Q2	$801K	Sell	3,400 -212	-6%	-$51.1K	0.08%	255
2022 Q1	$919K	Hold	3,612	–	–	0.07%	259
2021 Q4	$962K	Buy	3,612 +2,458	+213%	+$627K	0.07%	264
2021 Q3	$285K	Sell	1,154 -321	-22%	-$82.3K	0.03%	401
2021 Q2	$365K	Sell	1,475 -469	-24%	-$112K	0.03%	487
2021 Q1	$445K	Buy	1,944 +83	+4%	+$19K	0.03%	408
2020 Q4	$416K	Sell	1,861 -9,917	-84%	-$2.12M	0.03%	400
2020 Q3	$2.4M	Sell	11,778 -763	-6%	-$154K	0.19%	127
2020 Q2	$2.41M	Sell	12,541 -160	-1%	-$30K	0.19%	132
2020 Q1	$2.11M	Sell	12,701 -1,576	-11%	-$288K	0.25%	103
2019 Q4	$2.73M	Buy	14,277 +166	+1%	+$29.8K	0.11%	190
2019 Q3	$2.37M	Buy	14,111 +520	+4%	+$89K	0.24%	90
2019 Q2	$2.36M	Buy	13,591 +2,007	+17%	+$339K	0.24%	95
2019 Q1	$2M	Buy	11,584 +700	+6%	+$119K	0.22%	102
2018 Q4	$1.75M	Sell	10,884 -67	-0.6%	-$11.4K	0.22%	106
2018 Q3	$1.98M	Buy	10,951 +397	+4%	+$68.2K	0.21%	112
2018 Q2	$1.68M	Sell	10,554 -204	-2%	-$32.1K	0.12%	164
2018 Q1	$1.65M	Buy	10,758 +1,727	+19%	+$276K	0.13%	153
2017 Q4	$1.39M	Buy	9,031 +795	+10%	+$122K	0.11%	174
2017 Q3	$1.25M	Buy	8,236 +786	+11%	+$117K	0.11%	177
2017 Q2	$1.02M	Hold	7,450	–	–	0.16%	142
2017 Q1	$1.02M	Buy	7,450 +5,278	+243%	+$711K	0.1%	197
2016 Q4	$275K	Buy	+2,172	New	+$277K	0.04%	382

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

Level Four Advisory Services's VHT Position: Q2 2026 in Review

Level Four Advisory Services reduced its Vanguard Health Care ETF (VHT) stake by 4.6% in Q2 2026, selling an estimated $32.5K and leaving 2,428 shares worth $726K. The position accounts for 0.02% of the portfolio, ranked #510.

Level Four Advisory Services first reported a position in VHT in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.73M in Q4 2019. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Level Four Advisory Services held 2,428 shares of Vanguard Health Care ETF worth $726K as of Q2 2026.
Level Four Advisory Services sold 117 Vanguard Health Care ETF shares in Q2 2026, an estimated $32.5K.
Vanguard Health Care ETF made up 0.02% of Level Four Advisory Services's portfolio in Q2 2026, its #510 holding.
Level Four Advisory Services first reported a position in Vanguard Health Care ETF in Q4 2016 and has held it in 39 quarters since.
Level Four Advisory Services's Vanguard Health Care ETF position peaked at $2.73M in Q4 2019.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.