Linscomb Wealth’s Vanguard Health Care ETF VHT Stock Holding History

Linscomb Wealth’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	$200K	Buy	+670	New	+$186K	0.01%	309
2026 Q1	–	Sell	-714	Closed	-$206K	–	358
2025 Q4	$206K	Buy	+714	New	+$199K	0.01%	299
2024 Q4	–	Sell	-919	Closed	-$259K	–	298
2024 Q3	$259K	Sell	919 -14	-2%	-$3.89K	0.01%	267
2024 Q2	$248K	Sell	933 -29	-3%	-$7.6K	0.01%	267
2024 Q1	$260K	Sell	962 -37	-4%	-$9.72K	0.01%	258
2023 Q4	$250K	Buy	999 +1	+0.1%	+$237	0.01%	258
2023 Q3	$235K	Sell	998 -53	-5%	-$12.9K	0.01%	253
2023 Q2	$257K	Hold	1,051	–	–	0.01%	260
2023 Q1	$251K	Hold	1,051	–	–	0.01%	270
2022 Q4	$261K	Buy	1,051 +1	+0.1%	+$242	0.01%	301
2022 Q3	$235K	Hold	1,050	–	–	0.01%	262
2022 Q2	$247K	Sell	1,050 -51	-5%	-$12.3K	0.01%	267
2022 Q1	$280K	Hold	1,101	–	–	0.01%	299
2021 Q4	$293K	Sell	1,101 -15	-1%	-$3.83K	0.01%	280
2021 Q3	$276K	Sell	1,116 -31	-3%	-$7.95K	0.01%	280
2021 Q2	$284K	Buy	+1,147	New	+$274K	0.01%	278

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

Linscomb Wealth's VHT Position: Q2 2026 in Review

Linscomb Wealth opened a new position in Vanguard Health Care ETF (VHT) in Q2 2026: 670 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #309 among its holdings. This is a return to the name: Linscomb Wealth previously reported a position in VHT as recently as Q4 2025.

Linscomb Wealth first reported a position in VHT in Q2 2021 and has held it in 16 quarters since. The position peaked at $293K in Q4 2021. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Linscomb Wealth held 670 shares of Vanguard Health Care ETF worth $200K as of Q2 2026.
Vanguard Health Care ETF was a new Linscomb Wealth position in Q2 2026.
Vanguard Health Care ETF made up 0.01% of Linscomb Wealth's portfolio in Q2 2026, its #309 holding.
Linscomb Wealth first reported a position in Vanguard Health Care ETF in Q2 2021 and has held it in 16 quarters since.
Linscomb Wealth's Vanguard Health Care ETF position peaked at $293K in Q4 2021.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.