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Marshall & Sterling Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$12.6K Hold
42
– – 0.01% 229
2026
Q1 		$11.5K Hold
42
– – 0.01% 228
2025
Q4 		$12.2K Buy
42
+5
+14% +$1.4K 0.01% 222
2025
Q3 		$9.61K Sell
37
-13
-26% -$3.26K 0.01% 354
2025
Q2 		$11.8K Sell
50
-441
-90% -$109K 0.01% 304
2025
Q1 		$130K Sell
491
-217
-31% -$57.8K 0.09% 101
2024
Q4 		$179K Buy
+708
New +$191K 0.12% 85

Other funds holding VHT

AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's VHT Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 42 shares worth $12.6K. The position accounts for 0.01% of the portfolio, ranked #229.

Marshall & Sterling Wealth Advisors first reported a position in VHT in Q4 2024 and has held it in 7 quarters since. The position peaked at $179K in Q4 2024. 244 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 42 shares of Vanguard Health Care ETF worth $12.6K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Vanguard Health Care ETF share count unchanged in Q2 2026.
  • Vanguard Health Care ETF made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #229 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Vanguard Health Care ETF position peaked at $179K in Q4 2024.
  • 244 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.