Mascagni Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Mascagni Wealth 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	$519K	Sell	1,735 -16	-0.9%	-$4.45K	0.32%	77
2026 Q1	$477K	Buy	1,751 +2	+0.1%	+$572	0.34%	73
2025 Q4	$503K	Buy	1,749 +256	+17%	+$71.5K	0.38%	66
2025 Q3	$388K	Sell	1,493 -140	-9%	-$35.1K	0.3%	80
2025 Q2	$406K	Sell	1,633 -23	-1%	-$5.68K	0.35%	75
2025 Q1	$438K	Hold	1,656	–	–	0.44%	66
2024 Q4	$438K	Buy	+1,656	New	+$446K	0.44%	66

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

Mascagni Wealth Management's VHT Position: Q2 2026 in Review

Mascagni Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 0.91% in Q2 2026, selling an estimated $4.45K and leaving 1,735 shares worth $519K. The position accounts for 0.32% of the portfolio, ranked #77.

Mascagni Wealth Management first reported a position in VHT in Q4 2024 and has held it in 7 quarters since. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Mascagni Wealth Management held 1,735 shares of Vanguard Health Care ETF worth $519K as of Q2 2026.
Mascagni Wealth Management sold 16 Vanguard Health Care ETF shares in Q2 2026, an estimated $4.45K.
Vanguard Health Care ETF made up 0.32% of Mascagni Wealth Management's portfolio in Q2 2026, its #77 holding.
Mascagni Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 7 quarters since.
1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

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