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

Mascoma 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 		$19.4K Hold
65
– – ﹤0.01% 264
2026
Q1 		$17.7K Hold
65
– – ﹤0.01% 273
2025
Q4 		$18.7K Hold
65
– – ﹤0.01% 265
2025
Q3 		$16.9K Sell
65
-169
-72% -$42.4K ﹤0.01% 277
2025
Q2 		$58.1K Hold
234
– – 0.01% 176
2025
Q1 		$61.9K Hold
234
– – 0.02% 173
2024
Q4 		$59.4K Buy
234
+65
+38% +$17.5K 0.01% 183
2024
Q3 		$47.7K Sell
169
-25
-13% -$6.94K 0.01% 194
2024
Q2 		$51.6K Hold
194
– – 0.01% 188
2024
Q1 		$52.5K Sell
194
-81
-29% -$21.3K 0.01% 179
2023
Q4 		$68.9K Hold
275
– – 0.02% 157
2023
Q3 		$64.7K Hold
275
– – 0.02% 160
2023
Q2 		$68K Sell
275
-114
-29% -$27.7K 0.02% 163
2023
Q1 		$95.7K Hold
389
– – 0.03% 166
2022
Q4 		$96.5K Hold
389
– – 0.03% 164
2022
Q3 		$87K Hold
389
– – 0.03% 177
2022
Q2 		$92K Sell
389
-499
-56% -$120K 0.03% 176
2022
Q1 		$226K Hold
888
– – 0.07% 114
2021
Q4 		$237K Buy
888
+75
+9% +$19.1K 0.08% 97
2021
Q3 		$201K Buy
+813
New +$209K 0.08% 102
2021
Q2 		– Sell
-693
Closed -$159K – 416
2021
Q1 		$159K Buy
+693
New +$159K 0.07% 120
2019
Q3 		– Sell
-928
Closed -$161K – 325
2019
Q2 		$161K Hold
928
– – 0.1% 86
2019
Q1 		$160K Hold
928
– – 0.11% 78
2018
Q4 		$149K Buy
928
+140
+18% +$23.7K 0.11% 75
2018
Q3 		$142K Buy
788
+260
+49% +$44.7K 0.09% 95
2018
Q2 		$84K Hold
528
– – 0.06% 123
2018
Q1 		$81K Hold
528
– – 0.05% 121
2017
Q4 		$86K Sell
528
-400
-43% -$61.4K 0.05% 120
2017
Q3 		$141K Hold
928
– – 0.09% 93
2017
Q2 		$137K Sell
928
-420
-31% -$59.4K 0.09% 94
2017
Q1 		$186K Hold
1,348
– – 0.13% 66
2016
Q4 		$171K Buy
+1,348
New +$172K 0.13% 70

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

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

Mascoma Wealth Management held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 65 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Mascoma Wealth Management first reported a position in VHT in Q4 2016 and has held it in 32 quarters since. The position peaked at $237K in Q4 2021. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Mascoma Wealth Management held 65 shares of Vanguard Health Care ETF worth $19.4K as of Q2 2026.
  • Mascoma Wealth Management left its Vanguard Health Care ETF share count unchanged in Q2 2026.
  • Vanguard Health Care ETF made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #264 holding.
  • Mascoma Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2016 and has held it in 32 quarters since.
  • Mascoma Wealth Management's Vanguard Health Care ETF position peaked at $237K in Q4 2021.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.