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

McGlone Suttner 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	$645K	Sell	2,157 -564	-21%	-$157K	0.08%	111
2026 Q1	$741K	Sell	2,721 -317	-10%	-$90.6K	0.1%	96
2025 Q4	$874K	Sell	3,038 -344	-10%	-$96.1K	0.12%	82
2025 Q3	$878K	Sell	3,382 -17	-0.5%	-$4.26K	0.12%	81
2025 Q2	$844K	Sell	3,399 -94	-3%	-$23.2K	0.13%	81
2025 Q1	$925K	Buy	3,493 +3	+0.1%	+$799	0.15%	70
2024 Q4	$885K	Sell	3,490 -407	-10%	-$110K	0.15%	69
2024 Q3	$1.1M	Sell	3,897 -774	-17%	-$215K	0.23%	55
2024 Q2	$1.17M	Buy	4,671 +189	+4%	+$49.5K	0.24%	49
2024 Q1	$1.21M	Sell	4,482 -189	-4%	-$49.7K	0.23%	49
2023 Q4	$1.17M	Sell	4,671 -361	-7%	-$85.5K	0.23%	49
2023 Q3	$1.18M	Sell	5,032 -437	-8%	-$107K	0.27%	39
2023 Q2	$1.34M	Sell	5,469 -243	-4%	-$59.1K	0.31%	34
2023 Q1	$1.36M	Sell	5,712 -1,500	-21%	-$361K	0.35%	32
2022 Q4	$1.79M	Buy	+7,212	New	+$1.75M	0.57%	24

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

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

McGlone Suttner Wealth Management's VHT Position: Q2 2026 in Review

McGlone Suttner Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 21% in Q2 2026, selling an estimated $157K and leaving 2,157 shares worth $645K. The position accounts for 0.08% of the portfolio, ranked #111.

McGlone Suttner Wealth Management first reported a position in VHT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.79M in Q4 2022. 244 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

McGlone Suttner Wealth Management held 2,157 shares of Vanguard Health Care ETF worth $645K as of Q2 2026.
McGlone Suttner Wealth Management sold 564 Vanguard Health Care ETF shares in Q2 2026, an estimated $157K.
Vanguard Health Care ETF made up 0.08% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #111 holding.
McGlone Suttner Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 15 quarters since.
McGlone Suttner Wealth Management's Vanguard Health Care ETF position peaked at $1.79M in Q4 2022.
244 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.