McIntyre, Freedman & Flynn Investment Advisers’s Vanguard Health Care ETF VHT Stock Holding History

McIntyre, Freedman & Flynn Investment Advisers’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	$1.02M	Sell	3,399 -806	-19%	-$224K	0.61%	45
2026 Q1	$1.15M	Sell	4,205 -80	-2%	-$22.9K	0.65%	43
2025 Q4	$1.23M	Sell	4,285 -100	-2%	-$27.9K	0.77%	40
2025 Q3	$1.14M	Sell	4,385 -20	-0.5%	-$5.02K	0.68%	42
2025 Q2	$1.09M	Hold	4,405	–	–	0.77%	39
2025 Q1	$1.17M	Hold	4,405	–	–	0.86%	37
2024 Q4	$1.12M	Hold	4,405	–	–	0.83%	37
2024 Q3	$1.24M	Sell	4,405 -175	-4%	-$48.6K	0.89%	34
2024 Q2	$1.22M	Hold	4,580	–	–	0.88%	36
2024 Q1	$1.24M	Sell	4,580 -300	-6%	-$78.8K	0.9%	36
2023 Q4	$1.22M	Hold	4,880	–	–	0.98%	37
2023 Q3	$1.15M	Sell	4,880 -100	-2%	-$24.4K	0.97%	36
2023 Q2	$1.22M	Sell	4,980 -25	-0.5%	-$6.08K	1.04%	35
2023 Q1	$1.19M	Sell	5,005 -1,750	-26%	-$421K	1.01%	37
2022 Q4	$1.68M	Buy	+6,755	New	+$1.64M	1.39%	30

Other funds holding VHT

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

McIntyre, Freedman & Flynn Investment Advisers's VHT Position: Q2 2026 in Review

McIntyre, Freedman & Flynn Investment Advisers reduced its Vanguard Health Care ETF (VHT) stake by 19% in Q2 2026, selling an estimated $224K and leaving 3,399 shares worth $1.02M. The position accounts for 0.61% of the portfolio, ranked #45.

McIntyre, Freedman & Flynn Investment Advisers first reported a position in VHT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.68M in Q4 2022. 914 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

McIntyre, Freedman & Flynn Investment Advisers held 3,399 shares of Vanguard Health Care ETF worth $1.02M as of Q2 2026.
McIntyre, Freedman & Flynn Investment Advisers sold 806 Vanguard Health Care ETF shares in Q2 2026, an estimated $224K.
Vanguard Health Care ETF made up 0.61% of McIntyre, Freedman & Flynn Investment Advisers's portfolio in Q2 2026, its #45 holding.
McIntyre, Freedman & Flynn Investment Advisers first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 15 quarters since.
McIntyre, Freedman & Flynn Investment Advisers's Vanguard Health Care ETF position peaked at $1.68M in Q4 2022.
914 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on McIntyre, Freedman & Flynn Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.