Medallion Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Medallion 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	$135K	Sell	452 -693	-61%	-$193K	0.04%	296
2026 Q1	$312K	Hold	1,145	–	–	0.1%	184
2025 Q4	$330K	Hold	1,145	–	–	0.11%	174
2025 Q3	$297K	Hold	1,145	–	–	0.11%	184
2025 Q2	$286K	Hold	1,145	–	–	0.11%	180
2025 Q1	$300K	Buy	1,145 +37	+3%	+$9.86K	0.14%	151
2024 Q4	$287K	Buy	+1,108	New	+$299K	0.14%	150

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

Medallion Wealth Advisors's VHT Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Vanguard Health Care ETF (VHT) stake by 61% in Q2 2026, selling an estimated $193K and leaving 452 shares worth $135K. The position accounts for 0.04% of the portfolio, ranked #296.

Medallion Wealth Advisors first reported a position in VHT in Q4 2024 and has held it in 7 quarters since. The position peaked at $330K in Q4 2025. 1,120 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Medallion Wealth Advisors held 452 shares of Vanguard Health Care ETF worth $135K as of Q2 2026.
Medallion Wealth Advisors sold 693 Vanguard Health Care ETF shares in Q2 2026, an estimated $193K.
Vanguard Health Care ETF made up 0.04% of Medallion Wealth Advisors's portfolio in Q2 2026, its #296 holding.
Medallion Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Vanguard Health Care ETF position peaked at $330K in Q4 2025.
1,120 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.