Meridian Financial’s Vanguard Health Care ETF VHT Stock Holding History

Meridian Financial’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
2025 Q2	–	Sell	-774	Closed	-$205K	–	130
2025 Q1	$205K	Buy	+774	New	+$206K	0.14%	118
2024 Q4	–	Sell	-774	Closed	-$218K	–	128
2024 Q3	$218K	Hold	774	–	–	0.15%	123
2024 Q2	$206K	Hold	774	–	–	0.15%	120
2024 Q1	$209K	Buy	+774	New	+$203K	0.16%	118
2023 Q1	–	Sell	-808	Closed	-$200K	–	98
2022 Q4	$200K	Buy	+808	New	+$196K	0.21%	89
2022 Q1	–	Sell	-783	Closed	-$209K	–	102
2021 Q4	$209K	Buy	+783	New	+$200K	0.19%	93

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Meridian Financial's VHT Position: Q2 2025 in Review

Meridian Financial sold out of Vanguard Health Care ETF (VHT) in Q2 2025, closing a stake of 774 shares — an estimated $205K sold.

Meridian Financial first reported a position in VHT in Q4 2021 and held it in 6 quarters. The position peaked at $218K in Q3 2024. 1,018 funds tracked by Wall St. Rank hold VHT as of Q2 2025.

Meridian Financial reported no remaining Vanguard Health Care ETF position as of Q2 2025 after selling out during the quarter.
Meridian Financial sold 774 Vanguard Health Care ETF shares in Q2 2025, an estimated $205K.
Meridian Financial first reported a position in Vanguard Health Care ETF in Q4 2021 and held it in 6 quarters.
Meridian Financial's Vanguard Health Care ETF position peaked at $218K in Q3 2024.
1,018 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2025.

Based on Meridian Financial's 13F filing for Q2 2025, filed 16 Jul 2025.