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

MinichMacGregor 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
2025 Q2	–	Sell	-1,668	Closed	-$442K	–	143
2025 Q1	$442K	Buy	1,668 +6	+0.4%	+$1.6K	0.1%	71
2024 Q4	$422K	Buy	1,662 +242	+17%	+$65.2K	0.09%	75
2024 Q3	$401K	Sell	1,420 -551	-28%	-$153K	0.09%	74
2024 Q2	$524K	Hold	1,971	–	–	0.13%	62
2024 Q1	$529K	Sell	1,971 -509	-21%	-$134K	0.13%	63
2023 Q4	$622K	Buy	2,480 +530	+27%	+$126K	0.18%	52
2023 Q3	$459K	Buy	1,950 +7	+0.4%	+$1.71K	0.15%	60
2023 Q2	$476K	Hold	1,943	–	–	0.15%	60
2023 Q1	$463K	Buy	+1,943	New	+$468K	0.15%	60
2016 Q4	–	Sell	-66	Closed	-$8K	–	505
2016 Q3	$8K	Hold	66	–	–	0.01%	304
2016 Q2	$8K	Hold	66	–	–	0.01%	294
2016 Q1	$8K	Buy	66 +1	+2%	+$122	0.01%	282
2015 Q4	$9K	Buy	+65	New	+$8.47K	0.01%	249

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

MinichMacGregor Wealth Management's VHT Position: Q2 2025 in Review

MinichMacGregor Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q2 2025, closing a stake of 1,668 shares — an estimated $442K sold.

MinichMacGregor Wealth Management first reported a position in VHT in Q4 2015 and held it in 13 quarters. The position peaked at $622K in Q4 2023. 1,018 funds tracked by Wall St. Rank hold VHT as of Q2 2025.

MinichMacGregor Wealth Management reported no remaining Vanguard Health Care ETF position as of Q2 2025 after selling out during the quarter.
MinichMacGregor Wealth Management sold 1,668 Vanguard Health Care ETF shares in Q2 2025, an estimated $442K.
MinichMacGregor Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Vanguard Health Care ETF position peaked at $622K in Q4 2023.
1,018 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2025.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.