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

Mission 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 		$2.64M Buy
8,831
+4,128
+88% +$1.15M 0.03% 261
2026
Q1 		$1.28M Sell
4,703
-467
-9% -$134K 0.03% 284
2025
Q4 		$1.49M Buy
5,170
+93
+2% +$26K 0.03% 261
2025
Q3 		$1.32M Buy
5,077
+578
+13% +$145K 0.03% 280
2025
Q2 		$1.12M Sell
4,499
-356
-7% -$88K 0.02% 308
2025
Q1 		$1.29M Buy
4,855
+307
+7% +$81.8K 0.03% 251
2024
Q4 		$1.15M Sell
4,548
-383
-8% -$103K 0.03% 257
2024
Q3 		$1.39M Sell
4,931
-286
-5% -$79.4K 0.03% 229
2024
Q2 		$1.39M Sell
5,217
-2,745
-34% -$720K 0.04% 216
2024
Q1 		$2.15M Buy
7,962
+2,700
+51% +$709K 0.06% 174
2023
Q4 		$1.32M Sell
5,262
-1,703
-24% -$403K 0.04% 197
2023
Q3 		$1.64M Sell
6,965
-706
-9% -$172K 0.06% 156
2023
Q2 		$1.88M Buy
7,671
+208
+3% +$50.6K 0.07% 140
2023
Q1 		$1.78M Buy
7,463
+722
+11% +$174K 0.07% 144
2022
Q4 		$1.67M Buy
6,741
+1,696
+34% +$411K 0.08% 136
2022
Q3 		$1.13M Buy
5,045
+20
+0.4% +$4.77K 0.06% 171
2022
Q2 		$1.18M Buy
5,025
+893
+22% +$215K 0.06% 170
2022
Q1 		$1.05M Sell
4,132
-595
-13% -$147K 0.05% 197
2021
Q4 		$1.26M Buy
4,727
+1,071
+29% +$273K 0.06% 168
2021
Q3 		$904K Buy
3,656
+121
+3% +$31K 0.05% 194
2021
Q2 		$874K Buy
3,535
+589
+20% +$141K 0.05% 188
2021
Q1 		$674K Buy
2,946
+962
+48% +$221K 0.04% 208
2020
Q4 		$444K Buy
+1,984
New +$424K 0.03% 263

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mission Wealth Management's VHT Position: Q2 2026 in Review

Mission Wealth Management increased its Vanguard Health Care ETF (VHT) stake by 88% in Q2 2026, buying an estimated $1.15M and bringing the position to 8,831 shares worth $2.64M. The position accounts for 0.03% of the portfolio, ranked #261.

Mission Wealth Management first reported a position in VHT in Q4 2020 and has held it in 23 quarters since. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Mission Wealth Management held 8,831 shares of Vanguard Health Care ETF worth $2.64M as of Q2 2026.
  • Mission Wealth Management bought 4,128 Vanguard Health Care ETF shares in Q2 2026, an estimated $1.15M.
  • Vanguard Health Care ETF made up 0.03% of Mission Wealth Management's portfolio in Q2 2026, its #261 holding.
  • Mission Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.