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

Modern 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	$767K	Buy	2,564 +896	+54%	+$249K	0.01%	586
2026 Q1	$458K	Sell	1,668 -338	-17%	-$96.6K	0.01%	594
2025 Q4	$577K	Buy	2,006 +155	+8%	+$43.3K	0.01%	505
2025 Q3	$480K	Sell	1,851 -201	-10%	-$50.4K	0.01%	516
2025 Q2	$510K	Sell	2,052 -657	-24%	-$162K	0.01%	476
2025 Q1	$717K	Sell	2,709 -185	-6%	-$49.3K	0.02%	356
2024 Q4	$734K	Sell	2,894 -2,930	-50%	-$789K	0.03%	303
2024 Q3	$1.64M	Sell	5,824 -680	-10%	-$189K	0.1%	128
2024 Q2	$1.73M	Buy	6,504 +5,468	+528%	+$1.43M	0.13%	96
2024 Q1	$280K	Buy	+1,036	New	+$272K	0.03%	247

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

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

Modern Wealth Management increased its Vanguard Health Care ETF (VHT) stake by 54% in Q2 2026, buying an estimated $249K and bringing the position to 2,564 shares worth $767K. The position accounts for 0.01% of the portfolio, ranked #586.

Modern Wealth Management first reported a position in VHT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.73M in Q2 2024. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Modern Wealth Management held 2,564 shares of Vanguard Health Care ETF worth $767K as of Q2 2026.
Modern Wealth Management bought 896 Vanguard Health Care ETF shares in Q2 2026, an estimated $249K.
Vanguard Health Care ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #586 holding.
Modern Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2024 and has held it in 10 quarters since.
Modern Wealth Management's Vanguard Health Care ETF position peaked at $1.73M in Q2 2024.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

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