Mogy Joel R Investment Counsel’s Vanguard Health Care ETF VHT Stock Holding History

Mogy Joel R Investment Counsel’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	$12.3K	Buy	+41	New	+$11.4K	﹤0.01%	118

Other funds holding VHT

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WAG

Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Mogy Joel R Investment Counsel's VHT Position: Q2 2026 in Review

Mogy Joel R Investment Counsel opened a new position in Vanguard Health Care ETF (VHT) in Q2 2026: 41 shares worth $12.3K. The stake represents ﹤0.01% of the portfolio and ranks #118 among its holdings.

522 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Mogy Joel R Investment Counsel held 41 shares of Vanguard Health Care ETF worth $12.3K as of Q2 2026.
Vanguard Health Care ETF was a new Mogy Joel R Investment Counsel position in Q2 2026.
Vanguard Health Care ETF made up ﹤0.01% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #118 holding.
522 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.