MWP
VHT icon

Moller Wealth Partners’s Vanguard Health Care ETF VHT Stock Holding History

Moller Wealth Partners’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 		$498K Buy
1,665
+135
+9% +$37.5K 0.09% 46
2026
Q1 		$417K Buy
1,530
+160
+12% +$45.7K 0.08% 49
2025
Q4 		$394K Sell
1,370
-84
-6% -$23.5K 0.08% 48
2025
Q3 		$377K Buy
1,454
+205
+16% +$51.4K 0.08% 49
2025
Q2 		$310K Buy
1,249
+5
+0.4% +$1.24K 0.07% 52
2025
Q1 		$329K Buy
1,244
+4
+0.3% +$1.07K 0.08% 50
2024
Q4 		$315K Buy
1,240
+73
+6% +$19.7K 0.08% 47
2024
Q3 		$329K Buy
1,167
+4
+0.3% +$1.11K 0.08% 50
2024
Q2 		$309K Buy
1,163
+128
+12% +$33.6K 0.08% 52
2024
Q1 		$280K Buy
1,035
+3
+0.3% +$788 0.08% 44
2023
Q4 		$259K Buy
1,032
+8
+0.8% +$1.9K 0.07% 44
2023
Q3 		$241K Buy
1,024
+3
+0.3% +$731 0.08% 43
2023
Q2 		$250K Hold
1,021
– – 0.08% 45
2023
Q1 		$243K Buy
1,021
+4
+0.4% +$963 0.08% 45
2022
Q4 		$252K Sell
1,017
-56
-5% -$13.6K 0.08% 45
2022
Q3 		$240K Hold
1,073
– – 0.09% 41
2022
Q2 		$253K Buy
+1,073
New +$259K 0.09% 41

Other funds holding VHT

AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Moller Wealth Partners's VHT Position: Q2 2026 in Review

Moller Wealth Partners increased its Vanguard Health Care ETF (VHT) stake by 8.8% in Q2 2026, buying an estimated $37.5K and bringing the position to 1,665 shares worth $498K. The position accounts for 0.09% of the portfolio, ranked #46.

Moller Wealth Partners first reported a position in VHT in Q2 2022 and has held it in 17 quarters since. 250 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Moller Wealth Partners held 1,665 shares of Vanguard Health Care ETF worth $498K as of Q2 2026.
  • Moller Wealth Partners bought 135 Vanguard Health Care ETF shares in Q2 2026, an estimated $37.5K.
  • Vanguard Health Care ETF made up 0.09% of Moller Wealth Partners's portfolio in Q2 2026, its #46 holding.
  • Moller Wealth Partners first reported a position in Vanguard Health Care ETF in Q2 2022 and has held it in 17 quarters since.
  • 250 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.