MS
VHT icon

Monetary Solutions’s Vanguard Health Care ETF VHT Stock Holding History

Monetary Solutions’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 		$330K Sell
1,104
-165
-13% -$45.9K 0.28% 44
2026
Q1 		$346K Buy
1,269
+71
+6% +$20.3K 0.33% 41
2025
Q4 		$345K Buy
+1,198
New +$335K 0.34% 39

Other funds holding VHT

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Monetary Solutions's VHT Position: Q2 2026 in Review

Monetary Solutions reduced its Vanguard Health Care ETF (VHT) stake by 13% in Q2 2026, selling an estimated $45.9K and leaving 1,104 shares worth $330K. The position accounts for 0.28% of the portfolio, ranked #44.

Monetary Solutions first reported a position in VHT in Q4 2025 and has held it in 3 quarters since. The position peaked at $346K in Q1 2026. 953 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Monetary Solutions held 1,104 shares of Vanguard Health Care ETF worth $330K as of Q2 2026.
  • Monetary Solutions sold 165 Vanguard Health Care ETF shares in Q2 2026, an estimated $45.9K.
  • Vanguard Health Care ETF made up 0.28% of Monetary Solutions's portfolio in Q2 2026, its #44 holding.
  • Monetary Solutions first reported a position in Vanguard Health Care ETF in Q4 2025 and has held it in 3 quarters since.
  • Monetary Solutions's Vanguard Health Care ETF position peaked at $346K in Q1 2026.
  • 953 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.