MontVue Capital Management’s Vanguard Health Care ETF VHT Stock Holding History

MontVue Capital 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	$2.17M	Hold	7,246	–	–	1.25%	14
2026 Q1	$1.97M	Hold	7,246	–	–	1.34%	15
2025 Q4	$2.09M	Sell	7,246 -50	-0.7%	-$14K	1.39%	14
2025 Q3	$1.89M	Hold	7,296	–	–	1.27%	17
2025 Q2	$1.81M	Hold	7,296	–	–	1.29%	17
2025 Q1	$1.93M	Hold	7,296	–	–	1.55%	13
2024 Q4	$1.85M	Hold	7,296	–	–	1.41%	17
2024 Q3	$2.06M	Sell	7,296 -74	-1%	-$20.6K	1.58%	13
2024 Q2	$1.96M	Buy	7,370 +1,231	+20%	+$323K	1.56%	14
2024 Q1	$1.66M	Buy	6,139 +1,112	+22%	+$292K	1.47%	15
2023 Q4	$1.26M	Buy	+5,027	New	+$1.19M	1.21%	15

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

MontVue Capital Management's VHT Position: Q2 2026 in Review

MontVue Capital Management held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 7,246 shares worth $2.17M. The position accounts for 1.25% of the portfolio, ranked #14.

MontVue Capital Management first reported a position in VHT in Q4 2023 and has held it in 11 quarters since. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

MontVue Capital Management held 7,246 shares of Vanguard Health Care ETF worth $2.17M as of Q2 2026.
MontVue Capital Management left its Vanguard Health Care ETF share count unchanged in Q2 2026.
Vanguard Health Care ETF made up 1.25% of MontVue Capital Management's portfolio in Q2 2026, its #14 holding.
MontVue Capital Management first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 11 quarters since.
1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on MontVue Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.