Morningstar Investment Management’s Vanguard Health Care ETF VHT Stock Holding History

Morningstar Investment 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	$15.4M	Hold	56,514	–	–	0.95%	16
2026 Q1	$15.4M	Buy	56,514 +10,367	+22%	+$2.96M	0.95%	16
2025 Q4	$13.3M	Sell	46,147 -5,332	-10%	-$1.49M	0.78%	19
2025 Q3	$13.4M	Sell	51,479 -353,651	-87%	-$88.7M	0.49%	37
2025 Q2	$101M	Buy	405,130 +115,252	+40%	+$28.5M	8.83%	2
2025 Q1	$76.7M	Buy	289,878 +15,112	+5%	+$4.03M	6.53%	3
2024 Q4	$69.7M	Buy	274,766 +10,826	+4%	+$2.92M	5.5%	5
2024 Q3	$74.8M	Sell	263,940 -9,499	-3%	-$2.64M	7.4%	4
2024 Q2	$72.7M	Buy	273,439 +1,908	+0.7%	+$500K	7.6%	3
2024 Q1	$73.5M	Sell	271,531 -70,980	-21%	-$18.6M	7.96%	3
2023 Q4	$85.9M	Buy	342,511 +2,190	+0.6%	+$519K	9.87%	3
2023 Q3	$80M	Buy	340,321 +72,557	+27%	+$17.7M	10.97%	3
2023 Q2	$65.6M	Buy	267,764 +68,654	+34%	+$16.7M	8.7%	3
2023 Q1	$47.5M	Sell	199,110 -40,707	-17%	-$9.8M	6.99%	3
2022 Q4	$59.5M	Sell	239,817 -26,222	-10%	-$6.36M	10.05%	2
2022 Q3	$59.5M	Hold	266,039	–	–	11.28%	2
2022 Q2	$62.7M	Sell	266,039 -70,233	-21%	-$16.9M	11.91%	2
2022 Q1	$85.5M	Buy	336,272 +82,465	+32%	+$20.4M	16.05%	1
2021 Q4	$67.6M	Sell	253,807 -26,857	-10%	-$6.85M	10.25%	3
2021 Q3	$70.1M	Hold	280,664	–	–	11.69%	2
2021 Q2	$69.4M	Buy	280,664 +7,066	+3%	+$1.69M	7.77%	3
2021 Q1	$62.6M	Sell	273,598 -39,551	-13%	-$9.07M	6.28%	5
2020 Q4	$70.1M	Buy	313,149 +89,221	+40%	+$19.1M	7.87%	4
2020 Q3	$45.7M	Buy	223,928 +32,033	+17%	+$6.48M	5.69%	5
2020 Q2	$37M	Sell	191,895 -26,129	-12%	-$4.9M	5.1%	5
2020 Q1	$36.2M	Buy	218,024 +22,826	+12%	+$4.17M	6.64%	4
2019 Q4	$37.4M	Buy	+195,198	New	+$35M	6.87%	6
2019 Q3	–	Sell	-1,561	Closed	-$272K	–	20
2019 Q2	$272K	Sell	1,561 -1,775	-53%	-$300K	0.08%	20
2019 Q1	$575K	Buy	3,336 +394	+13%	+$66.8K	0.29%	17
2018 Q4	$472K	Buy	+2,942	New	+$498K	0.37%	18

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 $43.3B AUM 29.3% 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

KAS

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Morningstar Investment Management's VHT Position: Q2 2026 in Review

Morningstar Investment Management held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 56,514 shares worth $15.4M. The position accounts for 0.95% of the portfolio, ranked #16.

Morningstar Investment Management first reported a position in VHT in Q4 2018 and has held it in 30 quarters since. The position peaked at $101M in Q2 2025. 479 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Morningstar Investment Management held 56,514 shares of Vanguard Health Care ETF worth $15.4M as of Q2 2026.
Morningstar Investment Management left its Vanguard Health Care ETF share count unchanged in Q2 2026.
Vanguard Health Care ETF made up 0.95% of Morningstar Investment Management's portfolio in Q2 2026, its #16 holding.
Morningstar Investment Management first reported a position in Vanguard Health Care ETF in Q4 2018 and has held it in 30 quarters since.
Morningstar Investment Management's Vanguard Health Care ETF position peaked at $101M in Q2 2025.
479 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.