Mount Yale Investment Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Mount Yale Investment Advisors’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	$916K	Sell	3,063 -154	-5%	-$42.8K	0.02%	607
2026 Q1	$876K	Buy	+3,217	New	+$920K	0.02%	555
2025 Q3	–	Sell	-948	Closed	-$235K	–	1564
2025 Q2	$235K	Hold	948	–	–	0.02%	522
2025 Q1	$251K	Hold	948	–	–	0.02%	474
2024 Q4	$240K	Hold	948	–	–	0.02%	496
2024 Q3	$268K	Buy	+948	New	+$263K	0.03%	471

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 22.9% 1-Year Est. Return

Mount Yale Investment Advisors's VHT Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Vanguard Health Care ETF (VHT) stake by 4.8% in Q2 2026, selling an estimated $42.8K and leaving 3,063 shares worth $916K. The position accounts for 0.02% of the portfolio, ranked #607.

Mount Yale Investment Advisors first reported a position in VHT in Q3 2024 and has held it in 6 quarters since. 1,122 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Mount Yale Investment Advisors held 3,063 shares of Vanguard Health Care ETF worth $916K as of Q2 2026.
Mount Yale Investment Advisors sold 154 Vanguard Health Care ETF shares in Q2 2026, an estimated $42.8K.
Vanguard Health Care ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #607 holding.
Mount Yale Investment Advisors first reported a position in Vanguard Health Care ETF in Q3 2024 and has held it in 6 quarters since.
1,122 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.