MPWM Advisory Solutions’s Vanguard Health Care ETF VHT Stock Holding History

MPWM Advisory 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	$225K	Sell	754 -78	-9%	-$21.7K	0.1%	100
2026 Q1	$227K	Buy	832 +699	+526%	+$200K	0.12%	94
2025 Q4	$38.3K	Hold	133	–	–	0.02%	199
2025 Q3	$34.5K	Buy	133 +20	+18%	+$5.02K	0.02%	195
2025 Q2	$28.1K	Sell	113 -131	-54%	-$32.4K	0.02%	206
2025 Q1	$64.6K	Buy	244 +6	+3%	+$1.6K	0.05%	126
2024 Q4	$60.4K	Buy	+238	New	+$64.1K	0.04%	136

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

MPWM Advisory Solutions's VHT Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its Vanguard Health Care ETF (VHT) stake by 9.4% in Q2 2026, selling an estimated $21.7K and leaving 754 shares worth $225K. The position accounts for 0.1% of the portfolio, ranked #100.

MPWM Advisory Solutions first reported a position in VHT in Q4 2024 and has held it in 7 quarters since. The position peaked at $227K in Q1 2026. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

MPWM Advisory Solutions held 754 shares of Vanguard Health Care ETF worth $225K as of Q2 2026.
MPWM Advisory Solutions sold 78 Vanguard Health Care ETF shares in Q2 2026, an estimated $21.7K.
Vanguard Health Care ETF made up 0.1% of MPWM Advisory Solutions's portfolio in Q2 2026, its #100 holding.
MPWM Advisory Solutions first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's Vanguard Health Care ETF position peaked at $227K in Q1 2026.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.