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Mystic Asset Management’s Vanguard Health Care ETF VHT Stock Holding History

Mystic Asset 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 		$637K Buy
2,129
+15
+0.7% +$4.17K 0.14% 126
2026
Q1 		$576K Sell
2,114
-24
-1% -$6.86K 0.13% 127
2025
Q4 		$615K Buy
2,138
+10
+0.5% +$2.79K 0.14% 123
2025
Q3 		$552K Sell
2,128
-50
-2% -$12.5K 0.12% 131
2025
Q2 		$541K Buy
2,178
+40
+2% +$9.89K 0.13% 132
2025
Q1 		$566K Sell
2,138
-10
-0.5% -$2.66K 0.15% 127
2024
Q4 		$545K Buy
2,148
+1,418
+194% +$382K 0.15% 128
2024
Q3 		$206K Sell
730
-74
-9% -$20.6K 0.08% 173
2024
Q2 		$214K Buy
804
+10
+1% +$2.62K 0.09% 156
2024
Q1 		$215K Sell
794
-8
-1% -$2.1K 0.09% 154
2023
Q4 		$201K Buy
+802
New +$190K 0.1% 157
2022
Q1 		– Sell
-175
Closed -$46K – 395
2021
Q4 		$46K Buy
+175
New +$44.6K 0.02% 261

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mystic Asset Management's VHT Position: Q2 2026 in Review

Mystic Asset Management increased its Vanguard Health Care ETF (VHT) stake by 0.71% in Q2 2026, buying an estimated $4.17K and bringing the position to 2,129 shares worth $637K. The position accounts for 0.14% of the portfolio, ranked #126.

Mystic Asset Management first reported a position in VHT in Q4 2021 and has held it in 12 quarters since. 1,122 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Mystic Asset Management held 2,129 shares of Vanguard Health Care ETF worth $637K as of Q2 2026.
  • Mystic Asset Management bought 15 Vanguard Health Care ETF shares in Q2 2026, an estimated $4.17K.
  • Vanguard Health Care ETF made up 0.14% of Mystic Asset Management's portfolio in Q2 2026, its #126 holding.
  • Mystic Asset Management first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 12 quarters since.
  • 1,122 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Mystic Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.