Narus Financial Partners’s Vanguard Health Care ETF VHT Stock Holding History

Narus Financial Partners’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	$434K	Buy	1,452 +108	+8%	+$30K	0.11%	118
2026 Q1	$366K	Buy	1,344 +40	+3%	+$11.4K	0.1%	119
2025 Q4	$375K	Sell	1,304 -116	-8%	-$32.4K	0.1%	118
2025 Q3	$369K	Buy	1,420 +333	+31%	+$83.5K	0.1%	120
2025 Q2	$270K	Buy	+1,087	New	+$269K	0.08%	121
2024 Q4	–	Sell	-737	Closed	-$208K	–	157
2024 Q3	$208K	Buy	+737	New	+$205K	0.07%	145
2023 Q4	–	Sell	-930	Closed	-$219K	–	139
2023 Q3	$219K	Sell	930 -10	-1%	-$2.44K	0.11%	119
2023 Q2	$230K	Buy	940 +29	+3%	+$7.05K	0.12%	105
2023 Q1	$217K	Sell	911 -11	-1%	-$2.65K	0.12%	106
2022 Q4	$229K	Buy	+922	New	+$224K	0.13%	107

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

Narus Financial Partners's VHT Position: Q2 2026 in Review

Narus Financial Partners increased its Vanguard Health Care ETF (VHT) stake by 8% in Q2 2026, buying an estimated $30K and bringing the position to 1,452 shares worth $434K. The position accounts for 0.11% of the portfolio, ranked #118.

Narus Financial Partners first reported a position in VHT in Q4 2022 and has held it in 10 quarters since. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Narus Financial Partners held 1,452 shares of Vanguard Health Care ETF worth $434K as of Q2 2026.
Narus Financial Partners bought 108 Vanguard Health Care ETF shares in Q2 2026, an estimated $30K.
Vanguard Health Care ETF made up 0.11% of Narus Financial Partners's portfolio in Q2 2026, its #118 holding.
Narus Financial Partners first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 10 quarters since.
1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.