Next Level Private’s Vanguard Health Care ETF VHT Stock Holding History

Next Level Private’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	$248K	Buy	829 +3	+0.4%	+$834	0.05%	157
2026 Q1	$225K	Buy	826 +3	+0.4%	+$858	0.05%	163
2025 Q4	$237K	Buy	823 +5	+0.6%	+$1.4K	0.06%	145
2025 Q3	$220K	Buy	818 +3	+0.4%	+$753	0.06%	146
2025 Q2	$202K	Buy	815 +3	+0.4%	+$741	0.07%	145
2025 Q1	$215K	Buy	812 +3	+0.4%	+$799	0.08%	130
2024 Q4	$205K	Buy	809 +6	+0.7%	+$1.62K	0.08%	130
2024 Q3	$227K	Buy	803 +3	+0.4%	+$833	0.09%	124
2024 Q2	$213K	Hold	800	–	–	0.1%	122
2024 Q1	$216K	Hold	800	–	–	0.1%	121
2023 Q4	$201K	Buy	+800	New	+$189K	0.11%	104
2022 Q3	–	Sell	-1,418	Closed	-$334K	–	172
2022 Q2	$334K	Buy	+1,418	New	+$342K	0.13%	113

Other funds holding VHT

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Next Level Private's VHT Position: Q2 2026 in Review

Next Level Private increased its Vanguard Health Care ETF (VHT) stake by 0.36% in Q2 2026, buying an estimated $834 and bringing the position to 829 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #157.

Next Level Private first reported a position in VHT in Q2 2022 and has held it in 12 quarters since. The position peaked at $334K in Q2 2022. 180 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Next Level Private held 829 shares of Vanguard Health Care ETF worth $248K as of Q2 2026.
Next Level Private bought 3 Vanguard Health Care ETF shares in Q2 2026, an estimated $834.
Vanguard Health Care ETF made up 0.05% of Next Level Private's portfolio in Q2 2026, its #157 holding.
Next Level Private first reported a position in Vanguard Health Care ETF in Q2 2022 and has held it in 12 quarters since.
Next Level Private's Vanguard Health Care ETF position peaked at $334K in Q2 2022.
180 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.