Olistico Wealth’s Vanguard Health Care ETF VHT Stock Holding History

Olistico Wealth’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	$903K	Sell	3,019 -325	-10%	-$90.4K	0.39%	54
2026 Q1	$911K	Sell	3,344 -72	-2%	-$20.6K	0.45%	52
2025 Q4	$983K	Buy	3,416 +18	+0.5%	+$5.03K	0.48%	43
2025 Q3	$882K	Sell	3,398 -1,207	-26%	-$303K	0.47%	45
2025 Q2	$1.14M	Sell	4,605 -137	-3%	-$33.9K	0.63%	35
2025 Q1	$1.26M	Sell	4,742 -750	-14%	-$200K	0.78%	28
2024 Q4	$1.39M	Sell	5,492 -207	-4%	-$55.8K	0.81%	27
2024 Q3	$1.61M	Sell	5,699 -480	-8%	-$133K	0.98%	22
2024 Q2	$1.64M	Sell	6,179 -28	-0.5%	-$7.34K	1.05%	20
2024 Q1	$1.68M	Buy	6,207 +31	+0.5%	+$8.14K	1.21%	19
2023 Q4	$1.55M	Sell	6,176 -1,025	-14%	-$243K	1.21%	18
2023 Q3	$1.69M	Buy	7,201 +55	+0.8%	+$13.4K	1.51%	14
2023 Q2	$1.75M	Buy	7,146 +68	+1%	+$16.5K	1.5%	15
2023 Q1	$1.69M	Buy	7,078 +1,908	+37%	+$459K	1.62%	13
2022 Q4	$1.28M	Buy	+5,170	New	+$1.25M	1.39%	14

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

Olistico Wealth's VHT Position: Q2 2026 in Review

Olistico Wealth reduced its Vanguard Health Care ETF (VHT) stake by 9.7% in Q2 2026, selling an estimated $90.4K and leaving 3,019 shares worth $903K. The position accounts for 0.39% of the portfolio, ranked #54.

Olistico Wealth first reported a position in VHT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.75M in Q2 2023. 180 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Olistico Wealth held 3,019 shares of Vanguard Health Care ETF worth $903K as of Q2 2026.
Olistico Wealth sold 325 Vanguard Health Care ETF shares in Q2 2026, an estimated $90.4K.
Vanguard Health Care ETF made up 0.39% of Olistico Wealth's portfolio in Q2 2026, its #54 holding.
Olistico Wealth first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 15 quarters since.
Olistico Wealth's Vanguard Health Care ETF position peaked at $1.75M in Q2 2023.
180 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.