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Patriot Investment Management Group’s Vanguard Health Care ETF VHT Stock Holding History

Patriot Investment Management Group’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 		$396K Sell
1,323
-286
-18% -$79.5K 0.02% 185
2026
Q1 		$438K Buy
1,609
+2
+0.1% +$572 0.03% 169
2025
Q4 		$463K Buy
1,607
+4
+0.2% +$1.12K 0.03% 170
2025
Q3 		$416K Sell
1,603
-82
-5% -$20.6K 0.03% 172
2025
Q2 		$418K Buy
1,685
+3
+0.2% +$741 0.03% 173
2025
Q1 		$445K Sell
1,682
-47
-3% -$12.5K 0.03% 168
2024
Q4 		$439K Sell
1,729
-176
-9% -$47.4K 0.03% 169
2024
Q3 		$538K Buy
1,905
+4
+0.2% +$1.11K 0.04% 154
2024
Q2 		$506K Buy
1,901
+253
+15% +$66.3K 0.04% 155
2024
Q1 		$446K Sell
1,648
-696
-30% -$183K 0.04% 174
2023
Q4 		$588K Sell
2,344
-438
-16% -$104K 0.05% 145
2023
Q3 		$654K Buy
2,782
+1
+0% +$244 0.06% 129
2023
Q2 		$681K Hold
2,781
– – 0.06% 139
2023
Q1 		$663K Sell
2,781
-13
-0.5% -$3.13K 0.06% 139
2022
Q4 		$685K Buy
2,794
+89
+3% +$21.6K 0.06% 137
2022
Q3 		$605K Sell
2,705
-2,121
-44% -$506K 0.06% 140
2022
Q2 		$1.14M Buy
4,826
+3,137
+186% +$756K 0.11% 103
2022
Q1 		$429K Buy
1,689
+146
+9% +$36.1K 0.04% 184
2021
Q4 		$411K Sell
1,543
-2,309
-60% -$589K 0.03% 192
2021
Q3 		$952K Buy
3,852
+2,959
+331% +$759K 0.09% 117
2021
Q2 		$220K Buy
893
+3
+0.3% +$717 0.02% 230
2021
Q1 		$203K Buy
+890
New +$204K 0.02% 228
2020
Q3 		– Sell
-558
Closed -$108K – 627
2020
Q2 		$108K Buy
+558
New +$105K 0.01% 257

Other funds holding VHT

AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WAG
Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Patriot Investment Management Group's VHT Position: Q2 2026 in Review

Patriot Investment Management Group reduced its Vanguard Health Care ETF (VHT) stake by 18% in Q2 2026, selling an estimated $79.5K and leaving 1,323 shares worth $396K. The position accounts for 0.02% of the portfolio, ranked #185.

Patriot Investment Management Group first reported a position in VHT in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.14M in Q2 2022. 357 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Patriot Investment Management Group held 1,323 shares of Vanguard Health Care ETF worth $396K as of Q2 2026.
  • Patriot Investment Management Group sold 286 Vanguard Health Care ETF shares in Q2 2026, an estimated $79.5K.
  • Vanguard Health Care ETF made up 0.02% of Patriot Investment Management Group's portfolio in Q2 2026, its #185 holding.
  • Patriot Investment Management Group first reported a position in Vanguard Health Care ETF in Q2 2020 and has held it in 23 quarters since.
  • Patriot Investment Management Group's Vanguard Health Care ETF position peaked at $1.14M in Q2 2022.
  • 357 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.