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PDS Planning’s Vanguard Health Care ETF VHT Stock Holding History

PDS Planning’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 		$557K Sell
1,863
-134
-7% -$37.3K 0.03% 281
2026
Q1 		$544K Sell
1,997
-154
-7% -$44K 0.04% 248
2025
Q4 		$619K Buy
2,151
+172
+9% +$48.1K 0.04% 215
2025
Q3 		$514K Buy
1,979
+533
+37% +$134K 0.04% 242
2025
Q2 		$359K Sell
1,446
-1,019
-41% -$252K 0.03% 310
2025
Q1 		$653K Sell
2,465
-173
-7% -$46.1K 0.06% 171
2024
Q4 		$669K Buy
2,638
+276
+12% +$74.4K 0.06% 144
2024
Q3 		$667K Sell
2,362
-38
-2% -$10.6K 0.06% 144
2024
Q2 		$638K Buy
2,400
+709
+42% +$186K 0.06% 131
2024
Q1 		$457K Buy
1,691
+560
+50% +$147K 0.05% 176
2023
Q4 		$283K Buy
1,131
+28
+3% +$6.63K 0.03% 246
2023
Q3 		$259K Sell
1,103
-143
-11% -$34.9K 0.03% 237
2023
Q2 		$305K Hold
1,246
– – 0.04% 213
2023
Q1 		$297K Buy
1,246
+298
+31% +$71.7K 0.04% 196
2022
Q4 		$235K Buy
948
+51
+6% +$12.4K 0.04% 175
2022
Q3 		$201K Sell
897
-306
-25% -$73K 0.04% 182
2022
Q2 		$283K Buy
1,203
+2
+0.2% +$482 0.05% 150
2022
Q1 		$305K Buy
1,201
+50
+4% +$12.4K 0.05% 145
2021
Q4 		$307K Buy
1,151
+3
+0.3% +$765 0.06% 136
2021
Q3 		$284K Hold
1,148
– – 0.07% 139
2021
Q2 		$284K Buy
1,148
+3
+0.3% +$717 0.07% 134
2021
Q1 		$262K Hold
1,145
– – 0.08% 125
2020
Q4 		$256K Buy
1,145
+151
+15% +$32.3K 0.09% 122
2020
Q3 		$203K Buy
+994
New +$201K 0.08% 128

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 22.96% 1-Year Est. Return

PDS Planning's VHT Position: Q2 2026 in Review

PDS Planning reduced its Vanguard Health Care ETF (VHT) stake by 6.7% in Q2 2026, selling an estimated $37.3K and leaving 1,863 shares worth $557K. The position accounts for 0.03% of the portfolio, ranked #281.

PDS Planning first reported a position in VHT in Q3 2020 and has held it in 24 quarters since. The position peaked at $669K in Q4 2024. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • PDS Planning held 1,863 shares of Vanguard Health Care ETF worth $557K as of Q2 2026.
  • PDS Planning sold 134 Vanguard Health Care ETF shares in Q2 2026, an estimated $37.3K.
  • Vanguard Health Care ETF made up 0.03% of PDS Planning's portfolio in Q2 2026, its #281 holding.
  • PDS Planning first reported a position in Vanguard Health Care ETF in Q3 2020 and has held it in 24 quarters since.
  • PDS Planning's Vanguard Health Care ETF position peaked at $669K in Q4 2024.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.