PVI
VHT icon

Pine Valley Investments’s Vanguard Health Care ETF VHT Stock Holding History

Pine Valley Investments’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 		$559K Sell
1,869
-37
-2% -$10.3K 0.02% 384
2026
Q1 		$519K Buy
1,906
+55
+3% +$15.7K 0.02% 371
2025
Q4 		$533K Sell
1,851
-35
-2% -$9.78K 0.02% 356
2025
Q3 		$490K Buy
1,886
+206
+12% +$51.7K 0.02% 358
2025
Q2 		$417K Buy
1,680
+40
+2% +$9.89K 0.02% 370
2025
Q1 		$434K Buy
1,640
+266
+19% +$70.9K 0.03% 358
2024
Q4 		$349K Buy
1,374
+147
+12% +$39.6K 0.02% 397
2024
Q3 		$347K Buy
1,227
+277
+29% +$76.9K 0.02% 390
2024
Q2 		$253K Buy
+950
New +$249K 0.02% 417

Other funds holding VHT

EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WAG
Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return

Pine Valley Investments's VHT Position: Q2 2026 in Review

Pine Valley Investments reduced its Vanguard Health Care ETF (VHT) stake by 1.9% in Q2 2026, selling an estimated $10.3K and leaving 1,869 shares worth $559K. The position accounts for 0.02% of the portfolio, ranked #384.

Pine Valley Investments first reported a position in VHT in Q2 2024 and has held it in 9 quarters since. 652 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Pine Valley Investments held 1,869 shares of Vanguard Health Care ETF worth $559K as of Q2 2026.
  • Pine Valley Investments sold 37 Vanguard Health Care ETF shares in Q2 2026, an estimated $10.3K.
  • Vanguard Health Care ETF made up 0.02% of Pine Valley Investments's portfolio in Q2 2026, its #384 holding.
  • Pine Valley Investments first reported a position in Vanguard Health Care ETF in Q2 2024 and has held it in 9 quarters since.
  • 652 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.