Pinnacle Wealth Management Advisory Group’s Vanguard Health Care ETF VHT Stock Holding History

Pinnacle Wealth Management Advisory 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	$234K	Sell	782 -185	-19%	-$51.4K	0.01%	485
2026 Q1	$263K	Hold	967	–	–	0.02%	448
2025 Q4	$278K	Hold	967	–	–	0.02%	432
2025 Q3	$251K	Sell	967 -18	-2%	-$4.52K	0.02%	342
2025 Q2	$245K	Buy	985 +160	+19%	+$39.5K	0.02%	330
2025 Q1	$218K	Buy	+825	New	+$220K	0.02%	330
2023 Q4	–	Sell	-1,191	Closed	-$280K	–	352
2023 Q3	$280K	Buy	1,191 +40	+3%	+$9.75K	0.04%	240
2023 Q2	$282K	Buy	1,151 +285	+33%	+$69.3K	0.04%	246
2023 Q1	$207K	Buy	866 +2	+0.2%	+$481	0.03%	296
2022 Q4	$214K	Sell	864 -90	-9%	-$21.8K	0.03%	272
2022 Q3	$213K	Sell	954 -124	-12%	-$29.6K	0.04%	252
2022 Q2	$254K	Buy	+1,078	New	+$260K	0.04%	249

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's VHT Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Vanguard Health Care ETF (VHT) stake by 19% in Q2 2026, selling an estimated $51.4K and leaving 782 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #485.

Pinnacle Wealth Management Advisory Group first reported a position in VHT in Q2 2022 and has held it in 12 quarters since. The position peaked at $282K in Q2 2023. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 782 shares of Vanguard Health Care ETF worth $234K as of Q2 2026.
Pinnacle Wealth Management Advisory Group sold 185 Vanguard Health Care ETF shares in Q2 2026, an estimated $51.4K.
Vanguard Health Care ETF made up 0.01% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #485 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Vanguard Health Care ETF in Q2 2022 and has held it in 12 quarters since.
Pinnacle Wealth Management Advisory Group's Vanguard Health Care ETF position peaked at $282K in Q2 2023.
1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.