Poehling Capital Management’s Vanguard Health Care ETF VHT Stock Holding History

Poehling Capital Management’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	$209K	Buy	+700	New	+$195K	0.04%	157
2026 Q1	–	Sell	-700	Closed	-$201K	–	160
2025 Q4	$201K	Buy	+700	New	+$196K	0.04%	137
2021 Q2	–	Sell	-900	Closed	-$206K	–	155
2021 Q1	$206K	Hold	900	–	–	0.07%	143
2020 Q4	$201K	Sell	900 -1,200	-57%	-$256K	0.08%	123
2020 Q3	$428K	Sell	2,100 -850	-29%	-$172K	0.22%	84
2020 Q2	$568K	Sell	2,950 -1,747	-37%	-$328K	0.31%	72
2020 Q1	$780K	Buy	+4,697	New	+$858K	0.57%	47
2018 Q3	–	Sell	-400	Closed	-$64K	–	251
2018 Q2	$64K	Hold	400	–	–	0.06%	133
2018 Q1	$61K	Hold	400	–	–	0.05%	130
2017 Q4	$62K	Buy	+400	New	+$61.4K	0.05%	133

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

Poehling Capital Management's VHT Position: Q2 2026 in Review

Poehling Capital Management opened a new position in Vanguard Health Care ETF (VHT) in Q2 2026: 700 shares worth $209K. The stake represents 0.04% of the portfolio and ranks #157 among its holdings. This is a return to the name: Poehling Capital Management previously reported a position in VHT as recently as Q4 2025.

Poehling Capital Management first reported a position in VHT in Q4 2017 and has held it in 10 quarters since. The position peaked at $780K in Q1 2020. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Poehling Capital Management held 700 shares of Vanguard Health Care ETF worth $209K as of Q2 2026.
Vanguard Health Care ETF was a new Poehling Capital Management position in Q2 2026.
Vanguard Health Care ETF made up 0.04% of Poehling Capital Management's portfolio in Q2 2026, its #157 holding.
Poehling Capital Management first reported a position in Vanguard Health Care ETF in Q4 2017 and has held it in 10 quarters since.
Poehling Capital Management's Vanguard Health Care ETF position peaked at $780K in Q1 2020.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.