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Richard C. Young & Co’s Vanguard Health Care ETF VHT Stock Holding History

Richard C. Young & Co’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 		– Sell
-748
Closed -$204K – 104
2026
Q1 		$204K Buy
+748
New +$214K 0.02% 93
2024
Q1 		– Sell
-1,711
Closed -$429K – 83
2023
Q4 		$429K Buy
1,711
+12
+0.7% +$2.84K 0.06% 68
2023
Q3 		$399K Buy
1,699
+7
+0.4% +$1.71K 0.06% 66
2023
Q2 		$414K Hold
1,692
– – 0.06% 65
2023
Q1 		$404K Buy
1,692
+5
+0.3% +$1.2K 0.06% 67
2022
Q4 		$418K Buy
1,687
+12
+0.7% +$2.91K 0.06% 71
2022
Q3 		$375K Sell
1,675
-171
-9% -$40.8K 0.06% 69
2022
Q2 		$435K Buy
1,846
+6
+0.3% +$1.45K 0.06% 71
2022
Q1 		$468K Sell
1,840
-1,683
-48% -$416K 0.06% 69
2021
Q4 		$939K Buy
3,523
+24
+0.7% +$6.12K 0.12% 67
2021
Q3 		$865K Sell
3,499
-1,540
-31% -$395K 0.12% 64
2021
Q2 		$1.25M Buy
5,039
+325
+7% +$77.7K 0.16% 66
2021
Q1 		$1.08M Buy
4,714
+13
+0.3% +$2.98K 0.14% 66
2020
Q4 		$1.05M Sell
4,701
-635
-12% -$136K 0.16% 64
2020
Q3 		$1.09M Buy
5,336
+16
+0.3% +$3.24K 0.18% 65
2020
Q2 		$1.02M Buy
5,320
+21
+0.4% +$3.94K 0.17% 73
2020
Q1 		$880K Buy
5,299
+1,660
+46% +$303K 0.17% 69
2019
Q4 		$698K Buy
3,639
+27
+0.7% +$4.84K 0.12% 65
2019
Q3 		$606K Hold
3,612
– – 0.11% 65
2019
Q2 		$628K Buy
3,612
+25
+0.7% +$4.22K 0.12% 60
2019
Q1 		$618K Sell
3,587
-158,396
-98% -$26.8M 0.12% 64
2018
Q4 		$26M Sell
161,983
-6,714
-4% -$1.14M 5.55% 3
2018
Q3 		$30.4M Sell
168,697
-4,717
-3% -$811K 5.79% 3
2018
Q2 		$27.6M Sell
173,414
-57
-0% -$8.97K 5.56% 3
2018
Q1 		$26.6M Sell
173,471
-2,170
-1% -$346K 5.3% 3
2017
Q4 		$27.1M Sell
175,641
-931
-0.5% -$143K 5.1% 3
2017
Q3 		$26.9M Buy
176,572
+349
+0.2% +$52.1K 5.09% 3
2017
Q2 		$26M Sell
176,223
-319
-0.2% -$45.1K 5.09% 3
2017
Q1 		$24.3M Sell
176,542
-98
-0.1% -$13.2K 4.81% 3
2016
Q4 		$22.4M Sell
176,640
-2,200
-1% -$281K 4.71% 2
2016
Q3 		$23.8M Sell
178,840
-2,286
-1% -$308K 5.14% 2
2016
Q2 		$23.6M Sell
181,126
-4,663
-3% -$598K 5.24% 2
2016
Q1 		$22.9M Sell
185,789
-6,579
-3% -$800K 5.16% 2
2015
Q4 		$25.6M Buy
192,368
+614
+0.3% +$80K 5.82% 1
2015
Q3 		$23.5M Sell
191,754
-4,629
-2% -$635K 5.82% 2
2015
Q2 		$27.5M Sell
196,383
-6,709
-3% -$927K 6.2% 2
2015
Q1 		$27.5M Sell
203,092
-2,179
-1% -$287K 6.01% 2
2014
Q4 		$25.8M Sell
205,271
-132,460
-39% -$16.3M 5.45% 2
2014
Q3 		$39.5M Sell
337,731
-1,216
-0.4% -$139K 8.46% 1
2014
Q2 		$37.8M Buy
338,947
+7,113
+2% +$761K 7.66% 1
2014
Q1 		$35.5M Buy
331,834
+130,297
+65% +$13.8M 7.54% 2
2013
Q4 		$20.4M Buy
201,537
+1,390
+0.7% +$136K 4.42% 4
2013
Q3 		$18.6M Buy
+200,147
New +$18.4M 4.23% 4

Other funds holding VHT

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 $43.3B AUM 29.3% 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
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Richard C. Young & Co's VHT Position: Q2 2026 in Review

Richard C. Young & Co sold out of Vanguard Health Care ETF (VHT) in Q2 2026, closing a stake of 748 shares — an estimated $204K sold.

Richard C. Young & Co first reported a position in VHT in Q3 2013 and held it in 43 quarters. The position peaked at $39.5M in Q3 2014. 479 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Richard C. Young & Co reported no remaining Vanguard Health Care ETF position as of Q2 2026 after selling out during the quarter.
  • Richard C. Young & Co sold 748 Vanguard Health Care ETF shares in Q2 2026, an estimated $204K.
  • Richard C. Young & Co first reported a position in Vanguard Health Care ETF in Q3 2013 and held it in 43 quarters.
  • Richard C. Young & Co's Vanguard Health Care ETF position peaked at $39.5M in Q3 2014.
  • 479 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Richard C. Young & Co's 13F filing for Q2 2026, filed 28 Jul 2026.