Richmond Brothers’s Vanguard Health Care ETF VHT Stock Holding History

Richmond Brothers’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	$3.14M	Sell	10,501 -13,306	-56%	-$3.7M	1.63%	11
2026 Q1	$6.48M	Sell	23,807 -560	-2%	-$160K	4.32%	8
2025 Q4	$7.01M	Buy	24,367 +10,534	+76%	+$2.94M	4.46%	3
2025 Q3	$3.59M	Sell	13,833 -156	-1%	-$39.1K	2.27%	15
2025 Q2	$3.47M	Sell	13,989 -308	-2%	-$76.1K	2.28%	15
2025 Q1	$3.78M	Buy	14,297 +785	+6%	+$209K	2.39%	14
2024 Q4	$3.43M	Sell	13,512 -10,068	-43%	-$2.71M	2.2%	19
2024 Q3	$6.65M	Buy	+23,580	New	+$6.55M	4.1%	11

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

Richmond Brothers's VHT Position: Q2 2026 in Review

Richmond Brothers reduced its Vanguard Health Care ETF (VHT) stake by 56% in Q2 2026, selling an estimated $3.7M and leaving 10,501 shares worth $3.14M. The position accounts for 1.63% of the portfolio, ranked #11.

Richmond Brothers first reported a position in VHT in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.01M in Q4 2025. 1,118 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Richmond Brothers held 10,501 shares of Vanguard Health Care ETF worth $3.14M as of Q2 2026.
Richmond Brothers sold 13,306 Vanguard Health Care ETF shares in Q2 2026, an estimated $3.7M.
Vanguard Health Care ETF made up 1.63% of Richmond Brothers's portfolio in Q2 2026, its #11 holding.
Richmond Brothers first reported a position in Vanguard Health Care ETF in Q3 2024 and has held it in 8 quarters since.
Richmond Brothers's Vanguard Health Care ETF position peaked at $7.01M in Q4 2025.
1,118 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Richmond Brothers's 13F filing for Q2 2026, filed 11 Aug 2026.