Rooted Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Rooted Wealth Advisors’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	$2.52M	Buy	8,420 +934	+12%	+$260K	0.62%	36
2026 Q1	$2.07M	Sell	7,486 -1,586	-17%	-$453K	0.55%	38
2025 Q4	$2.62M	Buy	9,072 +2,967	+49%	+$829K	0.74%	31
2025 Q3	$1.65M	Buy	6,105 +527	+9%	+$132K	0.5%	38
2025 Q2	$1.39M	Buy	5,578 +513	+10%	+$127K	0.48%	36
2025 Q1	$1.24M	Buy	+5,065	New	+$1.35M	0.53%	36

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

Rooted Wealth Advisors's VHT Position: Q2 2026 in Review

Rooted Wealth Advisors increased its Vanguard Health Care ETF (VHT) stake by 12% in Q2 2026, buying an estimated $260K and bringing the position to 8,420 shares worth $2.52M. The position accounts for 0.62% of the portfolio, ranked #36.

Rooted Wealth Advisors first reported a position in VHT in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.62M in Q4 2025. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Rooted Wealth Advisors held 8,420 shares of Vanguard Health Care ETF worth $2.52M as of Q2 2026.
Rooted Wealth Advisors bought 934 Vanguard Health Care ETF shares in Q2 2026, an estimated $260K.
Vanguard Health Care ETF made up 0.62% of Rooted Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Rooted Wealth Advisors first reported a position in Vanguard Health Care ETF in Q1 2025 and has held it in 6 quarters since.
Rooted Wealth Advisors's Vanguard Health Care ETF position peaked at $2.62M in Q4 2025.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.