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Royal Fund Management’s Vanguard Health Care ETF VHT Stock Holding History

Royal Fund 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 		$10.5M Buy
35,235
+2,114
+6% +$588K 0.88% 29
2026
Q1 		$9.03M Buy
33,121
+1,935
+6% +$553K 0.86% 29
2025
Q4 		$8.99M Buy
31,186
+7,705
+33% +$2.15M 0.82% 36
2025
Q3 		$6.11M Sell
23,481
-4,495
-16% -$1.13M 0.73% 40
2025
Q2 		$6.96M Buy
27,976
+400
+1% +$98.9K 0.69% 40
2025
Q1 		$7.37M Sell
27,576
-26,676
-49% -$7.11M 0.82% 26
2024
Q4 		$13.9M Buy
54,252
+2,374
+5% +$640K 1.3% 13
2024
Q3 		$14.8M Buy
51,878
+27,353
+112% +$7.6M 0.88% 24
2024
Q2 		$6.58M Sell
24,525
-8,175
-25% -$2.14M 0.53% 31
2024
Q1 		$8.86M Buy
32,700
+723
+2% +$190K 0.87% 21
2023
Q4 		$8.03M Buy
31,977
+644
+2% +$153K 0.89% 24
2023
Q3 		$7.37M Buy
31,333
+1,454
+5% +$354K 1% 25
2023
Q2 		$7.32M Buy
29,879
+746
+3% +$181K 0.91% 27
2023
Q1 		$6.95M Buy
29,133
+203
+0.7% +$48.9K 0.99% 26
2022
Q4 		$7.18M Buy
28,930
+506
+2% +$123K 1.14% 22
2022
Q3 		$6.36M Sell
28,424
-944
-3% -$225K 1.16% 21
2022
Q2 		$6.92M Sell
29,368
-1,039
-3% -$250K 1.15% 21
2022
Q1 		$7.74M Buy
30,407
+721
+2% +$178K 1.12% 25
2021
Q4 		$7.91M Buy
29,686
+1,997
+7% +$509K 1.13% 24
2021
Q3 		$6.84M Buy
27,689
+1,718
+7% +$441K 1% 33
2021
Q2 		$6.42M Buy
25,971
+2,434
+10% +$582K 1.06% 30
2021
Q1 		$5.38M Buy
23,537
+2,899
+14% +$665K 0.98% 33
2020
Q4 		$4.62M Buy
20,638
+4,344
+27% +$929K 0.98% 34
2020
Q3 		$3.32M Buy
16,294
+6,884
+73% +$1.39M 0.85% 53
2020
Q2 		$1.81M Buy
9,410
+3,002
+47% +$563K 0.64% 65
2020
Q1 		$1.06M Buy
6,408
+1,764
+38% +$322K 0.43% 62
2019
Q4 		$890K Buy
4,644
+1,944
+72% +$349K 0.23% 73
2019
Q3 		$452K Buy
2,700
+773
+40% +$132K 0.13% 84
2019
Q2 		$335K Buy
1,927
+481
+33% +$81.2K 0.1% 101
2019
Q1 		$249K Buy
1,446
+650
+82% +$110K 0.08% 113
2018
Q4 		$127K Buy
796
+700
+729% +$119K 0.05% 137
2018
Q3 		$17K Hold
96
– – 0.01% 290
2018
Q2 		$15K Buy
96
+84
+700% +$13.2K 0.01% 313
2018
Q1 		$1K Buy
+12
New +$1.92K ﹤0.01% 507

Other funds holding VHT

AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Royal Fund Management's VHT Position: Q2 2026 in Review

Royal Fund Management increased its Vanguard Health Care ETF (VHT) stake by 6.4% in Q2 2026, buying an estimated $588K and bringing the position to 35,235 shares worth $10.5M. The position accounts for 0.88% of the portfolio, ranked #29.

Royal Fund Management first reported a position in VHT in Q1 2018 and has held it in 34 quarters since. The position peaked at $14.8M in Q3 2024. 212 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Royal Fund Management held 35,235 shares of Vanguard Health Care ETF worth $10.5M as of Q2 2026.
  • Royal Fund Management bought 2,114 Vanguard Health Care ETF shares in Q2 2026, an estimated $588K.
  • Vanguard Health Care ETF made up 0.88% of Royal Fund Management's portfolio in Q2 2026, its #29 holding.
  • Royal Fund Management first reported a position in Vanguard Health Care ETF in Q1 2018 and has held it in 34 quarters since.
  • Royal Fund Management's Vanguard Health Care ETF position peaked at $14.8M in Q3 2024.
  • 212 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

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