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S&A Financial Services’s Vanguard Health Care ETF VHT Stock Holding History

S&A Financial Services’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 		$2.1M Sell
7,022
-723
-9% -$201K 1.28% 25
2026
Q1 		$2.11M Buy
+7,745
New +$2.21M 1.45% 21

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

S&A Financial Services's VHT Position: Q2 2026 in Review

S&A Financial Services reduced its Vanguard Health Care ETF (VHT) stake by 9.3% in Q2 2026, selling an estimated $201K and leaving 7,022 shares worth $2.1M. The position accounts for 1.28% of the portfolio, ranked #25.

S&A Financial Services first reported a position in VHT in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.11M in Q1 2026. 1,110 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • S&A Financial Services held 7,022 shares of Vanguard Health Care ETF worth $2.1M as of Q2 2026.
  • S&A Financial Services sold 723 Vanguard Health Care ETF shares in Q2 2026, an estimated $201K.
  • Vanguard Health Care ETF made up 1.28% of S&A Financial Services's portfolio in Q2 2026, its #25 holding.
  • S&A Financial Services first reported a position in Vanguard Health Care ETF in Q1 2026 and has held it in 2 quarters since.
  • S&A Financial Services's Vanguard Health Care ETF position peaked at $2.11M in Q1 2026.
  • 1,110 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.