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Safeguard Investment Advisory Group’s Vanguard Health Care ETF VHT Stock Holding History

Safeguard Investment Advisory Group’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 		$6.41M Sell
21,446
-1,072
-5% -$298K 1.48% 10
2026
Q1 		$6.13M Sell
22,518
-1,381
-6% -$395K 1.69% 10
2025
Q4 		$6.88M Sell
23,899
-1,318
-5% -$368K 1.76% 9
2025
Q3 		$6.55M Sell
25,217
-1,684
-6% -$422K 1.62% 10
2025
Q2 		$6.69M Sell
26,901
-101
-0.4% -$25K 1.67% 9
2025
Q1 		$7.16M Buy
27,002
+453
+2% +$121K 1.95% 8
2024
Q4 		$6.74M Buy
26,549
+999
+4% +$269K 1.85% 8
2024
Q3 		$7.22M Buy
25,550
+958
+4% +$266K 2.06% 8
2024
Q2 		$6.55M Buy
24,592
+2,068
+9% +$542K 2.04% 8
2024
Q1 		$6.09M Buy
22,524
+1,978
+10% +$520K 2.07% 8
2023
Q4 		$5.16M Buy
20,546
+780
+4% +$185K 1.94% 9
2023
Q3 		$4.65M Buy
19,766
+706
+4% +$172K 2.03% 9
2023
Q2 		$4.67M Buy
19,060
+608
+3% +$148K 1.99% 10
2023
Q1 		$4.4M Sell
18,452
-1,495
-7% -$360K 2.12% 11
2022
Q4 		$4.95M Buy
19,947
+1,503
+8% +$364K 3.05% 8
2022
Q3 		$4.13M Buy
18,444
+3,542
+24% +$845K 2.83% 11
2022
Q2 		$3.79M Hold
14,902
– – 2.33% 12
2022
Q1 		$3.79M Buy
14,902
+1,144
+8% +$283K 2.59% 11
2021
Q4 		$3.67M Buy
13,758
+1,582
+13% +$403K 2.14% 14
2021
Q3 		$3.01M Buy
12,176
+4,724
+63% +$1.21M 1.95% 14
2021
Q2 		$1.84M Buy
7,452
+1,608
+28% +$384K 1.31% 19
2021
Q1 		$1.34M Sell
5,844
-52
-0.9% -$11.9K 1.19% 19
2020
Q4 		$1.32M Buy
+5,896
New +$1.26M 1.17% 20

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 22.9% 1-Year Est. Return

Safeguard Investment Advisory Group's VHT Position: Q2 2026 in Review

Safeguard Investment Advisory Group reduced its Vanguard Health Care ETF (VHT) stake by 4.8% in Q2 2026, selling an estimated $298K and leaving 21,446 shares worth $6.41M. The position accounts for 1.48% of the portfolio, ranked #10.

Safeguard Investment Advisory Group first reported a position in VHT in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.22M in Q3 2024. 1,122 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Safeguard Investment Advisory Group held 21,446 shares of Vanguard Health Care ETF worth $6.41M as of Q2 2026.
  • Safeguard Investment Advisory Group sold 1,072 Vanguard Health Care ETF shares in Q2 2026, an estimated $298K.
  • Vanguard Health Care ETF made up 1.48% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #10 holding.
  • Safeguard Investment Advisory Group first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 23 quarters since.
  • Safeguard Investment Advisory Group's Vanguard Health Care ETF position peaked at $7.22M in Q3 2024.
  • 1,122 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.