Seamount Financial Group’s Vanguard Health Care ETF VHT Stock Holding History

Seamount Financial 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	$271K	Buy	906 +3	+0.3%	+$834	0.11%	124
2026 Q1	$246K	Buy	903 +3	+0.3%	+$858	0.11%	124
2025 Q4	$259K	Buy	900 +5	+0.6%	+$1.4K	0.12%	122
2025 Q3	$232K	Sell	895 -257	-22%	-$64.5K	0.11%	122
2025 Q2	$286K	Buy	1,152 +2	+0.2%	+$494	0.15%	109
2025 Q1	$304K	Buy	1,150 +4	+0.3%	+$1.07K	0.21%	86
2024 Q4	$291K	Sell	1,146 -142	-11%	-$38.3K	0.2%	87
2024 Q3	$364K	Buy	1,288 +3	+0.2%	+$833	0.27%	75
2024 Q2	$342K	Sell	1,285 -357	-22%	-$93.6K	0.28%	74
2024 Q1	$444K	Buy	1,642 +4	+0.2%	+$1.05K	0.39%	60
2023 Q4	$411K	Buy	+1,638	New	+$388K	0.39%	60

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

Seamount Financial Group's VHT Position: Q2 2026 in Review

Seamount Financial Group increased its Vanguard Health Care ETF (VHT) stake by 0.33% in Q2 2026, buying an estimated $834 and bringing the position to 906 shares worth $271K. The position accounts for 0.11% of the portfolio, ranked #124.

Seamount Financial Group first reported a position in VHT in Q4 2023 and has held it in 11 quarters since. The position peaked at $444K in Q1 2024. 1,118 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Seamount Financial Group held 906 shares of Vanguard Health Care ETF worth $271K as of Q2 2026.
Seamount Financial Group bought 3 Vanguard Health Care ETF shares in Q2 2026, an estimated $834.
Vanguard Health Care ETF made up 0.11% of Seamount Financial Group's portfolio in Q2 2026, its #124 holding.
Seamount Financial Group first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 11 quarters since.
Seamount Financial Group's Vanguard Health Care ETF position peaked at $444K in Q1 2024.
1,118 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.