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Sequent Planning’s Vanguard Health Care ETF VHT Stock Holding History

Sequent Planning’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 		$902K Sell
3,017
-112
-4% -$31.1K 0.19% 104
2026
Q1 		$852K Buy
3,129
+183
+6% +$52.3K 0.21% 94
2025
Q4 		$848K Sell
2,946
-77
-3% -$21.5K 0.22% 95
2025
Q3 		$785K Sell
3,023
-61
-2% -$15.3K 0.22% 94
2025
Q2 		$766K Buy
3,084
+387
+14% +$95.6K 0.24% 71
2025
Q1 		$714K Buy
2,697
+15
+0.6% +$4K 0.26% 67
2024
Q4 		$680K Buy
2,682
+31
+1% +$8.35K 0.25% 71
2024
Q3 		$748K Buy
2,651
+203
+8% +$56.4K 0.26% 72
2024
Q2 		$648K Sell
2,448
-173
-7% -$45.4K 0.22% 80
2024
Q1 		$709K Buy
+2,621
New +$689K 0.26% 74

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

Sequent Planning's VHT Position: Q2 2026 in Review

Sequent Planning reduced its Vanguard Health Care ETF (VHT) stake by 3.6% in Q2 2026, selling an estimated $31.1K and leaving 3,017 shares worth $902K. The position accounts for 0.19% of the portfolio, ranked #104.

Sequent Planning first reported a position in VHT in Q1 2024 and has held it in 10 quarters since. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Sequent Planning held 3,017 shares of Vanguard Health Care ETF worth $902K as of Q2 2026.
  • Sequent Planning sold 112 Vanguard Health Care ETF shares in Q2 2026, an estimated $31.1K.
  • Vanguard Health Care ETF made up 0.19% of Sequent Planning's portfolio in Q2 2026, its #104 holding.
  • Sequent Planning first reported a position in Vanguard Health Care ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.