Sheets Smith Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Sheets Smith Wealth 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	$2.75M	Buy	9,213 +4,359	+90%	+$1.21M	0.28%	82
2026 Q1	$1.32M	Buy	4,854 +12	+0.2%	+$3.43K	0.15%	147
2025 Q4	$1.39M	Buy	4,842 +15	+0.3%	+$4.19K	0.15%	136
2025 Q3	$1.25M	Sell	4,827 -50	-1%	-$12.5K	0.14%	147
2025 Q2	$1.21M	Sell	4,877 -235	-5%	-$58.1K	0.14%	141
2025 Q1	$1.35M	Sell	5,112 -140	-3%	-$37.3K	0.17%	125
2024 Q4	$1.33M	Hold	5,252	–	–	0.16%	125
2024 Q3	$1.48M	Sell	5,252 -3,048	-37%	-$847K	0.18%	122
2024 Q2	$2.21M	Sell	8,300 -15	-0.2%	-$3.93K	0.26%	92
2024 Q1	$2.25M	Buy	+8,315	New	+$2.18M	0.25%	90

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

Sheets Smith Wealth Management's VHT Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its Vanguard Health Care ETF (VHT) stake by 90% in Q2 2026, buying an estimated $1.21M and bringing the position to 9,213 shares worth $2.75M. The position accounts for 0.28% of the portfolio, ranked #82.

Sheets Smith Wealth Management first reported a position in VHT in Q1 2024 and has held it in 10 quarters since. 1,113 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Sheets Smith Wealth Management held 9,213 shares of Vanguard Health Care ETF worth $2.75M as of Q2 2026.
Sheets Smith Wealth Management bought 4,359 Vanguard Health Care ETF shares in Q2 2026, an estimated $1.21M.
Vanguard Health Care ETF made up 0.28% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #82 holding.
Sheets Smith Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2024 and has held it in 10 quarters since.
1,113 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.