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SlateStone Wealth’s Vanguard Health Care ETF VHT Stock Holding History

SlateStone Wealth’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 		$1.54M Sell
5,158
-91
-2% -$25.3K 0.12% 133
2026
Q1 		$1.43M Hold
5,249
– – 0.12% 135
2025
Q4 		$1.51M Hold
5,249
– – 0.13% 130
2025
Q3 		$1.36M Sell
5,249
-795
-13% -$199K 0.12% 136
2025
Q2 		$1.5M Sell
6,044
-300
-5% -$74.1K 0.14% 125
2025
Q1 		$1.68M Hold
6,344
– – 0.17% 107
2024
Q4 		$1.61M Sell
6,344
-25
-0.4% -$6.74K 0.16% 113
2024
Q3 		$1.8M Sell
6,369
-69
-1% -$19.2K 0.16% 113
2024
Q2 		$1.71M Hold
6,438
– – 0.19% 107
2024
Q1 		$1.74M Sell
6,438
-80
-1% -$21K 0.17% 106
2023
Q4 		$1.63M Sell
6,518
-867
-12% -$205K 0.21% 97
2023
Q3 		$1.74M Buy
7,385
+2
+0% +$488 0.25% 85
2023
Q2 		$1.81M Hold
7,383
– – 0.34% 64
2023
Q1 		$1.76M Sell
7,383
-119
-2% -$28.6K 0.36% 62
2022
Q4 		$1.86M Buy
7,502
+3
+0% +$727 0.45% 47
2022
Q3 		$1.68M Sell
7,499
-1,651
-18% -$394K 0.45% 45
2022
Q2 		$2.15M Buy
9,150
+2
+0% +$482 0.55% 41
2022
Q1 		$2.33M Sell
9,148
-199
-2% -$49.2K 0.52% 46
2021
Q4 		$2.49M Sell
9,347
-497
-5% -$127K 0.53% 50
2021
Q3 		$2.43M Hold
9,844
– – 0.56% 42
2021
Q2 		$2.43M Buy
9,844
+2
+0% +$478 0.56% 44
2021
Q1 		$2.25M Sell
9,842
-180
-2% -$41.3K 0.56% 46
2020
Q4 		$2.24M Sell
10,022
-76
-0.8% -$16.2K 0.56% 45
2020
Q3 		$2.06M Buy
10,098
+502
+5% +$102K 0.44% 61
2020
Q2 		$1.85M Sell
9,596
-254
-3% -$47.7K 0.41% 64
2020
Q1 		$1.64M Sell
9,850
-99
-1% -$18.1K 0.47% 59
2019
Q4 		$1.91M Buy
+9,949
New +$1.78M 0.44% 61

Other funds holding VHT

AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SlateStone Wealth's VHT Position: Q2 2026 in Review

SlateStone Wealth reduced its Vanguard Health Care ETF (VHT) stake by 1.7% in Q2 2026, selling an estimated $25.3K and leaving 5,158 shares worth $1.54M. The position accounts for 0.12% of the portfolio, ranked #133.

SlateStone Wealth first reported a position in VHT in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.49M in Q4 2021. 244 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • SlateStone Wealth held 5,158 shares of Vanguard Health Care ETF worth $1.54M as of Q2 2026.
  • SlateStone Wealth sold 91 Vanguard Health Care ETF shares in Q2 2026, an estimated $25.3K.
  • Vanguard Health Care ETF made up 0.12% of SlateStone Wealth's portfolio in Q2 2026, its #133 holding.
  • SlateStone Wealth first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 27 quarters since.
  • SlateStone Wealth's Vanguard Health Care ETF position peaked at $2.49M in Q4 2021.
  • 244 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.