Smith Anglin Financial’s Vanguard Health Care ETF VHT Stock Holding History

Smith Anglin Financial’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
2025 Q2	–	Sell	-860	Closed	-$228K	–	227
2025 Q1	$228K	Buy	860 +15	+2%	+$4K	0.02%	184
2024 Q4	$214K	Buy	845 +35	+4%	+$9.43K	0.02%	195
2024 Q3	$229K	Buy	810 +2	+0.2%	+$556	0.02%	180
2024 Q2	$215K	Hold	808	–	–	0.02%	178
2024 Q1	$219K	Sell	808 -106	-12%	-$27.8K	0.02%	176
2023 Q4	$229K	Sell	914 -329	-26%	-$77.9K	0.03%	156
2023 Q3	$292K	Buy	1,243 +75	+6%	+$18.3K	0.04%	132
2023 Q2	$286K	Buy	1,168 +60	+5%	+$14.6K	0.03%	136
2023 Q1	$264K	Buy	1,108 +213	+24%	+$51.3K	0.04%	134
2022 Q4	$222K	Buy	+895	New	+$217K	0.04%	130

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Smith Anglin Financial's VHT Position: Q2 2025 in Review

Smith Anglin Financial sold out of Vanguard Health Care ETF (VHT) in Q2 2025, closing a stake of 860 shares — an estimated $228K sold.

Smith Anglin Financial first reported a position in VHT in Q4 2022 and held it in 10 quarters. The position peaked at $292K in Q3 2023. 1,018 funds tracked by Wall St. Rank hold VHT as of Q2 2025.

Smith Anglin Financial reported no remaining Vanguard Health Care ETF position as of Q2 2025 after selling out during the quarter.
Smith Anglin Financial sold 860 Vanguard Health Care ETF shares in Q2 2025, an estimated $228K.
Smith Anglin Financial first reported a position in Vanguard Health Care ETF in Q4 2022 and held it in 10 quarters.
Smith Anglin Financial's Vanguard Health Care ETF position peaked at $292K in Q3 2023.
1,018 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.