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Sowell Financial Services’s Vanguard Health Care ETF VHT Stock Holding History

Sowell Financial Services’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 		$405K Sell
1,353
-461
-25% -$128K 0.01% 741
2026
Q1 		$494K Sell
1,814
-27
-1% -$7.72K 0.02% 639
2025
Q4 		$530K Buy
1,841
+611
+50% +$171K 0.02% 627
2025
Q3 		$319K Sell
1,230
-195
-14% -$48.9K 0.01% 788
2025
Q2 		$354K Buy
1,425
+8
+0.6% +$1.98K 0.01% 720
2025
Q1 		$375K Buy
+1,417
New +$377K 0.02% 671
2023
Q2 		– Sell
-7,211
Closed -$1.72M – 825
2023
Q1 		$1.72M Buy
+7,211
New +$1.74M 0.13% 183
2021
Q2 		– Sell
-9,375
Closed -$2.23M – 2656
2021
Q1 		$2.23M Sell
9,375
-4,934
-34% -$1.13M 0.08% 224
2020
Q4 		$3.2M Buy
14,309
+419
+3% +$89.6K 0.14% 137
2020
Q3 		$2.83M Sell
13,890
-6,967
-33% -$1.41M 0.14% 129
2020
Q2 		$4.02M Buy
20,857
+10,245
+97% +$1.92M 0.22% 103
2020
Q1 		$1.76M Buy
10,612
+3,837
+57% +$701K 0.13% 173
2019
Q4 		$1.3M Sell
6,775
-115
-2% -$20.6K 0.1% 215
2019
Q3 		$1.16M Buy
+6,890
New +$1.18M 0.1% 221
2019
Q1 		$541K Sell
3,135
-3,121
-50% -$529K 0.06% 310
2018
Q4 		$1M Buy
+6,256
New +$1.06M 0.14% 158

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

Sowell Financial Services's VHT Position: Q2 2026 in Review

Sowell Financial Services reduced its Vanguard Health Care ETF (VHT) stake by 25% in Q2 2026, selling an estimated $128K and leaving 1,353 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #741.

Sowell Financial Services first reported a position in VHT in Q4 2018 and has held it in 16 quarters since. The position peaked at $4.02M in Q2 2020. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Sowell Financial Services held 1,353 shares of Vanguard Health Care ETF worth $405K as of Q2 2026.
  • Sowell Financial Services sold 461 Vanguard Health Care ETF shares in Q2 2026, an estimated $128K.
  • Vanguard Health Care ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #741 holding.
  • Sowell Financial Services first reported a position in Vanguard Health Care ETF in Q4 2018 and has held it in 16 quarters since.
  • Sowell Financial Services's Vanguard Health Care ETF position peaked at $4.02M in Q2 2020.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.