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SP Asset Management’s Vanguard Health Care ETF VHT Stock Holding History

SP Asset 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 		$12.6M Buy
42,255
+2,286
+6% +$636K 1.01% 28
2026
Q1 		$10.9M Buy
39,969
+7,142
+22% +$2.04M 0.96% 28
2025
Q4 		$9.45M Buy
32,827
+281
+0.9% +$78.5K 0.75% 30
2025
Q3 		$8.45M Buy
32,546
+1,147
+4% +$288K 0.67% 31
2025
Q2 		$7.8M Buy
31,399
+3,900
+14% +$964K 0.64% 32
2025
Q1 		$7.28M Buy
27,499
+1,316
+5% +$351K 0.64% 33
2024
Q4 		$6.64M Sell
26,183
-295
-1% -$79.5K 0.56% 38
2024
Q3 		$7.47M Buy
26,478
+91
+0.3% +$25.3K 0.62% 36
2024
Q2 		$7.02M Hold
26,387
– – 0.64% 34
2024
Q1 		$7.14M Sell
26,387
-200
-0.8% -$52.5K 0.66% 35
2023
Q4 		$6.67M Buy
26,587
+4,559
+21% +$1.08M 0.68% 35
2023
Q3 		$5.18M Buy
22,028
+14,349
+187% +$3.5M 0.58% 40
2023
Q2 		$1.88M Buy
7,679
+2,140
+39% +$521K 0.21% 62
2023
Q1 		$1.32M Buy
+5,539
New +$1.33M 0.16% 65

Other funds holding VHT

EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WAG
Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

SP Asset Management's VHT Position: Q2 2026 in Review

SP Asset Management increased its Vanguard Health Care ETF (VHT) stake by 5.7% in Q2 2026, buying an estimated $636K and bringing the position to 42,255 shares worth $12.6M. The position accounts for 1.01% of the portfolio, ranked #28.

SP Asset Management first reported a position in VHT in Q1 2023 and has held it in 14 quarters since. 605 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • SP Asset Management held 42,255 shares of Vanguard Health Care ETF worth $12.6M as of Q2 2026.
  • SP Asset Management bought 2,286 Vanguard Health Care ETF shares in Q2 2026, an estimated $636K.
  • Vanguard Health Care ETF made up 1.01% of SP Asset Management's portfolio in Q2 2026, its #28 holding.
  • SP Asset Management first reported a position in Vanguard Health Care ETF in Q1 2023 and has held it in 14 quarters since.
  • 605 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on SP Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.