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Spinnaker Investment Group’s Vanguard Health Care ETF VHT Stock Holding History

Spinnaker Investment Group’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 		$708K Buy
2,369
+483
+26% +$134K 0.11% 75
2026
Q1 		$514K Sell
1,886
-496
-21% -$142K 0.1% 76
2025
Q4 		$686K Buy
2,382
+845
+55% +$236K 0.12% 62
2025
Q3 		$399K Buy
1,537
+290
+23% +$72.8K 0.08% 101
2025
Q2 		$310K Sell
1,247
-519
-29% -$128K 0.07% 79
2025
Q1 		$468K Buy
1,766
+165
+10% +$44K 0.11% 63
2024
Q4 		$406K Buy
1,601
+244
+18% +$65.7K 0.1% 59
2024
Q3 		$383K Buy
+1,357
New +$377K 0.09% 60

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

Spinnaker Investment Group's VHT Position: Q2 2026 in Review

Spinnaker Investment Group increased its Vanguard Health Care ETF (VHT) stake by 26% in Q2 2026, buying an estimated $134K and bringing the position to 2,369 shares worth $708K. The position accounts for 0.11% of the portfolio, ranked #75.

Spinnaker Investment Group first reported a position in VHT in Q3 2024 and has held it in 8 quarters since. 244 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Spinnaker Investment Group held 2,369 shares of Vanguard Health Care ETF worth $708K as of Q2 2026.
  • Spinnaker Investment Group bought 483 Vanguard Health Care ETF shares in Q2 2026, an estimated $134K.
  • Vanguard Health Care ETF made up 0.11% of Spinnaker Investment Group's portfolio in Q2 2026, its #75 holding.
  • Spinnaker Investment Group first reported a position in Vanguard Health Care ETF in Q3 2024 and has held it in 8 quarters since.
  • 244 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.