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Spire Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Spire Wealth 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 		$545K Sell
1,824
-147
-7% -$40.9K 0.02% 539
2026
Q1 		$537K Buy
1,971
+77
+4% +$22K 0.02% 525
2025
Q4 		$545K Sell
1,894
-13
-0.7% -$3.63K 0.02% 521
2025
Q3 		$495K Sell
1,907
-1,291
-40% -$324K 0.02% 527
2025
Q2 		$794K Sell
3,198
-555
-15% -$137K 0.03% 401
2025
Q1 		$994K Sell
3,753
-79
-2% -$21K 0.03% 402
2024
Q4 		$972K Sell
3,832
-62
-2% -$16.7K 0.03% 399
2024
Q3 		$1.1M Sell
3,894
-29
-0.7% -$8.05K 0.04% 358
2024
Q2 		$1.04M Sell
3,923
-128
-3% -$33.6K 0.04% 333
2024
Q1 		$1.1M Sell
4,051
-224
-5% -$58.8K 0.02% 354
2023
Q4 		$1.09M Sell
4,275
-509
-11% -$121K 0.04% 343
2023
Q3 		$1.12M Sell
4,784
-1,573
-25% -$383K 0.04% 308
2023
Q2 		$1.56M Sell
6,357
-201
-3% -$48.9K 0.06% 265
2023
Q1 		$1.56M Buy
6,558
+251
+4% +$60.4K 0.06% 263
2022
Q4 		$1.56M Buy
6,307
+658
+12% +$160K 0.09% 185
2022
Q3 		$1.26M Sell
5,649
-4,000
-41% -$955K 0.08% 178
2022
Q2 		$2.27M Buy
9,649
+828
+9% +$200K 0.09% 188
2022
Q1 		$2.27M Buy
8,821
+803
+10% +$198K 0.06% 249
2021
Q4 		$2.14M Buy
8,018
+428
+6% +$109K 0.05% 301
2021
Q3 		$1.88M Buy
7,590
+411
+6% +$105K 0.05% 291
2021
Q2 		$1.77M Sell
7,179
-208
-3% -$49.7K 0.05% 314
2021
Q1 		$1.68M Buy
+7,387
New +$1.69M 0.04% 323

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

Spire Wealth Management's VHT Position: Q2 2026 in Review

Spire Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 7.5% in Q2 2026, selling an estimated $40.9K and leaving 1,824 shares worth $545K. The position accounts for 0.02% of the portfolio, ranked #539.

Spire Wealth Management first reported a position in VHT in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.27M in Q2 2022. 244 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Spire Wealth Management held 1,824 shares of Vanguard Health Care ETF worth $545K as of Q2 2026.
  • Spire Wealth Management sold 147 Vanguard Health Care ETF shares in Q2 2026, an estimated $40.9K.
  • Vanguard Health Care ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #539 holding.
  • Spire Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Vanguard Health Care ETF position peaked at $2.27M in Q2 2022.
  • 244 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.