Steigerwald Gordon & Koch’s Vanguard Health Care ETF VHT Stock Holding History

Steigerwald Gordon & Koch’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	$180K	Hold	603	–	–	0.02%	161
2026 Q1	$164K	Sell	603 -33	-5%	-$9.43K	0.02%	154
2025 Q4	$183K	Buy	636 +33	+5%	+$9.22K	0.02%	154
2025 Q3	$156K	Buy	+603	New	+$151K	0.02%	166
2023 Q1	–	Sell	-833	Closed	-$207K	–	114
2022 Q4	$207K	Buy	+833	New	+$202K	0.03%	107
2022 Q3	–	Sell	-853	Closed	-$201K	–	108
2022 Q2	$201K	Hold	853	–	–	0.04%	109
2022 Q1	$217K	Hold	853	–	–	0.03%	108
2021 Q4	$227K	Hold	853	–	–	0.03%	115
2021 Q3	$211K	Hold	853	–	–	0.03%	112
2021 Q2	$211K	Buy	+853	New	+$204K	0.03%	108

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

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Steigerwald Gordon & Koch's VHT Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 603 shares worth $180K. The position accounts for 0.02% of the portfolio, ranked #161.

Steigerwald Gordon & Koch first reported a position in VHT in Q2 2021 and has held it in 10 quarters since. The position peaked at $227K in Q4 2021. 1,122 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Steigerwald Gordon & Koch held 603 shares of Vanguard Health Care ETF worth $180K as of Q2 2026.
Steigerwald Gordon & Koch left its Vanguard Health Care ETF share count unchanged in Q2 2026.
Vanguard Health Care ETF made up 0.02% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #161 holding.
Steigerwald Gordon & Koch first reported a position in Vanguard Health Care ETF in Q2 2021 and has held it in 10 quarters since.
Steigerwald Gordon & Koch's Vanguard Health Care ETF position peaked at $227K in Q4 2021.
1,122 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.