Sterling Investment Counsel’s Vanguard Health Care ETF VHT Stock Holding History

Sterling Investment Counsel’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	$236K	Hold	790	–	–	0.06%	182
2026 Q1	$215K	Hold	790	–	–	0.06%	186
2025 Q4	$227K	Hold	790	–	–	0.07%	168
2025 Q3	$205K	Buy	+790	New	+$198K	0.07%	127
2025 Q2	–	Sell	-868	Closed	-$230K	–	174
2025 Q1	$230K	Buy	+868	New	+$231K	0.08%	159
2024 Q4	–	Sell	-867	Closed	-$245K	–	172
2024 Q3	$245K	Hold	867	–	–	0.09%	143
2024 Q2	$231K	Hold	867	–	–	0.09%	145
2024 Q1	$235K	Sell	867 -190	-18%	-$49.9K	0.11%	147
2023 Q4	$265K	Buy	1,057 +1	+0.1%	+$237	0.14%	126
2023 Q3	$248K	Hold	1,056	–	–	0.14%	127
2023 Q2	$259K	Sell	1,056 -9	-0.8%	-$2.19K	0.14%	125
2023 Q1	$254K	Buy	1,065 +9	+0.9%	+$2.17K	0.15%	129
2022 Q4	$262K	Buy	1,056 +1	+0.1%	+$242	0.16%	130
2022 Q3	$236K	Hold	1,055	–	–	0.17%	121
2022 Q2	$248K	Hold	1,055	–	–	0.19%	123
2022 Q1	$268K	Hold	1,055	–	–	0.18%	118
2021 Q4	$281K	Buy	+1,055	New	+$269K	0.19%	111

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 22.96% 1-Year Est. Return

Sterling Investment Counsel's VHT Position: Q2 2026 in Review

Sterling Investment Counsel held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 790 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #182.

Sterling Investment Counsel first reported a position in VHT in Q4 2021 and has held it in 17 quarters since. The position peaked at $281K in Q4 2021. 1,120 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Sterling Investment Counsel held 790 shares of Vanguard Health Care ETF worth $236K as of Q2 2026.
Sterling Investment Counsel left its Vanguard Health Care ETF share count unchanged in Q2 2026.
Vanguard Health Care ETF made up 0.06% of Sterling Investment Counsel's portfolio in Q2 2026, its #182 holding.
Sterling Investment Counsel first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 17 quarters since.
Sterling Investment Counsel's Vanguard Health Care ETF position peaked at $281K in Q4 2021.
1,120 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.