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Stonebridge Financial Group (Pennsylvania)’s Vanguard Health Care ETF VHT Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$1.55M Hold
5,170
– – 0.12% 114
2026
Q1 		$1.41M Hold
5,170
– – 0.12% 112
2025
Q4 		$1.49M Hold
5,170
– – 0.13% 110
2025
Q3 		$1.34M Hold
5,170
– – 0.12% 112
2025
Q2 		$1.28M Hold
5,170
– – 0.12% 107
2025
Q1 		$1.37M Sell
5,170
-93
-2% -$24.8K 0.15% 99
2024
Q4 		$1.34M Buy
+5,263
New +$1.42M 0.15% 100

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s VHT Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 5,170 shares worth $1.55M. The position accounts for 0.12% of the portfolio, ranked #114.

Stonebridge Financial Group (Pennsylvania) first reported a position in VHT in Q4 2024 and has held it in 7 quarters since. 981 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 5,170 shares of Vanguard Health Care ETF worth $1.55M as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) left its Vanguard Health Care ETF share count unchanged in Q2 2026.
  • Vanguard Health Care ETF made up 0.12% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #114 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 7 quarters since.
  • 981 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.