Stonehage Fleming Financial Services’s Vanguard Health Care ETF VHT Stock Holding History

Stonehage Fleming Financial Services’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	$3.98M	Buy	13,320 +1,215	+10%	+$338K	0.14%	40
2026 Q1	$3.3M	Buy	12,105 +4,992	+70%	+$1.43M	0.12%	42
2025 Q4	$2.05M	Sell	7,113 -2,198	-24%	-$614K	0.06%	44
2025 Q3	$2.42M	Sell	9,311 -219	-2%	-$54.9K	0.07%	43
2025 Q2	$2.37M	Buy	9,530 +897	+10%	+$222K	0.07%	43
2025 Q1	$2.29M	Buy	8,633 +464	+6%	+$124K	0.08%	35
2024 Q4	$2.07M	Buy	8,169 +570	+8%	+$154K	0.06%	41
2024 Q3	$2.14M	Buy	7,599 +2,535	+50%	+$704K	0.06%	40
2024 Q2	$1.35M	Sell	5,064 -502	-9%	-$132K	0.04%	47
2024 Q1	$1.31M	Buy	5,566 +1,054	+23%	+$277K	0.08%	31
2023 Q4	$1.13M	Sell	4,512 -1,054	-19%	-$250K	0.03%	53
2023 Q3	$1.31M	Hold	5,566	–	–	0.12%	59
2023 Q2	$1.33M	Hold	5,566	–	–	0.05%	48
2023 Q1	$1.31M	Buy	5,566 +1,412	+34%	+$340K	0.08%	31
2022 Q4	$1.03M	Sell	4,154 -1,412	-25%	-$342K	0.08%	39
2022 Q3	$1.24M	Buy	5,566 +1,412	+34%	+$337K	0.1%	31
2022 Q2	$978K	Buy	+4,154	New	+$1M	0.04%	67

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

Stonehage Fleming Financial Services's VHT Position: Q2 2026 in Review

Stonehage Fleming Financial Services increased its Vanguard Health Care ETF (VHT) stake by 10% in Q2 2026, buying an estimated $338K and bringing the position to 13,320 shares worth $3.98M. The position accounts for 0.14% of the portfolio, ranked #40.

Stonehage Fleming Financial Services first reported a position in VHT in Q2 2022 and has held it in 17 quarters since. 1,113 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Stonehage Fleming Financial Services held 13,320 shares of Vanguard Health Care ETF worth $3.98M as of Q2 2026.
Stonehage Fleming Financial Services bought 1,215 Vanguard Health Care ETF shares in Q2 2026, an estimated $338K.
Vanguard Health Care ETF made up 0.14% of Stonehage Fleming Financial Services's portfolio in Q2 2026, its #40 holding.
Stonehage Fleming Financial Services first reported a position in Vanguard Health Care ETF in Q2 2022 and has held it in 17 quarters since.
1,113 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Stonehage Fleming Financial Services's 13F filing for Q2 2026, filed 17 Aug 2026.