Strategic Investment Solutions’s Vanguard Health Care ETF VHT Stock Holding History

Strategic Investment Solutions’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	$341K	Sell	1,142 -238	-17%	-$66.2K	0.08%	122
2026 Q1	$376K	Sell	1,380 -238	-15%	-$68K	0.09%	108
2025 Q4	$466K	Sell	1,618 -1,734	-52%	-$484K	0.11%	93
2025 Q3	$871K	Sell	3,352 -1,211	-27%	-$304K	0.23%	69
2025 Q2	$1.13M	Buy	4,563 +3,834	+526%	+$948K	0.34%	55
2025 Q1	$193K	Hold	729	–	–	0.06%	109
2024 Q4	$185K	Hold	729	–	–	0.06%	104
2024 Q3	$206K	Buy	729 +21	+3%	+$5.83K	0.06%	97
2024 Q2	$191K	Buy	+708	New	+$186K	0.06%	97
2023 Q4	$183K	Sell	729 -45,520	-98%	-$10.8M	0.03%	213
2023 Q3	$11.3M	Buy	46,249 +45,521	+6,253%	+$11.1M	0.14%	88
2023 Q2	$178K	Hold	728	–	–	0.04%	155
2023 Q1	$174K	Buy	+728	New	+$175K	0.03%	195

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

Strategic Investment Solutions's VHT Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Vanguard Health Care ETF (VHT) stake by 17% in Q2 2026, selling an estimated $66.2K and leaving 1,142 shares worth $341K. The position accounts for 0.08% of the portfolio, ranked #122.

Strategic Investment Solutions first reported a position in VHT in Q1 2023 and has held it in 13 quarters since. The position peaked at $11.3M in Q3 2023. 1,122 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Strategic Investment Solutions held 1,142 shares of Vanguard Health Care ETF worth $341K as of Q2 2026.
Strategic Investment Solutions sold 238 Vanguard Health Care ETF shares in Q2 2026, an estimated $66.2K.
Vanguard Health Care ETF made up 0.08% of Strategic Investment Solutions's portfolio in Q2 2026, its #122 holding.
Strategic Investment Solutions first reported a position in Vanguard Health Care ETF in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's Vanguard Health Care ETF position peaked at $11.3M in Q3 2023.
1,122 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.