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Summit Asset Management’s Vanguard Health Care ETF VHT Stock Holding History

Summit Asset Management’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 		$367K Buy
1,227
+2
+0.2% +$556 0.05% 141
2026
Q1 		$334K Buy
1,225
+2
+0.2% +$572 0.05% 138
2025
Q4 		$352K Buy
1,223
+29
+2% +$8.1K 0.05% 129
2025
Q3 		$310K Buy
1,194
+2
+0.2% +$502 0.05% 137
2025
Q2 		$296K Buy
1,192
+3
+0.3% +$741 0.05% 137
2025
Q1 		$315K Sell
1,189
-18
-1% -$4.79K 0.05% 132
2024
Q4 		$306K Sell
1,207
-30
-2% -$8.08K 0.05% 131
2024
Q3 		$349K Sell
1,237
-65
-5% -$18.1K 0.07% 122
2024
Q2 		$346K Hold
1,302
– – 0.07% 115
2024
Q1 		$352K Buy
1,302
+2
+0.2% +$525 0.08% 115
2023
Q4 		$326K Buy
1,300
+6
+0.5% +$1.42K 0.08% 117
2023
Q3 		$304K Buy
1,294
+2
+0.2% +$488 0.08% 117
2023
Q2 		$316K Hold
1,292
– – 0.08% 117
2023
Q1 		$308K Buy
1,292
+3
+0.2% +$722 0.08% 116
2022
Q4 		$320K Buy
1,289
+5
+0.4% +$1.21K 0.09% 115
2022
Q3 		$287K Hold
1,284
– – 0.09% 114
2022
Q2 		$302K Buy
1,284
+2
+0.2% +$482 0.09% 118
2022
Q1 		$326K Buy
1,282
+2
+0.2% +$494 0.09% 122
2021
Q4 		$341K Buy
1,280
+21
+2% +$5.36K 0.1% 118
2021
Q3 		$311K Buy
+1,259
New +$323K 0.1% 118

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Summit Asset Management's VHT Position: Q2 2026 in Review

Summit Asset Management increased its Vanguard Health Care ETF (VHT) stake by 0.16% in Q2 2026, buying an estimated $556 and bringing the position to 1,227 shares worth $367K. The position accounts for 0.05% of the portfolio, ranked #141.

Summit Asset Management first reported a position in VHT in Q3 2021 and has held it in 20 quarters since. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Summit Asset Management held 1,227 shares of Vanguard Health Care ETF worth $367K as of Q2 2026.
  • Summit Asset Management bought 2 Vanguard Health Care ETF shares in Q2 2026, an estimated $556.
  • Vanguard Health Care ETF made up 0.05% of Summit Asset Management's portfolio in Q2 2026, its #141 holding.
  • Summit Asset Management first reported a position in Vanguard Health Care ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.