SFS
VHT icon

Summit Financial Strategies’s Vanguard Health Care ETF VHT Stock Holding History

Summit Financial Strategies’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 		$231K Sell
771
-147
-16% -$40.9K 0.02% 147
2026
Q1 		$250K Sell
918
-296
-24% -$84.6K 0.02% 139
2025
Q4 		$349K Sell
1,214
-26
-2% -$7.26K 0.03% 115
2025
Q3 		$322K Sell
1,240
-189
-13% -$47.4K 0.03% 119
2025
Q2 		$355K Sell
1,429
-173
-11% -$42.8K 0.03% 111
2025
Q1 		$424K Sell
1,602
-104
-6% -$27.7K 0.04% 94
2024
Q4 		$433K Sell
1,706
-12
-0.7% -$3.23K 0.05% 92
2024
Q3 		$485K Buy
1,718
+124
+8% +$34.4K 0.05% 85
2024
Q2 		$424K Hold
1,594
– – 0.05% 90
2024
Q1 		$431K Hold
1,594
– – 0.06% 88
2023
Q4 		$400K Sell
1,594
-127
-7% -$30.1K 0.06% 89
2023
Q3 		$405K Sell
1,721
-100
-5% -$24.4K 0.08% 77
2023
Q2 		$446K Sell
1,821
-165
-8% -$40.1K 0.08% 71
2023
Q1 		$474K Hold
1,986
– – 0.09% 73
2022
Q4 		$493K Hold
1,986
– – 0.11% 67
2022
Q3 		$444K Hold
1,986
– – 0.11% 66
2022
Q2 		$468K Hold
1,986
– – 0.11% 66
2022
Q1 		$505K Hold
1,986
– – 0.1% 63
2021
Q4 		$529K Sell
1,986
-950
-32% -$242K 0.1% 61
2021
Q3 		$726K Hold
2,936
– – 0.14% 51
2021
Q2 		$726K Buy
+2,936
New +$702K 0.14% 52
2021
Q1 		– Sell
-1,986
Closed -$444K – 76
2020
Q4 		$444K Buy
1,986
+100
+5% +$21.4K 0.15% 45
2020
Q3 		$385K Hold
1,886
– – 0.16% 42
2020
Q2 		$363K Sell
1,886
-73
-4% -$13.7K 0.16% 42
2020
Q1 		$325K Hold
1,959
– – 0.18% 37
2019
Q4 		$376K Hold
1,959
– – 0.18% 37
2019
Q3 		$328K Hold
1,959
– – 0.16% 40
2019
Q2 		$341K Hold
1,959
– – 0.17% 36
2019
Q1 		$338K Hold
1,959
– – 0.17% 35
2018
Q4 		$315K Hold
1,959
– – 0.18% 38
2018
Q3 		$353K Buy
+1,959
New +$337K 0.16% 33

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 Financial Strategies's VHT Position: Q2 2026 in Review

Summit Financial Strategies reduced its Vanguard Health Care ETF (VHT) stake by 16% in Q2 2026, selling an estimated $40.9K and leaving 771 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #147.

Summit Financial Strategies first reported a position in VHT in Q3 2018 and has held it in 31 quarters since. The position peaked at $726K in Q3 2021. 1,113 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Summit Financial Strategies held 771 shares of Vanguard Health Care ETF worth $231K as of Q2 2026.
  • Summit Financial Strategies sold 147 Vanguard Health Care ETF shares in Q2 2026, an estimated $40.9K.
  • Vanguard Health Care ETF made up 0.02% of Summit Financial Strategies's portfolio in Q2 2026, its #147 holding.
  • Summit Financial Strategies first reported a position in Vanguard Health Care ETF in Q3 2018 and has held it in 31 quarters since.
  • Summit Financial Strategies's Vanguard Health Care ETF position peaked at $726K in Q3 2021.
  • 1,113 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.