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

Summit Financial’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 		$1.28M Buy
4,295
+197
+5% +$54.8K 0.01% 761
2026
Q1 		$1.12M Sell
4,098
-24,632
-86% -$7.04M 0.01% 737
2025
Q4 		$8.27M Sell
28,730
-1,744
-6% -$487K 0.12% 159
2025
Q3 		$7.91M Buy
30,474
+961
+3% +$241K 0.12% 155
2025
Q2 		$7.33M Buy
29,513
+202
+0.7% +$49.9K 0.17% 112
2025
Q1 		$7.76M Buy
29,311
+27,282
+1,345% +$7.27M 0.22% 87
2024
Q4 		$515K Sell
2,029
-28
-1% -$7.54K 0.02% 448
2024
Q3 		$583K Buy
2,057
+468
+29% +$130K 0.02% 350
2024
Q2 		$424K Buy
1,589
+328
+26% +$86K 0.02% 358
2024
Q1 		$341K Buy
+1,261
New +$331K 0.02% 310

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's VHT Position: Q2 2026 in Review

Summit Financial increased its Vanguard Health Care ETF (VHT) stake by 4.8% in Q2 2026, buying an estimated $54.8K and bringing the position to 4,295 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #761.

Summit Financial first reported a position in VHT in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.27M in Q4 2025. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Summit Financial held 4,295 shares of Vanguard Health Care ETF worth $1.28M as of Q2 2026.
  • Summit Financial bought 197 Vanguard Health Care ETF shares in Q2 2026, an estimated $54.8K.
  • Vanguard Health Care ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #761 holding.
  • Summit Financial first reported a position in Vanguard Health Care ETF in Q1 2024 and has held it in 10 quarters since.
  • Summit Financial's Vanguard Health Care ETF position peaked at $8.27M in Q4 2025.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.