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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Summit Financial's VHT Position: Q1 2026 in Review

Summit Financial reduced its Vanguard Health Care ETF (VHT) stake by 86% in Q1 2026, selling an estimated $7.04M and leaving 4,098 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #737.

Summit Financial first reported a position in VHT in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.27M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Summit Financial held 4,098 shares of Vanguard Health Care ETF worth $1.12M as of Q1 2026.
  • Summit Financial sold 24,632 Vanguard Health Care ETF shares in Q1 2026, an estimated $7.04M.
  • Vanguard Health Care ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #737 holding.
  • Summit Financial first reported a position in Vanguard Health Care ETF in Q1 2024 and has held it in 9 quarters since.
  • Summit Financial's Vanguard Health Care ETF position peaked at $8.27M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.