Summit Global Investments
VHT icon

Summit Global Investments’s Vanguard Health Care ETF VHT Stock Holding History

Summit Global Investments’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
Q3 		$884K Sell
2,798
-47
-2% -$14.7K 0.04% 248
2026
Q2 		$851K Buy
+2,845
New +$791K 0.05% 235
2024
Q1 		– Sell
-21,494
Closed -$5.39M – 610
2023
Q4 		$5.39M Buy
+21,494
New +$5.09M 0.35% 63

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Summit Global Investments's VHT Position: Q3 2026 in Review

Summit Global Investments reduced its Vanguard Health Care ETF (VHT) stake by 1.7% in Q3 2026, selling an estimated $14.7K and leaving 2,798 shares worth $884K. The position accounts for 0.04% of the portfolio, ranked #248.

Summit Global Investments first reported a position in VHT in Q4 2023 and has held it in 3 quarters since. The position peaked at $5.39M in Q4 2023. 813 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Summit Global Investments held 2,798 shares of Vanguard Health Care ETF worth $884K as of Q3 2026.
  • Summit Global Investments sold 47 Vanguard Health Care ETF shares in Q3 2026, an estimated $14.7K.
  • Vanguard Health Care ETF made up 0.04% of Summit Global Investments's portfolio in Q3 2026, its #248 holding.
  • Summit Global Investments first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 3 quarters since.
  • Summit Global Investments's Vanguard Health Care ETF position peaked at $5.39M in Q4 2023.
  • 813 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Summit Global Investments's 13F filing for Q3 2026, filed 28 Oct 2026.