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

Summit Place Financial Advisors’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	$389K	Hold	1,300	–	–	0.17%	83
2026 Q1	$354K	Sell	1,300 -350	-21%	-$100K	0.17%	85
2025 Q4	$475K	Hold	1,650	–	–	0.23%	72
2025 Q3	$428K	Hold	1,650	–	–	0.2%	76
2025 Q2	$410K	Hold	1,650	–	–	0.21%	70
2025 Q1	$437K	Hold	1,650	–	–	0.25%	70
2024 Q4	$419K	Hold	1,650	–	–	0.24%	71
2024 Q3	$466K	Hold	1,650	–	–	0.26%	68
2024 Q2	$439K	Hold	1,650	–	–	0.26%	69
2024 Q1	$446K	Hold	1,650	–	–	0.26%	72
2023 Q4	$414K	Sell	1,650 -275	-14%	-$65.1K	0.27%	70
2023 Q3	$453K	Sell	1,925 -110	-5%	-$26.8K	0.32%	70
2023 Q2	$498K	Sell	2,035 -75	-4%	-$18.2K	0.32%	70
2023 Q1	$503K	Buy	2,110 +1,000	+90%	+$241K	0.36%	68
2022 Q4	$275K	Sell	1,110 -10	-0.9%	-$2.42K	0.23%	76
2022 Q3	$251K	Hold	1,120	–	–	0.23%	79
2022 Q2	$264K	Hold	1,120	–	–	0.22%	86
2022 Q1	$285K	Hold	1,120	–	–	0.19%	97
2021 Q4	$298K	Sell	1,120 -70	-6%	-$17.9K	0.21%	89
2021 Q3	$294K	Sell	1,190 -265	-18%	-$68K	0.21%	90
2021 Q2	$360K	Sell	1,455 -225	-13%	-$53.8K	0.26%	84
2021 Q1	$384K	Sell	1,680 -20	-1%	-$4.59K	0.31%	81
2020 Q4	$380K	Sell	1,700 -350	-17%	-$74.8K	0.33%	71
2020 Q3	$418K	Buy	+2,050	New	+$415K	0.42%	70

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Summit Place Financial Advisors's VHT Position: Q2 2026 in Review

Summit Place Financial Advisors held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 1,300 shares worth $389K. The position accounts for 0.17% of the portfolio, ranked #83.

Summit Place Financial Advisors first reported a position in VHT in Q3 2020 and has held it in 24 quarters since. The position peaked at $503K in Q1 2023. 1,118 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Summit Place Financial Advisors held 1,300 shares of Vanguard Health Care ETF worth $389K as of Q2 2026.
Summit Place Financial Advisors left its Vanguard Health Care ETF share count unchanged in Q2 2026.
Vanguard Health Care ETF made up 0.17% of Summit Place Financial Advisors's portfolio in Q2 2026, its #83 holding.
Summit Place Financial Advisors first reported a position in Vanguard Health Care ETF in Q3 2020 and has held it in 24 quarters since.
Summit Place Financial Advisors's Vanguard Health Care ETF position peaked at $503K in Q1 2023.
1,118 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.