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

Summit Trail 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 		$1.25M Sell
4,189
-142
-3% -$39.5K 0.02% 884
2026
Q1 		$1.18M Buy
4,331
+450
+12% +$129K 0.02% 861
2025
Q4 		$1.12M Hold
3,881
– – 0.02% 755
2025
Q3 		$1.01M Sell
3,881
-80
-2% -$20.1K 0.01% 829
2025
Q2 		$984K Hold
3,961
– – 0.02% 489
2025
Q1 		$1.05M Sell
3,961
-357
-8% -$95.1K 0.03% 151
2024
Q4 		$1.1M Hold
4,318
– – 0.04% 130
2024
Q3 		$1.22M Buy
4,318
+25
+0.6% +$6.94K 0.03% 233
2024
Q2 		$1.15M Buy
4,293
+214
+5% +$56.1K 0.03% 223
2024
Q1 		$1.1M Sell
4,079
-457
-10% -$120K 0.03% 206
2023
Q4 		$1.14M Buy
4,536
+315
+7% +$74.6K 0.04% 156
2023
Q3 		$996K Hold
4,221
– – 0.04% 165
2023
Q2 		$1.04M Buy
4,221
+800
+23% +$195K 0.04% 164
2023
Q1 		$816K Buy
3,421
+231
+7% +$55.6K 0.03% 153
2022
Q4 		$791K Sell
3,190
-443
-12% -$107K 0.04% 136
2022
Q3 		$816K Sell
3,633
-22
-0.6% -$5.25K 0.04% 122
2022
Q2 		$861K Sell
3,655
-150
-4% -$36.2K 0.05% 135
2022
Q1 		$968K Sell
3,805
-350
-8% -$86.5K 0.08% 109
2021
Q4 		$1.11M Buy
4,155
+60
+1% +$15.3K 0.07% 123
2021
Q3 		$1.02M Hold
4,095
– – 0.08% 115
2021
Q2 		$1.01M Hold
4,095
– – 0.09% 105
2021
Q1 		$937K Buy
4,095
+490
+14% +$112K 0.1% 90
2020
Q4 		$807K Sell
3,605
-600
-14% -$128K 0.1% 90
2020
Q3 		$905K Sell
4,205
-125
-3% -$25.3K 0.18% 65
2020
Q2 		$834K Sell
4,330
-395
-8% -$74.1K 0.16% 61
2020
Q1 		$785K Buy
4,725
+2,975
+170% +$544K 0.21% 48
2019
Q4 		$336K Buy
+1,750
New +$314K 0.19% 49

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 Trail Advisors's VHT Position: Q2 2026 in Review

Summit Trail Advisors reduced its Vanguard Health Care ETF (VHT) stake by 3.3% in Q2 2026, selling an estimated $39.5K and leaving 4,189 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #884.

Summit Trail Advisors first reported a position in VHT in Q4 2019 and has held it in 27 quarters since. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Summit Trail Advisors held 4,189 shares of Vanguard Health Care ETF worth $1.25M as of Q2 2026.
  • Summit Trail Advisors sold 142 Vanguard Health Care ETF shares in Q2 2026, an estimated $39.5K.
  • Vanguard Health Care ETF made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #884 holding.
  • Summit Trail Advisors first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.