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Summit Wealth Group’s Vanguard Health Care ETF VHT Stock Holding History

Summit Wealth Group’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 		$7.43M Buy
24,838
+332
+1% +$92.3K 1.51% 18
2026
Q1 		$6.67M Buy
24,506
+314
+1% +$89.8K 1.53% 19
2025
Q4 		$6.96M Sell
24,192
-307
-1% -$85.8K 1.63% 18
2025
Q3 		$6.36M Sell
24,499
-624
-2% -$157K 1.54% 19
2025
Q2 		$6.24M Buy
25,123
+970
+4% +$240K 1.6% 18
2025
Q1 		$6.39M Buy
24,153
+244
+1% +$65K 1.87% 15
2024
Q4 		$6.07M Buy
23,909
+791
+3% +$213K 1.76% 15
2024
Q3 		$6.52M Sell
23,118
-565
-2% -$157K 1.88% 14
2024
Q2 		$6.3M Buy
23,683
+661
+3% +$173K 1.89% 12
2024
Q1 		$6.23M Buy
23,022
+690
+3% +$181K 4.24% 7
2023
Q4 		$5.6M Buy
22,332
+1,303
+6% +$309K 4.38% 7
2023
Q3 		$4.94M Buy
21,029
+505
+2% +$123K 4.41% 7
2023
Q2 		$5.03M Buy
20,524
+20,453
+28,807% +$4.98M 2.03% 12
2023
Q1 		$17K Buy
+71
New +$17.1K 0.41% 34

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 Wealth Group's VHT Position: Q2 2026 in Review

Summit Wealth Group increased its Vanguard Health Care ETF (VHT) stake by 1.4% in Q2 2026, buying an estimated $92.3K and bringing the position to 24,838 shares worth $7.43M. The position accounts for 1.51% of the portfolio, ranked #18.

Summit Wealth Group first reported a position in VHT in Q1 2023 and has held it in 14 quarters since. 1,118 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Summit Wealth Group held 24,838 shares of Vanguard Health Care ETF worth $7.43M as of Q2 2026.
  • Summit Wealth Group bought 332 Vanguard Health Care ETF shares in Q2 2026, an estimated $92.3K.
  • Vanguard Health Care ETF made up 1.51% of Summit Wealth Group's portfolio in Q2 2026, its #18 holding.
  • Summit Wealth Group first reported a position in Vanguard Health Care ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,118 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.