SGWP
VHT icon

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

Sun Group Wealth Partners’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 		– Sell
-1,347
Closed -$367K – 87
2026
Q1 		$367K Buy
+1,347
New +$385K 0.29% 53

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

Sun Group Wealth Partners's VHT Position: Q2 2026 in Review

Sun Group Wealth Partners sold out of Vanguard Health Care ETF (VHT) in Q2 2026, closing a stake of 1,347 shares — an estimated $367K sold.

Sun Group Wealth Partners first reported a position in VHT in Q1 2026 and held it in 1 quarter. The position peaked at $367K in Q1 2026. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Sun Group Wealth Partners reported no remaining Vanguard Health Care ETF position as of Q2 2026 after selling out during the quarter.
  • Sun Group Wealth Partners sold 1,347 Vanguard Health Care ETF shares in Q2 2026, an estimated $367K.
  • Sun Group Wealth Partners first reported a position in Vanguard Health Care ETF in Q1 2026 and held it in 1 quarter.
  • Sun Group Wealth Partners's Vanguard Health Care ETF position peaked at $367K in Q1 2026.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.