TFA
VHT icon

Tranquilli Financial Advisor’s Vanguard Health Care ETF VHT Stock Holding History

Tranquilli Financial Advisor’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 		$3.85M Sell
12,885
-424
-3% -$118K 2.07% 11
2026
Q1 		$3.62M Sell
13,309
-906
-6% -$259K 2.12% 12
2025
Q4 		$4.09M Buy
14,215
+9,260
+187% +$2.59M 2.37% 7
2025
Q3 		$1.29M Sell
4,955
-1,747
-26% -$438K 0.76% 39
2025
Q2 		$1.66M Sell
6,702
-2,400
-26% -$593K 1.03% 27
2025
Q1 		$2.41M Buy
9,102
+528
+6% +$141K 1.52% 22
2024
Q4 		$2.18M Sell
8,574
-8,675
-50% -$2.34M 1.38% 22
2024
Q3 		$4.87M Buy
17,249
+164
+1% +$45.6K 3.05% 12
2024
Q2 		$4.52M Sell
17,085
-555
-3% -$146K 3.03% 11
2024
Q1 		$4.77M Buy
+17,640
New +$4.63M 3.18% 12
2023
Q4 		– Sell
-14,246
Closed -$3.35M – 109
2023
Q3 		$3.35M Buy
+14,246
New +$3.47M 2.42% 17
2023
Q1 		– Sell
-6,239
Closed -$1.55M – 94
2022
Q4 		$1.55M Buy
+6,239
New +$1.51M 1.17% 11
2022
Q2 		– Sell
-12,919
Closed -$3.29M – 84
2022
Q1 		$3.29M Sell
12,919
-5,926
-31% -$1.46M 2.34% 16
2021
Q4 		$5.02M Buy
18,845
+751
+4% +$192K 3.51% 10
2021
Q3 		$4.47M Buy
18,094
+317
+2% +$81.3K 3.35% 12
2021
Q2 		$4.39M Buy
17,777
+191
+1% +$45.6K 3.3% 13
2021
Q1 		$4.02M Buy
17,586
+279
+2% +$64K 3.25% 14
2020
Q4 		$3.87M Buy
+17,307
New +$3.7M 3.52% 10

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

Tranquilli Financial Advisor's VHT Position: Q2 2026 in Review

Tranquilli Financial Advisor reduced its Vanguard Health Care ETF (VHT) stake by 3.2% in Q2 2026, selling an estimated $118K and leaving 12,885 shares worth $3.85M. The position accounts for 2.07% of the portfolio, ranked #11.

Tranquilli Financial Advisor first reported a position in VHT in Q4 2020 and has held it in 18 quarters since. The position peaked at $5.02M in Q4 2021. 1,118 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Tranquilli Financial Advisor held 12,885 shares of Vanguard Health Care ETF worth $3.85M as of Q2 2026.
  • Tranquilli Financial Advisor sold 424 Vanguard Health Care ETF shares in Q2 2026, an estimated $118K.
  • Vanguard Health Care ETF made up 2.07% of Tranquilli Financial Advisor's portfolio in Q2 2026, its #11 holding.
  • Tranquilli Financial Advisor first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 18 quarters since.
  • Tranquilli Financial Advisor's Vanguard Health Care ETF position peaked at $5.02M in Q4 2021.
  • 1,118 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q2 2026, filed 7 Aug 2026.