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TrueWealth Financial Partners’s Vanguard Health Care ETF VHT Stock Holding History

TrueWealth Financial 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 		$11.1M Buy
37,253
+615
+2% +$171K 4.6% 10
2026
Q1 		$9.98M Buy
+36,638
New +$10.5M 3.98% 10
2025
Q4 		– Sell
-30,570
Closed -$7.94M – 67
2025
Q3 		$7.94M Buy
30,570
+14,908
+95% +$3.74M 4.05% 10
2025
Q2 		$3.89M Buy
15,662
+9,725
+164% +$2.4M 2.14% 16
2025
Q1 		$1.57M Buy
+5,937
New +$1.58M 0.95% 20

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

TrueWealth Financial Partners's VHT Position: Q2 2026 in Review

TrueWealth Financial Partners increased its Vanguard Health Care ETF (VHT) stake by 1.7% in Q2 2026, buying an estimated $171K and bringing the position to 37,253 shares worth $11.1M. The position accounts for 4.6% of the portfolio, ranked #10.

TrueWealth Financial Partners first reported a position in VHT in Q1 2025 and has held it in 5 quarters since. 1,110 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • TrueWealth Financial Partners held 37,253 shares of Vanguard Health Care ETF worth $11.1M as of Q2 2026.
  • TrueWealth Financial Partners bought 615 Vanguard Health Care ETF shares in Q2 2026, an estimated $171K.
  • Vanguard Health Care ETF made up 4.6% of TrueWealth Financial Partners's portfolio in Q2 2026, its #10 holding.
  • TrueWealth Financial Partners first reported a position in Vanguard Health Care ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,110 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on TrueWealth Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.