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Tumwater Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Tumwater Wealth Management’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
2025
Q2 		– Sell
-780
Closed -$206K – 38
2025
Q1 		$206K Buy
+780
New +$208K 0.11% 31

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Tumwater Wealth Management's VHT Position: Q2 2025 in Review

Tumwater Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q2 2025, closing a stake of 780 shares — an estimated $206K sold.

Tumwater Wealth Management first reported a position in VHT in Q1 2025 and held it in 1 quarter. The position peaked at $206K in Q1 2025. 1,016 funds tracked by Wall St. Rank hold VHT as of Q2 2025.

  • Tumwater Wealth Management reported no remaining Vanguard Health Care ETF position as of Q2 2025 after selling out during the quarter.
  • Tumwater Wealth Management sold 780 Vanguard Health Care ETF shares in Q2 2025, an estimated $206K.
  • Tumwater Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2025 and held it in 1 quarter.
  • Tumwater Wealth Management's Vanguard Health Care ETF position peaked at $206K in Q1 2025.
  • 1,016 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2025.

Based on Tumwater Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.