Tyler-Stone Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Tyler-Stone 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	$633K	Buy	2,548 +7	+0.3%	+$1.73K	0.1%	173
2025 Q1	$673K	Buy	2,541 +6	+0.2%	+$1.6K	0.12%	159
2024 Q4	$643K	Buy	2,535 +96	+4%	+$25.9K	0.11%	163
2024 Q3	$688K	Buy	2,439 +1,489	+157%	+$414K	0.13%	147
2024 Q2	$253K	Sell	950 -555	-37%	-$146K	0.1%	168
2024 Q1	$407K	Buy	1,505 +133	+10%	+$34.9K	0.18%	114
2023 Q4	$344K	Sell	1,372 -44	-3%	-$10.4K	0.17%	115
2023 Q3	$333K	Sell	1,416 -73	-5%	-$17.8K	0.19%	106
2023 Q2	$364K	Buy	+1,489	New	+$362K	0.21%	99
2022 Q4	$359K	Buy	1,447 +28	+2%	+$6.79K	0.24%	88
2022 Q3	$317K	Sell	1,419 -129	-8%	-$30.8K	0.24%	91
2022 Q2	$365K	Sell	1,548 -140	-8%	-$33.7K	0.24%	87
2022 Q1	$429K	Buy	1,688 +372	+28%	+$91.9K	0.24%	86
2021 Q4	$351K	Buy	+1,316	New	+$336K	0.19%	110

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Tyler-Stone Wealth Management's VHT Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Vanguard Health Care ETF (VHT) stake by 0.28% in Q2 2025, buying an estimated $1.73K and bringing the position to 2,548 shares worth $633K. The position accounts for 0.1% of the portfolio, ranked #173.

Tyler-Stone Wealth Management first reported a position in VHT in Q4 2021 and has held it in 14 quarters since. The position peaked at $688K in Q3 2024. 1,016 funds tracked by Wall St. Rank hold VHT as of Q2 2025.

Tyler-Stone Wealth Management held 2,548 shares of Vanguard Health Care ETF worth $633K as of Q2 2025.
Tyler-Stone Wealth Management bought 7 Vanguard Health Care ETF shares in Q2 2025, an estimated $1.73K.
Vanguard Health Care ETF made up 0.1% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #173 holding.
Tyler-Stone Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's Vanguard Health Care ETF position peaked at $688K in Q3 2024.
1,016 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.