VCI Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

VCI Wealth Management’s Portfolio FHLC Stock Details FHLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$784K	Buy	10,144 +373	+4%	+$26.8K	0.2%	76
2026 Q1	$687K	Sell	9,771 -829	-8%	-$61.2K	0.19%	99
2025 Q4	$787K	Sell	10,600 -11,010	-51%	-$793K	0.22%	87
2025 Q3	$1.45M	Sell	21,610 -3,219	-13%	-$208K	0.44%	52
2025 Q2	$1.59M	Buy	24,829 +2,353	+10%	+$150K	0.56%	43
2025 Q1	$1.54M	Buy	22,476 +1,507	+7%	+$103K	0.64%	38
2024 Q4	$1.37M	Buy	20,969 +4,707	+29%	+$327K	0.58%	56
2024 Q3	$1.18M	Sell	16,262 -21,998	-57%	-$1.57M	0.53%	62
2024 Q2	$2.62M	Buy	38,260 +16,425	+75%	+$1.11M	1.3%	23
2024 Q1	$1.52M	Sell	21,835 -4,093	-16%	-$277K	1.03%	27
2023 Q4	$1.68M	Buy	+25,928	New	+$1.58M	1.02%	25

Other funds holding FHLC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

VCI Wealth Management's FHLC Position: Q2 2026 in Review

VCI Wealth Management increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 3.8% in Q2 2026, buying an estimated $26.8K and bringing the position to 10,144 shares worth $784K. The position accounts for 0.2% of the portfolio, ranked #76.

VCI Wealth Management first reported a position in FHLC in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.62M in Q2 2024. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

VCI Wealth Management held 10,144 shares of Fidelity MSCI Health Care Index ETF worth $784K as of Q2 2026.
VCI Wealth Management bought 373 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $26.8K.
Fidelity MSCI Health Care Index ETF made up 0.2% of VCI Wealth Management's portfolio in Q2 2026, its #76 holding.
VCI Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2023 and has held it in 11 quarters since.
VCI Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $2.62M in Q2 2024.
382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on VCI Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.