VIPI
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Vista Investment Partners II’s Vanguard Health Care ETF VHT Stock Holding History

Vista Investment Partners II’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 		– Sell
-5,187
Closed -$1.41M – 179
2026
Q1 		$1.41M Buy
+5,187
New +$1.48M 0.63% 54

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WAG
Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return
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Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Vista Investment Partners II's VHT Position: Q2 2026 in Review

Vista Investment Partners II sold out of Vanguard Health Care ETF (VHT) in Q2 2026, closing a stake of 5,187 shares — an estimated $1.41M sold.

Vista Investment Partners II first reported a position in VHT in Q1 2026 and held it in 1 quarter. The position peaked at $1.41M in Q1 2026. 479 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Vista Investment Partners II reported no remaining Vanguard Health Care ETF position as of Q2 2026 after selling out during the quarter.
  • Vista Investment Partners II sold 5,187 Vanguard Health Care ETF shares in Q2 2026, an estimated $1.41M.
  • Vista Investment Partners II first reported a position in Vanguard Health Care ETF in Q1 2026 and held it in 1 quarter.
  • Vista Investment Partners II's Vanguard Health Care ETF position peaked at $1.41M in Q1 2026.
  • 479 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.