Wall Street Financial Group’s Vanguard Health Care ETF VHT Stock Holding History

Wall Street Financial Group’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	$2.2M	Sell	7,371 -259	-3%	-$72K	1.18%	23
2026 Q1	$2.08M	Sell	7,630 -574	-7%	-$164K	1.23%	18
2025 Q4	$2.36M	Sell	8,204 -403	-5%	-$113K	1.72%	18
2025 Q3	$2.23M	Sell	8,607 -4,087	-32%	-$1.03M	1.64%	18
2025 Q2	$3.15M	Sell	12,694 -11,497	-48%	-$2.84M	2.84%	13
2025 Q1	$6.4M	Sell	24,191 -3,195	-12%	-$851K	6.64%	5
2024 Q4	$6.95M	Buy	27,386 +2,332	+9%	+$628K	6.79%	5
2024 Q3	$7.07M	Buy	25,054 +9,797	+64%	+$2.72M	7.45%	5
2024 Q2	$4.06M	Buy	+15,257	New	+$4M	6.9%	7

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Wall Street Financial Group's VHT Position: Q2 2026 in Review

Wall Street Financial Group reduced its Vanguard Health Care ETF (VHT) stake by 3.4% in Q2 2026, selling an estimated $72K and leaving 7,371 shares worth $2.2M. The position accounts for 1.18% of the portfolio, ranked #23.

Wall Street Financial Group first reported a position in VHT in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.07M in Q3 2024. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Wall Street Financial Group held 7,371 shares of Vanguard Health Care ETF worth $2.2M as of Q2 2026.
Wall Street Financial Group sold 259 Vanguard Health Care ETF shares in Q2 2026, an estimated $72K.
Vanguard Health Care ETF made up 1.18% of Wall Street Financial Group's portfolio in Q2 2026, its #23 holding.
Wall Street Financial Group first reported a position in Vanguard Health Care ETF in Q2 2024 and has held it in 9 quarters since.
Wall Street Financial Group's Vanguard Health Care ETF position peaked at $7.07M in Q3 2024.
1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Wall Street Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.