Warwick Investment Management’s Vanguard Health Care ETF VHT Stock Holding History

Warwick Investment 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
2026 Q2	$412K	Buy	1,377 +2	+0.1%	+$556	0.05%	91
2026 Q1	$375K	Buy	1,375 +1	+0.1%	+$286	0.05%	90
2025 Q4	$395K	Buy	1,374 +3	+0.2%	+$838	0.06%	90
2025 Q3	$356K	Buy	1,371 +462	+51%	+$116K	0.06%	99
2025 Q2	$226K	Hold	909	–	–	0.04%	115
2025 Q1	$241K	Hold	909	–	–	0.05%	104
2024 Q4	$231K	Hold	909	–	–	0.05%	89
2024 Q3	$257K	Hold	909	–	–	0.06%	79
2024 Q2	$242K	Hold	909	–	–	0.06%	92
2024 Q1	$246K	Hold	909	–	–	0.06%	85
2023 Q4	$228K	Hold	909	–	–	0.07%	75
2023 Q3	$214K	Hold	909	–	–	0.08%	60
2023 Q2	$223K	Hold	909	–	–	0.09%	57
2023 Q1	$217K	Hold	909	–	–	0.09%	57
2022 Q4	$225K	Hold	909	–	–	0.09%	79
2022 Q3	$203K	Hold	909	–	–	0.12%	48
2022 Q2	$214K	Hold	909	–	–	0.1%	48
2022 Q1	$231K	Hold	909	–	–	0.1%	51
2021 Q4	$242K	Buy	+909	New	+$232K	0.12%	46

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

Warwick Investment Management's VHT Position: Q2 2026 in Review

Warwick Investment Management increased its Vanguard Health Care ETF (VHT) stake by 0.15% in Q2 2026, buying an estimated $556 and bringing the position to 1,377 shares worth $412K. The position accounts for 0.05% of the portfolio, ranked #91.

Warwick Investment Management first reported a position in VHT in Q4 2021 and has held it in 19 quarters since. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Warwick Investment Management held 1,377 shares of Vanguard Health Care ETF worth $412K as of Q2 2026.
Warwick Investment Management bought 2 Vanguard Health Care ETF shares in Q2 2026, an estimated $556.
Vanguard Health Care ETF made up 0.05% of Warwick Investment Management's portfolio in Q2 2026, its #91 holding.
Warwick Investment Management first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 19 quarters since.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.