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Waterloo Capital’s Vanguard Health Care ETF VHT Stock Holding History

Waterloo Capital’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 		$215K Buy
+718
New +$200K 0.01% 536
2024
Q2 		– Sell
-849
Closed -$230K – 397
2024
Q1 		$230K Sell
849
-1,098
-56% -$288K 0.03% 323
2023
Q4 		$488K Buy
+1,947
New +$461K 0.08% 215

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Waterloo Capital's VHT Position: Q2 2026 in Review

Waterloo Capital opened a new position in Vanguard Health Care ETF (VHT) in Q2 2026: 718 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #536 among its holdings. This is a return to the name: Waterloo Capital previously reported a position in VHT as recently as Q1 2024.

Waterloo Capital first reported a position in VHT in Q4 2023 and has held it in 3 quarters since. The position peaked at $488K in Q4 2023. 1,122 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Waterloo Capital held 718 shares of Vanguard Health Care ETF worth $215K as of Q2 2026.
  • Vanguard Health Care ETF was a new Waterloo Capital position in Q2 2026.
  • Vanguard Health Care ETF made up 0.01% of Waterloo Capital's portfolio in Q2 2026, its #536 holding.
  • Waterloo Capital first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 3 quarters since.
  • Waterloo Capital's Vanguard Health Care ETF position peaked at $488K in Q4 2023.
  • 1,122 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.