Wealth Management Resources’s Vanguard Health Care ETF VHT Stock Holding History

Wealth Management Resources’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	$830K	Buy	2,777 +9	+0.3%	+$2.5K	0.26%	25
2026 Q1	$754K	Buy	2,768 +10	+0.4%	+$2.86K	0.26%	24
2025 Q4	$794K	Sell	2,758 -96	-3%	-$26.8K	0.28%	23
2025 Q3	$741K	Sell	2,854 -231	-7%	-$58K	0.24%	26
2025 Q2	$766K	Sell	3,085 -1,185	-28%	-$293K	0.26%	26
2025 Q1	$1.13M	Sell	4,270 -162	-4%	-$43.2K	0.41%	25
2024 Q4	$1.12M	Sell	4,432 -18,923	-81%	-$5.1M	0.42%	25
2024 Q3	$6.59M	Sell	23,355 -217	-0.9%	-$60.3K	2.64%	15
2024 Q2	$6.27M	Sell	23,572 -766	-3%	-$201K	2.69%	15
2024 Q1	$6.58M	Sell	24,338 -171	-0.7%	-$44.9K	2.85%	15
2023 Q4	$6.14M	Buy	+24,509	New	+$5.8M	2.89%	15

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

Wealth Management Resources's VHT Position: Q2 2026 in Review

Wealth Management Resources increased its Vanguard Health Care ETF (VHT) stake by 0.33% in Q2 2026, buying an estimated $2.5K and bringing the position to 2,777 shares worth $830K. The position accounts for 0.26% of the portfolio, ranked #25.

Wealth Management Resources first reported a position in VHT in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.59M in Q3 2024. 1,113 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Wealth Management Resources held 2,777 shares of Vanguard Health Care ETF worth $830K as of Q2 2026.
Wealth Management Resources bought 9 Vanguard Health Care ETF shares in Q2 2026, an estimated $2.5K.
Vanguard Health Care ETF made up 0.26% of Wealth Management Resources's portfolio in Q2 2026, its #25 holding.
Wealth Management Resources first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 11 quarters since.
Wealth Management Resources's Vanguard Health Care ETF position peaked at $6.59M in Q3 2024.
1,113 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Wealth Management Resources's 13F filing for Q2 2026, filed 22 Jul 2026.