Weatherly Asset Management’s Vanguard Health Care ETF VHT Stock Holding History

Weatherly Asset 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	$206K	Buy	+689	New	+$192K	0.01%	184
2026 Q1	–	Sell	-784	Closed	-$226K	–	193
2025 Q4	$226K	Hold	784	–	–	0.02%	179
2025 Q3	$203K	Buy	+784	New	+$197K	0.02%	182
2025 Q2	–	Sell	-784	Closed	-$207K	–	185
2025 Q1	$207K	Buy	+784	New	+$209K	0.02%	176
2024 Q4	–	Sell	-784	Closed	-$222K	–	190
2024 Q3	$222K	Hold	784	–	–	0.02%	170
2024 Q2	$209K	Sell	784 -292	-27%	-$76.6K	0.02%	164
2024 Q1	$291K	Hold	1,076	–	–	0.03%	154
2023 Q4	$270K	Sell	1,076 -50	-4%	-$11.8K	0.03%	153
2023 Q3	$266K	Sell	1,126 -72	-6%	-$17.6K	0.03%	156
2023 Q2	$294K	Sell	1,198 -48	-4%	-$11.7K	0.03%	153
2023 Q1	$297K	Sell	1,246 -20	-2%	-$4.81K	0.04%	151
2022 Q4	$314K	Sell	1,266 -35	-3%	-$8.49K	0.04%	150
2022 Q3	$292K	Hold	1,301	–	–	0.04%	153
2022 Q2	$306K	Sell	1,301 -115	-8%	-$27.7K	0.04%	157
2022 Q1	$360K	Sell	1,416 -26	-2%	-$6.42K	0.04%	165
2021 Q4	$384K	Sell	1,442 -35	-2%	-$8.93K	0.04%	159
2021 Q3	$365K	Sell	1,477 -212	-13%	-$54.4K	0.04%	159
2021 Q2	$417K	Sell	1,689 -200	-11%	-$47.8K	0.05%	150
2021 Q1	$432K	Buy	1,889 +900	+91%	+$206K	0.06%	147
2020 Q4	$221K	Hold	989	–	–	0.03%	177
2020 Q3	$202K	Buy	+989	New	+$200K	0.03%	180

Other funds holding VHT

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Weatherly Asset Management's VHT Position: Q2 2026 in Review

Weatherly Asset Management opened a new position in Vanguard Health Care ETF (VHT) in Q2 2026: 689 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #184 among its holdings. This is a return to the name: Weatherly Asset Management previously reported a position in VHT as recently as Q4 2025.

Weatherly Asset Management first reported a position in VHT in Q3 2020 and has held it in 21 quarters since. The position peaked at $432K in Q1 2021. 244 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Weatherly Asset Management held 689 shares of Vanguard Health Care ETF worth $206K as of Q2 2026.
Vanguard Health Care ETF was a new Weatherly Asset Management position in Q2 2026.
Vanguard Health Care ETF made up 0.01% of Weatherly Asset Management's portfolio in Q2 2026, its #184 holding.
Weatherly Asset Management first reported a position in Vanguard Health Care ETF in Q3 2020 and has held it in 21 quarters since.
Weatherly Asset Management's Vanguard Health Care ETF position peaked at $432K in Q1 2021.
244 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.