WFA of San Diego’s Vanguard Health Care ETF VHT Stock Holding History

WFA of San Diego’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	–	Sell	-10	Closed	-$2.72K	–	364
2026 Q1	$2.72K	Hold	10	–	–	﹤0.01%	347
2025 Q4	$2.88K	Sell	10 -400	-98%	-$112K	﹤0.01%	354
2025 Q3	$106K	Hold	410	–	–	0.07%	138
2025 Q2	$102K	Buy	+410	New	+$101K	0.08%	133
2024 Q3	$116K	Hold	410	–	–	0.1%	120
2024 Q2	$109K	Buy	+410	New	+$107K	0.1%	117
2023 Q3	$2.35K	Sell	10 -150	-94%	-$36.6K	﹤0.01%	342
2023 Q2	$39.2K	Buy	+160	New	+$38.9K	0.04%	190
2023 Q1	–	Sell	-235	Closed	-$58.3K	–	411
2022 Q4	$58.3K	Buy	+235	New	+$57K	0.04%	178
2022 Q3	–	Sell	-160	Closed	-$38K	–	384
2022 Q2	$38K	Buy	+160	New	+$38.6K	0.03%	178
2021 Q1	–	Sell	-280	Closed	-$223K	–	128
2020 Q4	$223K	Buy	+280	New	+$59.9K	0.06%	43

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 22.9% 1-Year Est. Return

WFA of San Diego's VHT Position: Q2 2026 in Review

WFA of San Diego sold out of Vanguard Health Care ETF (VHT) in Q2 2026, closing a stake of 10 shares — an estimated $2.72K sold.

WFA of San Diego first reported a position in VHT in Q4 2020 and held it in 11 quarters. The position peaked at $223K in Q4 2020. 1,122 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

WFA of San Diego reported no remaining Vanguard Health Care ETF position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 10 Vanguard Health Care ETF shares in Q2 2026, an estimated $2.72K.
WFA of San Diego first reported a position in Vanguard Health Care ETF in Q4 2020 and held it in 11 quarters.
WFA of San Diego's Vanguard Health Care ETF position peaked at $223K in Q4 2020.
1,122 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.