Wheelhouse Advisory Group’s Vanguard Health Care ETF VHT Stock Holding History

Wheelhouse Advisory Group’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	$26.9M	Buy	89,830 +4,580	+5%	+$1.27M	7.58%	5
2026 Q1	$23.2M	Buy	85,250 +1,803	+2%	+$515K	7.69%	5
2025 Q4	$24.2M	Buy	83,447 +4,696	+6%	+$1.31M	9.19%	3
2025 Q3	$20.4M	Buy	78,751 +6,358	+9%	+$1.6M	8.81%	3
2025 Q2	$18M	Buy	72,393 +5,631	+8%	+$1.39M	8.86%	3
2025 Q1	$17.7M	Buy	66,762 +5,314	+9%	+$1.42M	10.09%	2
2024 Q4	$15.6M	Buy	61,448 +5,349	+10%	+$1.44M	9.25%	3
2024 Q3	$15.8M	Buy	56,099 +1,674	+3%	+$465K	10.19%	2
2024 Q2	$14.4M	Buy	54,425 +2,738	+5%	+$718K	10.11%	3
2024 Q1	$14M	Buy	51,687 +2,834	+6%	+$745K	10.74%	2
2023 Q4	$12.2M	Buy	+48,853	New	+$11.6M	10.7%	2

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

Wheelhouse Advisory Group's VHT Position: Q2 2026 in Review

Wheelhouse Advisory Group increased its Vanguard Health Care ETF (VHT) stake by 5.4% in Q2 2026, buying an estimated $1.27M and bringing the position to 89,830 shares worth $26.9M. The position accounts for 7.58% of the portfolio, ranked #5.

Wheelhouse Advisory Group first reported a position in VHT in Q4 2023 and has held it in 11 quarters since. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Wheelhouse Advisory Group held 89,830 shares of Vanguard Health Care ETF worth $26.9M as of Q2 2026.
Wheelhouse Advisory Group bought 4,580 Vanguard Health Care ETF shares in Q2 2026, an estimated $1.27M.
Vanguard Health Care ETF made up 7.58% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #5 holding.
Wheelhouse Advisory Group first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 11 quarters since.
1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.