Winch Advisory Services’s Vanguard Health Care ETF VHT Stock Holding History

Winch Advisory Services’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	$583K	Buy	1,949 +7	+0.4%	+$1.95K	0.12%	74
2026 Q1	$529K	Sell	1,942 -3	-0.2%	-$858	0.12%	73
2025 Q4	$560K	Buy	1,945 +2	+0.1%	+$559	0.12%	72
2025 Q3	$504K	Buy	1,943 +9	+0.5%	+$2.26K	0.11%	71
2025 Q2	$480K	Sell	1,934 -17	-0.9%	-$4.2K	0.12%	69
2025 Q1	$516K	Buy	1,951 +7	+0.4%	+$1.86K	0.14%	67
2024 Q4	$493K	Buy	1,944 +15	+0.8%	+$4.04K	0.13%	61
2024 Q3	$544K	Buy	1,929 +7	+0.4%	+$1.94K	0.15%	60
2024 Q2	$511K	Sell	1,922 -59	-3%	-$15.5K	0.15%	58
2024 Q1	$536K	Sell	1,981 -15	-0.8%	-$3.94K	0.16%	55
2023 Q4	$500K	Buy	1,996 +8	+0.4%	+$1.9K	0.17%	56
2023 Q3	$467K	Sell	1,988 -96	-5%	-$23.4K	0.17%	55
2023 Q2	$510K	Sell	2,084 -65	-3%	-$15.8K	0.18%	53
2023 Q1	$512K	Buy	2,149 +17	+0.8%	+$4.09K	0.2%	53
2022 Q4	$529K	Buy	2,132 +298	+16%	+$72.3K	0.23%	52
2022 Q3	$410K	Hold	1,834	–	–	0.18%	52
2022 Q2	$432K	Buy	1,834 +26	+1%	+$6.27K	0.18%	54
2022 Q1	$460K	Sell	1,808 -185	-9%	-$45.7K	0.16%	53
2021 Q4	$531K	Buy	1,993 +29	+1%	+$7.39K	0.18%	54
2021 Q3	$485K	Buy	1,964 +4	+0.2%	+$1.03K	0.17%	52
2021 Q2	$484K	Buy	1,960 +909	+86%	+$217K	0.17%	52
2021 Q1	$240K	Buy	1,051 +524	+99%	+$120K	0.1%	60
2020 Q4	$118K	Buy	527 +1	+0.2%	+$214	0.05%	68
2020 Q3	$107K	Sell	526 -9	-2%	-$1.82K	0.05%	64
2020 Q2	$103K	Hold	535	–	–	0.05%	64
2020 Q1	$89K	Hold	535	–	–	0.04%	60
2019 Q4	$103K	Sell	535 -48	-8%	-$8.61K	0.05%	79
2019 Q3	$98K	Sell	583 -26	-4%	-$4.45K	0.05%	77
2019 Q2	$106K	Hold	609	–	–	0.06%	75
2019 Q1	$105K	Sell	609 -7	-1%	-$1.19K	0.06%	83
2018 Q4	$99K	Sell	616 -13	-2%	-$2.2K	0.06%	78
2018 Q3	$113K	Hold	629	–	–	0.06%	81
2018 Q2	$100K	Sell	629 -44	-7%	-$6.93K	0.05%	87
2018 Q1	$103K	Sell	673 -31,216	-98%	-$4.98M	0.06%	88
2017 Q4	$4.92M	Buy	31,889 +1,104	+4%	+$169K	2.96%	11
2017 Q3	$4.69M	Sell	30,785 -1,126	-4%	-$168K	3.05%	12
2017 Q2	$4.7M	Sell	31,911 -830	-3%	-$117K	2.96%	9
2017 Q1	$4.51M	Buy	32,741 +2,471	+8%	+$333K	2.86%	9
2016 Q4	$3.84M	Buy	30,270 +29,680	+5,031%	+$3.79M	2.64%	11
2016 Q3	$78K	Sell	590 -2,502	-81%	-$337K	0.06%	81
2016 Q2	$404K	Buy	3,092 +2,929	+1,797%	+$376K	0.49%	28
2016 Q1	$20K	Hold	163	–	–	0.03%	76
2015 Q4	$22K	Sell	163 -4,089	-96%	-$533K	0.02%	81
2015 Q3	$521K	Sell	4,252 -51,906	-92%	-$7.12M	0.76%	25
2015 Q2	$7.86M	Sell	56,158 -31,392	-36%	-$4.34M	4.3%	3
2015 Q1	$11.9M	Buy	87,550 +22,272	+34%	+$2.93M	6.91%	3
2014 Q4	$8.2M	Buy	65,278 +14,571	+29%	+$1.79M	4.46%	6
2014 Q3	$5.93M	Buy	50,707 +12,797	+34%	+$1.47M	3.8%	7
2014 Q2	$4.23M	Sell	37,910 -20,303	-35%	-$2.17M	2.48%	12
2014 Q1	$6.22M	Buy	+58,213	New	+$6.16M	3.94%	6

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

Winch Advisory Services's VHT Position: Q2 2026 in Review

Winch Advisory Services increased its Vanguard Health Care ETF (VHT) stake by 0.36% in Q2 2026, buying an estimated $1.95K and bringing the position to 1,949 shares worth $583K. The position accounts for 0.12% of the portfolio, ranked #74.

Winch Advisory Services first reported a position in VHT in Q1 2014 and has held it in 50 quarters since. The position peaked at $11.9M in Q1 2015. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Winch Advisory Services held 1,949 shares of Vanguard Health Care ETF worth $583K as of Q2 2026.
Winch Advisory Services bought 7 Vanguard Health Care ETF shares in Q2 2026, an estimated $1.95K.
Vanguard Health Care ETF made up 0.12% of Winch Advisory Services's portfolio in Q2 2026, its #74 holding.
Winch Advisory Services first reported a position in Vanguard Health Care ETF in Q1 2014 and has held it in 50 quarters since.
Winch Advisory Services's Vanguard Health Care ETF position peaked at $11.9M in Q1 2015.
1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.