Woodward Diversified Capital’s Vanguard Health Care ETF VHT Stock Holding History

Woodward Diversified Capital’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	$1.18M	Sell	3,943 -434	-10%	-$121K	0.52%	41
2026 Q1	$1.22M	Sell	4,377 -229	-5%	-$65.5K	0.55%	36
2025 Q4	$1.33M	Buy	+4,606	New	+$1.29M	0.61%	39
2025 Q2	–	Sell	-761	Closed	-$201K	–	179
2025 Q1	$201K	Sell	761 -165	-18%	-$44K	0.14%	128
2024 Q4	$235K	Sell	926 -3,062	-77%	-$825K	0.17%	111
2024 Q3	$1.13M	Sell	3,988 -214	-5%	-$59.4K	0.71%	38
2024 Q2	$1.12M	Sell	4,202 -182	-4%	-$47.7K	0.66%	38
2024 Q1	$1.19M	Buy	+4,384	New	+$1.15M	0.74%	33
2023 Q1	–	Sell	-4,510	Closed	-$1.12M	–	147
2022 Q4	$1.12M	Buy	+4,510	New	+$1.09M	0.9%	26
2022 Q1	–	Sell	-4,604	Closed	-$1.23M	–	202
2021 Q4	$1.23M	Buy	4,604 +114	+3%	+$29.1K	0.72%	38
2021 Q3	$1.11M	Sell	4,490 -228	-5%	-$58.5K	0.7%	37
2021 Q2	$1.17M	Sell	4,718 -366	-7%	-$87.5K	0.67%	37
2021 Q1	$1.16M	Sell	5,084 -854	-14%	-$196K	0.68%	42
2020 Q4	$1.33M	Buy	+5,938	New	+$1.27M	0.86%	31

Other funds holding VHT

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA

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

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AAG

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WAG

Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return

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

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Woodward Diversified Capital's VHT Position: Q2 2026 in Review

Woodward Diversified Capital reduced its Vanguard Health Care ETF (VHT) stake by 9.9% in Q2 2026, selling an estimated $121K and leaving 3,943 shares worth $1.18M. The position accounts for 0.52% of the portfolio, ranked #41.

Woodward Diversified Capital first reported a position in VHT in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.33M in Q4 2020. 539 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Woodward Diversified Capital held 3,943 shares of Vanguard Health Care ETF worth $1.18M as of Q2 2026.
Woodward Diversified Capital sold 434 Vanguard Health Care ETF shares in Q2 2026, an estimated $121K.
Vanguard Health Care ETF made up 0.52% of Woodward Diversified Capital's portfolio in Q2 2026, its #41 holding.
Woodward Diversified Capital first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 14 quarters since.
Woodward Diversified Capital's Vanguard Health Care ETF position peaked at $1.33M in Q4 2020.
539 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.