Stonebridge Financial Group, LLC/CA’s Vanguard Health Care ETF VHT Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$1.21M	Buy	+4,046	New	+$1.12M	0.17%	95

Other funds holding VHT

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's VHT Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Vanguard Health Care ETF (VHT) in Q2 2026: 4,046 shares worth $1.21M. The stake represents 0.17% of the portfolio and ranks #95 among its holdings.

977 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 4,046 shares of Vanguard Health Care ETF worth $1.21M as of Q2 2026.
Vanguard Health Care ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
Vanguard Health Care ETF made up 0.17% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #95 holding.
977 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.