Superior Planning, LLC’s Vanguard Health Care ETF VHT Stock Holding History

Superior Planning, LLC’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 Q3	$114K	Buy	+362	New	+$113K	0.05%	226

Other funds holding VHT

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Superior Planning, LLC's VHT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Vanguard Health Care ETF (VHT) in Q3 2026: 362 shares worth $114K. The stake represents 0.05% of the portfolio and ranks #226 among its holdings.

904 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Superior Planning, LLC held 362 shares of Vanguard Health Care ETF worth $114K as of Q3 2026.
Vanguard Health Care ETF was a new Superior Planning, LLC position in Q3 2026.
Vanguard Health Care ETF made up 0.05% of Superior Planning, LLC's portfolio in Q3 2026, its #226 holding.
904 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.