Accel Wealth Management
VHT icon

Accel Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Accel Wealth Management’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 		$1.78M Buy
5,637
+108
+2% +$33.8K 0.38% 60
2026
Q2 		$1.65M Sell
5,529
-285
-5% -$79.2K 0.37% 66
2026
Q1 		$1.58M Sell
5,814
-14
-0.2% -$4K 0.41% 63
2025
Q4 		$1.68M Buy
5,828
+18
+0.3% +$5.03K 0.46% 56
2025
Q3 		$1.51M Sell
5,810
-2,163
-27% -$543K 0.44% 61
2025
Q2 		$1.98M Sell
7,973
-48
-0.6% -$11.9K 0.66% 40
2025
Q1 		$2.12M Sell
8,021
-273
-3% -$72.7K 0.77% 30
2024
Q4 		$2.1M Buy
8,294
+231
+3% +$62.2K 0.8% 31
2024
Q3 		$2.28M Buy
8,063
+136
+2% +$37.8K 0.85% 29
2024
Q2 		$2.11M Buy
7,927
+100
+1% +$26.2K 0.84% 32
2024
Q1 		$2.12M Buy
7,827
+1,305
+20% +$343K 0.9% 31
2023
Q4 		$1.64M Sell
6,522
-17
-0.3% -$4.03K 0.82% 32
2023
Q3 		$1.54M Buy
6,539
+282
+5% +$68.7K 0.86% 33
2023
Q2 		$1.53M Buy
6,257
+38
+0.6% +$9.24K 0.84% 36
2023
Q1 		$1.48M Buy
6,219
+42
+0.7% +$10.1K 0.61% 45
2022
Q4 		$1.53M Sell
6,177
-16
-0.3% -$3.88K 0.73% 36
2022
Q3 		$1.45M Sell
6,193
-20
-0.3% -$4.77K 0.77% 32
2022
Q2 		$1.49M Sell
6,213
-101
-2% -$24.3K 0.86% 28
2022
Q1 		$1.63M Sell
6,314
-803
-11% -$198K 0.84% 32
2021
Q4 		$1.9M Buy
7,117
+4,497
+172% +$1.15M 0.93% 30
2021
Q3 		$648K Sell
2,620
-280
-10% -$71.8K 0.42% 56
2021
Q2 		$717K Buy
2,900
+381
+15% +$91K 0.48% 49
2021
Q1 		$576K Buy
2,519
+597
+31% +$137K 0.47% 50
2020
Q4 		$430K Buy
+1,922
New +$411K 0.4% 54

Other funds holding VHT

Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
Wheelhouse Advisory Group
Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Accel Wealth Management's VHT Position: Q3 2026 in Review

Accel Wealth Management increased its Vanguard Health Care ETF (VHT) stake by 2% in Q3 2026, buying an estimated $33.8K and bringing the position to 5,637 shares worth $1.78M. The position accounts for 0.38% of the portfolio, ranked #60.

Accel Wealth Management first reported a position in VHT in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.28M in Q3 2024. 467 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Accel Wealth Management held 5,637 shares of Vanguard Health Care ETF worth $1.78M as of Q3 2026.
  • Accel Wealth Management bought 108 Vanguard Health Care ETF shares in Q3 2026, an estimated $33.8K.
  • Vanguard Health Care ETF made up 0.38% of Accel Wealth Management's portfolio in Q3 2026, its #60 holding.
  • Accel Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 24 quarters since.
  • Accel Wealth Management's Vanguard Health Care ETF position peaked at $2.28M in Q3 2024.
  • 467 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.