AWM
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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
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

AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Accel Wealth Management's VHT Position: Q2 2026 in Review

Accel Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 4.9% in Q2 2026, selling an estimated $79.2K and leaving 5,529 shares worth $1.65M. The position accounts for 0.37% of the portfolio, ranked #66.

Accel Wealth Management first reported a position in VHT in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.28M in Q3 2024. 245 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Accel Wealth Management held 5,529 shares of Vanguard Health Care ETF worth $1.65M as of Q2 2026.
  • Accel Wealth Management sold 285 Vanguard Health Care ETF shares in Q2 2026, an estimated $79.2K.
  • Vanguard Health Care ETF made up 0.37% of Accel Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Accel Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's Vanguard Health Care ETF position peaked at $2.28M in Q3 2024.
  • 245 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.