AFC
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Adaptive Financial Consulting’s Vanguard Health Care ETF VHT Stock Holding History

Adaptive Financial Consulting’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
Q1 		$11.9M Buy
43,668
+1,207
+3% +$345K 4.55% 9
2025
Q4 		$12.2M Buy
42,461
+858
+2% +$240K 4.75% 9
2025
Q3 		$10.8M Buy
41,603
+1,626
+4% +$408K 4.32% 10
2025
Q2 		$9.93M Buy
39,977
+161
+0.4% +$39.8K 4.15% 10
2025
Q1 		$10.5M Sell
39,816
-988
-2% -$263K 4.51% 10
2024
Q4 		$10.4M Sell
40,804
-138
-0.3% -$37.2K 4.29% 10
2024
Q3 		$11.6M Buy
40,942
+95
+0.2% +$26.4K 4.71% 9
2024
Q2 		$10.9M Buy
40,847
+1,223
+3% +$321K 4.71% 9
2024
Q1 		$10.7M Buy
39,624
+325
+0.8% +$85.4K 4.78% 9
2023
Q4 		$9.85M Sell
39,299
-22
-0.1% -$5.21K 5.24% 10
2023
Q3 		$9.24M Buy
39,321
+853
+2% +$208K 5.24% 9
2023
Q2 		$9.42M Sell
38,468
-3,641
-9% -$886K 5.29% 9
2023
Q1 		$10M Buy
42,109
+789
+2% +$190K 5.43% 8
2022
Q4 		$10.2M Buy
41,320
+275
+0.7% +$66.7K 5.87% 6
2022
Q3 		$9.18M Buy
41,045
+669
+2% +$160K 5.75% 7
2022
Q2 		$9.51M Buy
40,376
+2,821
+8% +$680K 5.89% 8
2022
Q1 		$9.55M Buy
37,555
+835
+2% +$206K 5.61% 10
2021
Q4 		$9.78M Buy
36,720
+894
+2% +$228K 5.59% 10
2021
Q3 		$8.86M Buy
35,826
+325
+0.9% +$83.4K 5.46% 10
2021
Q2 		$8.77M Buy
35,501
+1,016
+3% +$243K 5.48% 10
2021
Q1 		$7.89M Buy
34,485
+4,318
+14% +$990K 5.3% 10
2020
Q4 		$6.75M Sell
30,167
-870
-3% -$186K 5.12% 10
2020
Q3 		$6.33M Buy
31,037
+1,575
+5% +$319K 4.98% 10
2020
Q2 		$5.68M Buy
29,462
+51
+0.2% +$9.57K 4.99% 10
2020
Q1 		$4.88M Buy
29,411
+1,391
+5% +$254K 5.02% 8
2019
Q4 		$5.37M Buy
+28,020
New +$5.02M 5.15% 9

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Adaptive Financial Consulting's VHT Position: Q1 2026 in Review

Adaptive Financial Consulting increased its Vanguard Health Care ETF (VHT) stake by 2.8% in Q1 2026, buying an estimated $345K and bringing the position to 43,668 shares worth $11.9M. The position accounts for 4.55% of the portfolio, ranked #9.

Adaptive Financial Consulting first reported a position in VHT in Q4 2019 and has held it in 26 quarters since. The position peaked at $12.2M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Adaptive Financial Consulting held 43,668 shares of Vanguard Health Care ETF worth $11.9M as of Q1 2026.
  • Adaptive Financial Consulting bought 1,207 Vanguard Health Care ETF shares in Q1 2026, an estimated $345K.
  • Vanguard Health Care ETF made up 4.55% of Adaptive Financial Consulting's portfolio in Q1 2026, its #9 holding.
  • Adaptive Financial Consulting first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 26 quarters since.
  • Adaptive Financial Consulting's Vanguard Health Care ETF position peaked at $12.2M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Adaptive Financial Consulting's 13F filing for Q1 2026, filed 5 May 2026.