ALM First Financial Advisors’s Vanguard Health Care ETF VHT Stock Holding History

ALM First Financial Advisors’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	$338K	Hold	1,389	–	–	0.06%	21
2026 Q1	$308K	Hold	1,389	–	–	0.06%	24
2025 Q4	$326K	Hold	1,389	–	–	0.06%	25
2025 Q3	$294K	Hold	1,389	–	–	0.06%	23
2025 Q2	$281K	Hold	1,389	–	–	0.06%	23
2025 Q1	$300K	Hold	1,389	–	–	0.07%	23
2024 Q4	$287K	Hold	1,389	–	–	0.07%	23
2024 Q3	$319K	Hold	1,389	–	–	0.08%	22
2024 Q2	$301K	Hold	1,389	–	–	0.09%	21
2024 Q1	$375K	Hold	1,389	–	–	0.1%	21
2023 Q4	$348K	Buy	1,389 +5	+0.4%	+$1.18K	0.1%	20
2023 Q3	$326K	Buy	1,384 +5	+0.4%	+$1.22K	0.1%	20
2023 Q2	$338K	Buy	+1,379	New	+$335K	0.1%	20

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

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ALM First Financial Advisors's VHT Position: Q2 2026 in Review

ALM First Financial Advisors held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 1,389 shares worth $338K. The position accounts for 0.06% of the portfolio, ranked #21.

ALM First Financial Advisors first reported a position in VHT in Q2 2023 and has held it in 13 quarters since. The position peaked at $375K in Q1 2024. 250 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

ALM First Financial Advisors held 1,389 shares of Vanguard Health Care ETF worth $338K as of Q2 2026.
ALM First Financial Advisors left its Vanguard Health Care ETF share count unchanged in Q2 2026.
Vanguard Health Care ETF made up 0.06% of ALM First Financial Advisors's portfolio in Q2 2026, its #21 holding.
ALM First Financial Advisors first reported a position in Vanguard Health Care ETF in Q2 2023 and has held it in 13 quarters since.
ALM First Financial Advisors's Vanguard Health Care ETF position peaked at $375K in Q1 2024.
250 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on ALM First Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.