Apella Capital’s Vanguard Health Care ETF VHT Stock Holding History

Apella Capital’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	$494K	Sell	1,568 -246	-14%	-$77.1K	0.01%	507
2026 Q2	$563K	Sell	1,814 -101	-5%	-$28.1K	0.01%	455
2026 Q1	$533K	Buy	1,915 +791	+70%	+$226K	0.01%	453
2025 Q4	$324K	Buy	1,124 +32	+3%	+$8.94K	0.01%	424
2025 Q3	$291K	Buy	1,092 +267	+32%	+$67K	0.01%	397
2025 Q2	$204K	Sell	825 -92	-10%	-$22.7K	0.01%	409
2025 Q1	$231K	Buy	+917	New	+$244K	0.01%	355

Other funds holding VHT

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

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

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Apella Capital's VHT Position: Q3 2026 in Review

Apella Capital reduced its Vanguard Health Care ETF (VHT) stake by 14% in Q3 2026, selling an estimated $77.1K and leaving 1,568 shares worth $494K. The position accounts for 0.01% of the portfolio, ranked #507.

Apella Capital first reported a position in VHT in Q1 2025 and has held it in 7 quarters since. The position peaked at $563K in Q2 2026. 288 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Apella Capital held 1,568 shares of Vanguard Health Care ETF worth $494K as of Q3 2026.
Apella Capital sold 246 Vanguard Health Care ETF shares in Q3 2026, an estimated $77.1K.
Vanguard Health Care ETF made up 0.01% of Apella Capital's portfolio in Q3 2026, its #507 holding.
Apella Capital first reported a position in Vanguard Health Care ETF in Q1 2025 and has held it in 7 quarters since.
Apella Capital's Vanguard Health Care ETF position peaked at $563K in Q2 2026.
288 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.