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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
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

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Apella Capital's VHT Position: Q2 2026 in Review

Apella Capital reduced its Vanguard Health Care ETF (VHT) stake by 5.3% in Q2 2026, selling an estimated $28.1K and leaving 1,814 shares worth $563K. The position accounts for 0.01% of the portfolio, ranked #455.

Apella Capital first reported a position in VHT in Q1 2025 and has held it in 6 quarters since. 180 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Apella Capital held 1,814 shares of Vanguard Health Care ETF worth $563K as of Q2 2026.
  • Apella Capital sold 101 Vanguard Health Care ETF shares in Q2 2026, an estimated $28.1K.
  • Vanguard Health Care ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #455 holding.
  • Apella Capital first reported a position in Vanguard Health Care ETF in Q1 2025 and has held it in 6 quarters since.
  • 180 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.