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Baron Financial Group’s Vanguard Health Care ETF VHT Stock Holding History

Baron Financial Group’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 		$4.11M Sell
13,010
-860
-6% -$269K 2% 17
2026
Q2 		$4.15M Sell
13,870
-574
-4% -$160K 1.98% 18
2026
Q1 		$3.93M Sell
14,444
-22
-0.2% -$6.29K 2.12% 17
2025
Q4 		$4.16M Sell
14,466
-390
-3% -$109K 2.23% 17
2025
Q3 		$3.86M Sell
14,856
-208
-1% -$52.2K 2.11% 18
2025
Q2 		$3.74M Sell
15,064
-100
-0.7% -$24.7K 2.2% 17
2025
Q1 		$4.01M Buy
15,164
+2
+0% +$533 2.53% 16
2024
Q4 		$3.85M Sell
15,162
-245
-2% -$66K 2.39% 17
2024
Q3 		$4.35M Sell
15,407
-385
-2% -$107K 2.66% 12
2024
Q2 		$4.2M Sell
15,792
-190
-1% -$49.8K 2.67% 13
2024
Q1 		$4.32M Sell
15,982
-169
-1% -$44.4K 2.67% 13
2023
Q4 		$4.05M Sell
16,151
-325
-2% -$77K 2.58% 14
2023
Q3 		$3.87M Sell
16,476
-102
-0.6% -$24.9K 2.52% 15
2023
Q2 		$4.06M Sell
16,578
-56
-0.3% -$13.6K 2.51% 15
2023
Q1 		$3.97M Buy
16,634
+1,425
+9% +$343K 2.51% 14
2022
Q4 		$3.77M Sell
15,209
-90
-0.6% -$21.8K 2.5% 13
2022
Q3 		$3.42M Sell
15,299
-100
-0.6% -$23.9K 2.31% 14
2022
Q2 		$3.63M Sell
15,399
-345
-2% -$83.2K 2.4% 15
2022
Q1 		$4M Sell
15,744
-130
-0.8% -$32.1K 2.32% 16
2021
Q4 		$4.23M Sell
15,874
-485
-3% -$124K 2.4% 15
2021
Q3 		$4.04M Sell
16,359
-405
-2% -$104K 2.45% 14
2021
Q2 		$4.14M Sell
16,764
-1,493
-8% -$357K 2.58% 14
2021
Q1 		$4.18M Buy
18,257
+1,120
+7% +$257K 2.88% 13
2020
Q4 		$3.83M Buy
17,137
+150
+0.9% +$32.1K 3.06% 12
2020
Q3 		$3.47M Buy
+16,987
New +$3.44M 3.26% 11

Other funds holding VHT

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
WAG
Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return
Capital Advantage
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
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Baron Financial Group's VHT Position: Q3 2026 in Review

Baron Financial Group reduced its Vanguard Health Care ETF (VHT) stake by 6.2% in Q3 2026, selling an estimated $269K and leaving 13,010 shares worth $4.11M. The position accounts for 2% of the portfolio, ranked #17.

Baron Financial Group first reported a position in VHT in Q3 2020 and has held it in 25 quarters since. The position peaked at $4.35M in Q3 2024. 266 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Baron Financial Group held 13,010 shares of Vanguard Health Care ETF worth $4.11M as of Q3 2026.
  • Baron Financial Group sold 860 Vanguard Health Care ETF shares in Q3 2026, an estimated $269K.
  • Vanguard Health Care ETF made up 2% of Baron Financial Group's portfolio in Q3 2026, its #17 holding.
  • Baron Financial Group first reported a position in Vanguard Health Care ETF in Q3 2020 and has held it in 25 quarters since.
  • Baron Financial Group's Vanguard Health Care ETF position peaked at $4.35M in Q3 2024.
  • 266 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Baron Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.