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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
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

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
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
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
BI
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Baron Financial Group's VHT Position: Q2 2026 in Review

Baron Financial Group reduced its Vanguard Health Care ETF (VHT) stake by 4% in Q2 2026, selling an estimated $160K and leaving 13,870 shares worth $4.15M. The position accounts for 1.98% of the portfolio, ranked #18.

Baron Financial Group first reported a position in VHT in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.35M in Q3 2024. 230 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Baron Financial Group held 13,870 shares of Vanguard Health Care ETF worth $4.15M as of Q2 2026.
  • Baron Financial Group sold 574 Vanguard Health Care ETF shares in Q2 2026, an estimated $160K.
  • Vanguard Health Care ETF made up 1.98% of Baron Financial Group's portfolio in Q2 2026, its #18 holding.
  • Baron Financial Group first reported a position in Vanguard Health Care ETF in Q3 2020 and has held it in 24 quarters since.
  • Baron Financial Group's Vanguard Health Care ETF position peaked at $4.35M in Q3 2024.
  • 230 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.