Beacon Financial Advisory
VHT icon

Beacon Financial Advisory’s Vanguard Health Care ETF VHT Stock Holding History

Beacon Financial Advisory’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 		$512K Buy
1,619
+17
+1% +$5.33K 0.1% 249
2026
Q2 		$479K Sell
1,602
-178
-10% -$49.5K 0.09% 255
2026
Q1 		$485K Sell
1,780
-12
-0.7% -$3.43K 0.11% 234
2025
Q4 		$516K Sell
1,792
-106
-6% -$29.6K 0.12% 214
2025
Q3 		$493K Buy
1,898
+101
+6% +$25.3K 0.11% 213
2025
Q2 		$446K Sell
1,797
-89
-5% -$22K 0.12% 217
2025
Q1 		$499K Sell
1,886
-20
-1% -$5.33K 0.15% 166
2024
Q4 		$484K Buy
1,906
+6
+0.3% +$1.62K 0.16% 163
2024
Q3 		$536K Buy
1,900
+3
+0.2% +$833 0.18% 152
2024
Q2 		$505K Sell
1,897
-35
-2% -$9.18K 0.19% 145
2024
Q1 		$523K Buy
1,932
+3
+0.2% +$788 0.25% 117
2023
Q4 		$484K Buy
1,929
+11
+0.6% +$2.6K 0.23% 122
2023
Q3 		$451K Buy
1,918
+2
+0.1% +$488 0.25% 123
2023
Q2 		$469K Hold
1,916
– – 0.27% 122
2023
Q1 		$457K Buy
1,916
+2
+0.1% +$481 0.29% 117
2022
Q4 		$475K Sell
1,914
-21
-1% -$5.09K 0.34% 101
2022
Q3 		$433K Hold
1,935
– – 0.31% 106
2022
Q2 		$456K Buy
1,935
+1
+0.1% +$241 0.26% 127
2022
Q1 		$492K Buy
1,934
+1
+0.1% +$247 0.24% 130
2021
Q4 		$515K Buy
1,933
+79
+4% +$20.1K 0.24% 130
2021
Q3 		$458K Sell
1,854
-170
-8% -$43.6K 0.24% 132
2021
Q2 		$500K Sell
2,024
-103
-5% -$24.6K 0.27% 122
2021
Q1 		$487K Buy
2,127
+575
+37% +$132K 0.28% 117
2020
Q4 		$347K Buy
1,552
+194
+14% +$41.5K 0.23% 134
2020
Q3 		$276K Buy
+1,358
New +$275K 0.24% 131

Other funds holding VHT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM 24.08% 1-Year Est. Return

Beacon Financial Advisory's VHT Position: Q3 2026 in Review

Beacon Financial Advisory increased its Vanguard Health Care ETF (VHT) stake by 1.1% in Q3 2026, buying an estimated $5.33K and bringing the position to 1,619 shares worth $512K. The position accounts for 0.1% of the portfolio, ranked #249.

Beacon Financial Advisory first reported a position in VHT in Q3 2020 and has held it in 25 quarters since. The position peaked at $536K in Q3 2024. 702 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Beacon Financial Advisory held 1,619 shares of Vanguard Health Care ETF worth $512K as of Q3 2026.
  • Beacon Financial Advisory bought 17 Vanguard Health Care ETF shares in Q3 2026, an estimated $5.33K.
  • Vanguard Health Care ETF made up 0.1% of Beacon Financial Advisory's portfolio in Q3 2026, its #249 holding.
  • Beacon Financial Advisory first reported a position in Vanguard Health Care ETF in Q3 2020 and has held it in 25 quarters since.
  • Beacon Financial Advisory's Vanguard Health Care ETF position peaked at $536K in Q3 2024.
  • 702 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.