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

Beacon Investment Advisory Services’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	$50.2K	Buy	+168	New	+$46.7K	﹤0.01%	437
2019 Q1	–	Sell	-1,600	Closed	-$257K	–	255
2018 Q4	$257K	Hold	1,600	–	–	0.03%	224
2018 Q3	$289K	Hold	1,600	–	–	0.03%	222
2018 Q2	$255K	Hold	1,600	–	–	0.03%	226
2018 Q1	$246K	Hold	1,600	–	–	0.03%	232
2017 Q4	$247K	Sell	1,600 -1,600	-50%	-$246K	0.03%	220
2017 Q3	$488K	Buy	3,200 +1,600	+100%	+$239K	0.04%	181
2017 Q2	$236K	Hold	1,600	–	–	0.04%	100
2017 Q1	$221K	Hold	1,600	–	–	0.04%	80
2016 Q4	$203K	Hold	1,600	–	–	0.04%	74
2016 Q3	$213K	Hold	1,600	–	–	0.05%	70
2016 Q2	$209K	Buy	+1,600	New	+$205K	0.05%	69
2016 Q1	–	Sell	-1,600	Closed	-$213K	–	66
2015 Q4	$213K	Buy	+1,600	New	+$208K	0.04%	61
2015 Q3	–	Sell	-1,600	Closed	-$224K	–	64
2015 Q2	$224K	Buy	+1,600	New	+$221K	0.04%	51

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

WAG

Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Beacon Investment Advisory Services's VHT Position: Q2 2026 in Review

Beacon Investment Advisory Services opened a new position in Vanguard Health Care ETF (VHT) in Q2 2026: 168 shares worth $50.2K. The stake represents ﹤0.01% of the portfolio and ranks #437 among its holdings. This is a return to the name: Beacon Investment Advisory Services previously reported a position in VHT as recently as Q4 2018.

Beacon Investment Advisory Services first reported a position in VHT in Q2 2015 and has held it in 14 quarters since. The position peaked at $488K in Q3 2017. 357 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Beacon Investment Advisory Services held 168 shares of Vanguard Health Care ETF worth $50.2K as of Q2 2026.
Vanguard Health Care ETF was a new Beacon Investment Advisory Services position in Q2 2026.
Vanguard Health Care ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #437 holding.
Beacon Investment Advisory Services first reported a position in Vanguard Health Care ETF in Q2 2015 and has held it in 14 quarters since.
Beacon Investment Advisory Services's Vanguard Health Care ETF position peaked at $488K in Q3 2017.
357 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.