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

Berger 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 		$312K Sell
1,042
-120
-10% -$33.4K 0.02% 379
2026
Q1 		$316K Sell
1,162
-6
-0.5% -$1.72K 0.02% 364
2025
Q4 		$336K Buy
1,168
+9
+0.8% +$2.51K 0.02% 351
2025
Q3 		$301K Buy
1,159
+4
+0.3% +$1K 0.02% 355
2025
Q2 		$287K Sell
1,155
-26
-2% -$6.43K 0.02% 345
2025
Q1 		$313K Buy
1,181
+5
+0.4% +$1.33K 0.02% 328
2024
Q4 		$298K Buy
1,176
+72
+7% +$19.4K 0.02% 320
2024
Q3 		$312K Sell
1,104
-230
-17% -$63.9K 0.02% 299
2024
Q2 		$355K Sell
1,334
-1
-0.1% -$262 0.03% 254
2024
Q1 		$361K Buy
1,335
+22
+2% +$5.78K 0.03% 252
2023
Q4 		$329K Sell
1,313
-81
-6% -$19.2K 0.03% 215
2023
Q3 		$328K Sell
1,394
-95
-6% -$23.2K 0.04% 198
2023
Q2 		$365K Sell
1,489
-122
-8% -$29.7K 0.04% 194
2023
Q1 		$384K Buy
1,611
+55
+4% +$13.2K 0.05% 179
2022
Q4 		$386K Buy
+1,556
New +$377K 0.05% 180
2022
Q3 		– Sell
-1,236
Closed -$291K – 262
2022
Q2 		$291K Buy
1,236
+153
+14% +$36.9K 0.04% 188
2022
Q1 		$275K Sell
1,083
-22
-2% -$5.44K 0.03% 222
2021
Q4 		$294K Buy
1,105
+161
+17% +$41.1K 0.04% 213
2021
Q3 		$233K Hold
944
– – 0.04% 188
2021
Q2 		$233K Sell
944
-6
-0.6% -$1.43K 0.04% 188
2021
Q1 		$217K Buy
+950
New +$218K 0.05% 183

Other funds holding VHT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Berger Financial Group reduced its Vanguard Health Care ETF (VHT) stake by 10% in Q2 2026, selling an estimated $33.4K and leaving 1,042 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #379.

Berger Financial Group first reported a position in VHT in Q1 2021 and has held it in 21 quarters since. The position peaked at $386K in Q4 2022. 796 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Berger Financial Group held 1,042 shares of Vanguard Health Care ETF worth $312K as of Q2 2026.
  • Berger Financial Group sold 120 Vanguard Health Care ETF shares in Q2 2026, an estimated $33.4K.
  • Vanguard Health Care ETF made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #379 holding.
  • Berger Financial Group first reported a position in Vanguard Health Care ETF in Q1 2021 and has held it in 21 quarters since.
  • Berger Financial Group's Vanguard Health Care ETF position peaked at $386K in Q4 2022.
  • 796 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.