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BFSG LLC’s Vanguard Health Care ETF VHT Stock Holding History

BFSG LLC’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 		$42.8K Buy
143
+63
+79% +$17.5K ﹤0.01% 450
2026
Q1 		$21.8K Hold
80
– – ﹤0.01% 483
2025
Q4 		$23K Hold
80
– – ﹤0.01% 471
2025
Q3 		$20.8K Hold
80
– – ﹤0.01% 473
2025
Q2 		$19.9K Hold
80
– – ﹤0.01% 459
2025
Q1 		$21.2K Hold
80
– – ﹤0.01% 441
2024
Q4 		$20.3K Hold
80
– – ﹤0.01% 445
2024
Q3 		$22.6K Hold
80
– – ﹤0.01% 436
2024
Q2 		$21.3K Hold
80
– – ﹤0.01% 421
2024
Q1 		$21.6K Hold
80
– – ﹤0.01% 442
2023
Q4 		$20.1K Buy
+80
New +$18.9K ﹤0.01% 416

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

BFSG LLC's VHT Position: Q2 2026 in Review

BFSG LLC increased its Vanguard Health Care ETF (VHT) stake by 79% in Q2 2026, buying an estimated $17.5K and bringing the position to 143 shares worth $42.8K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

BFSG LLC first reported a position in VHT in Q4 2023 and has held it in 11 quarters since. 244 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • BFSG LLC held 143 shares of Vanguard Health Care ETF worth $42.8K as of Q2 2026.
  • BFSG LLC bought 63 Vanguard Health Care ETF shares in Q2 2026, an estimated $17.5K.
  • Vanguard Health Care ETF made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #450 holding.
  • BFSG LLC first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 11 quarters since.
  • 244 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.