Blue Trust Inc’s Vanguard Health Care ETF VHT Stock Holding History

Blue Trust Inc’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	$202K	Buy	638 +28	+5%	+$8.77K	﹤0.01%	760
2026 Q2	$182K	Buy	610 +101	+20%	+$28.1K	﹤0.01%	811
2026 Q1	$138K	Buy	509 +15	+3%	+$4.29K	﹤0.01%	887
2025 Q4	$142K	Hold	494	–	–	﹤0.01%	906
2025 Q3	$128K	Sell	494 -6	-1%	-$1.5K	﹤0.01%	968
2025 Q2	$124K	Buy	500 +134	+37%	+$33.1K	﹤0.01%	952
2025 Q1	$96.8K	Buy	366 +365	+36,500%	+$97.2K	﹤0.01%	1005
2024 Q4	$195	Sell	1 -77	-99%	-$20.7K	﹤0.01%	2386
2024 Q3	$20.7K	Buy	+78	New	+$21.7K	﹤0.01%	1925
2023 Q3	–	Sell	-11	Closed	-$3K	–	2302
2023 Q2	$3K	Buy	+11	New	+$2.68K	﹤0.01%	1689
2022 Q4	–	Sell	-142	Closed	-$33K	–	2495
2022 Q3	$33K	Buy	+142	New	+$33.9K	﹤0.01%	906

Other funds holding VHT

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Blue Trust Inc's VHT Position: Q3 2026 in Review

Blue Trust Inc increased its Vanguard Health Care ETF (VHT) stake by 4.6% in Q3 2026, buying an estimated $8.77K and bringing the position to 638 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Blue Trust Inc first reported a position in VHT in Q3 2022 and has held it in 11 quarters since. 467 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Blue Trust Inc held 638 shares of Vanguard Health Care ETF worth $202K as of Q3 2026.
Blue Trust Inc bought 28 Vanguard Health Care ETF shares in Q3 2026, an estimated $8.77K.
Vanguard Health Care ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #760 holding.
Blue Trust Inc first reported a position in Vanguard Health Care ETF in Q3 2022 and has held it in 11 quarters since.
467 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.