Briaud Financial Planning’s Vanguard Health Care ETF VHT Stock Holding History

Briaud Financial Planning’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	$214K	Buy	+716	New	+$199K	0.06%	39
2026 Q1	–	Sell	-716	Closed	-$206K	–	43
2025 Q4	$206K	Buy	+716	New	+$200K	0.05%	34
2025 Q3	–	Sell	-716	Closed	-$177K	–	333
2025 Q2	$177K	Hold	716	–	–	0.07%	43
2025 Q1	$189K	Hold	716	–	–	0.08%	34
2024 Q4	$181K	Hold	716	–	–	0.07%	31
2024 Q3	$202K	Hold	716	–	–	0.1%	27
2024 Q2	$190K	Hold	716	–	–	0.11%	22
2024 Q1	$194K	Buy	+716	New	+$188K	0.11%	21
2023 Q4	–	Sell	-716	Closed	-$168K	–	158
2023 Q3	$168K	Buy	+716	New	+$175K	0.14%	24

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Briaud Financial Planning's VHT Position: Q2 2026 in Review

Briaud Financial Planning opened a new position in Vanguard Health Care ETF (VHT) in Q2 2026: 716 shares worth $214K. The stake represents 0.06% of the portfolio and ranks #39 among its holdings. This is a return to the name: Briaud Financial Planning previously reported a position in VHT as recently as Q4 2025.

Briaud Financial Planning first reported a position in VHT in Q3 2023 and has held it in 9 quarters since. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Briaud Financial Planning held 716 shares of Vanguard Health Care ETF worth $214K as of Q2 2026.
Vanguard Health Care ETF was a new Briaud Financial Planning position in Q2 2026.
Vanguard Health Care ETF made up 0.06% of Briaud Financial Planning's portfolio in Q2 2026, its #39 holding.
Briaud Financial Planning first reported a position in Vanguard Health Care ETF in Q3 2023 and has held it in 9 quarters since.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Briaud Financial Planning's 13F filing for Q2 2026, filed 30 Jul 2026.