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 Q3	$226K	Hold	716	–	–	0.05%	39
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

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

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Briaud Financial Planning's VHT Position: Q3 2026 in Review

Briaud Financial Planning held its Vanguard Health Care ETF (VHT) position steady in Q3 2026 at 716 shares worth $226K. The position accounts for 0.05% of the portfolio, ranked #39.

Briaud Financial Planning first reported a position in VHT in Q3 2023 and has held it in 10 quarters since. 289 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Briaud Financial Planning held 716 shares of Vanguard Health Care ETF worth $226K as of Q3 2026.
Briaud Financial Planning left its Vanguard Health Care ETF share count unchanged in Q3 2026.
Vanguard Health Care ETF made up 0.05% of Briaud Financial Planning's portfolio in Q3 2026, its #39 holding.
Briaud Financial Planning first reported a position in Vanguard Health Care ETF in Q3 2023 and has held it in 10 quarters since.
289 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Briaud Financial Planning's 13F filing for Q3 2026, filed 20 Oct 2026.