Brown, Lisle/Cummings
VHT icon

Brown, Lisle/Cummings’s Vanguard Health Care ETF VHT Stock Holding History

Brown, Lisle/Cummings’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 		$2.56M Buy
8,105
+1,080
+15% +$338K 0.57% 41
2026
Q2 		$2.1M Buy
7,025
+510
+8% +$142K 0.47% 53
2026
Q1 		$1.77M Buy
6,515
+630
+11% +$180K 0.44% 56
2025
Q4 		$1.69M Buy
5,885
+1,355
+30% +$379K 0.42% 56
2025
Q3 		$1.18M Sell
4,530
-445
-9% -$112K 0.3% 83
2025
Q2 		$1.24M Buy
4,975
+25
+0.5% +$6.18K 0.33% 75
2025
Q1 		$1.31M Buy
4,950
+75
+2% +$20K 0.38% 66
2024
Q4 		$1.24M Buy
4,875
+70
+1% +$18.9K 0.37% 65
2024
Q3 		$1.36M Buy
4,805
+150
+3% +$41.7K 0.41% 59
2024
Q2 		$1.24M Buy
4,655
+75
+2% +$19.7K 0.4% 62
2024
Q1 		$1.24M Buy
4,580
+790
+21% +$208K 0.42% 60
2023
Q4 		$950K Buy
3,790
+150
+4% +$35.5K 0.35% 68
2023
Q3 		$856K Buy
3,640
+610
+20% +$149K 0.39% 62
2023
Q2 		$742K Buy
3,030
+20
+0.7% +$4.87K 0.33% 68
2023
Q1 		$718K Buy
3,010
+75
+3% +$18K 0.36% 65
2022
Q4 		$728K Buy
2,935
+285
+11% +$69.1K 0.39% 61
2022
Q3 		$593K Buy
2,650
+220
+9% +$52.5K 0.35% 74
2022
Q2 		$572K Buy
2,430
+185
+8% +$44.6K 0.32% 80
2022
Q1 		$571K Buy
2,245
+150
+7% +$37.1K 0.27% 86
2021
Q4 		$558K Buy
+2,095
New +$534K 0.28% 85

Other funds holding VHT

Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wheelhouse Advisory Group
Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Brown, Lisle/Cummings's VHT Position: Q3 2026 in Review

Brown, Lisle/Cummings increased its Vanguard Health Care ETF (VHT) stake by 15% in Q3 2026, buying an estimated $338K and bringing the position to 8,105 shares worth $2.56M. The position accounts for 0.57% of the portfolio, ranked #41.

Brown, Lisle/Cummings first reported a position in VHT in Q4 2021 and has held it in 20 quarters since. 534 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Brown, Lisle/Cummings held 8,105 shares of Vanguard Health Care ETF worth $2.56M as of Q3 2026.
  • Brown, Lisle/Cummings bought 1,080 Vanguard Health Care ETF shares in Q3 2026, an estimated $338K.
  • Vanguard Health Care ETF made up 0.57% of Brown, Lisle/Cummings's portfolio in Q3 2026, its #41 holding.
  • Brown, Lisle/Cummings first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 20 quarters since.
  • 534 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q3 2026, filed 16 Oct 2026.