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Cape Investment Advisory’s Vanguard Health Care ETF VHT Stock Holding History

Cape Investment Advisory’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
Q1 		– Sell
-330
Closed -$95K – 1173
2025
Q4 		$95K Buy
330
+175
+113% +$48.9K 0.03% 314
2025
Q3 		$40.2K Sell
155
-150
-49% -$37.6K 0.04% 248
2025
Q2 		$75.7K Sell
305
-113
-27% -$27.9K 0.03% 309
2025
Q1 		$111K Hold
418
– – 0.04% 232
2024
Q4 		$106K Sell
418
-40
-9% -$10.8K 0.04% 236
2024
Q3 		$129K Hold
458
– – 0.05% 216
2024
Q2 		$122K Sell
458
-30
-6% -$7.87K 0.05% 206
2024
Q1 		$132K Buy
488
+487
+48,700% +$128K 0.06% 187
2023
Q4 		$251 Sell
1
-490
-100% -$116K ﹤0.01% 1088
2023
Q3 		$115K Buy
491
+489
+24,450% +$119K 0.07% 191
2023
Q2 		$490 Hold
2
– – ﹤0.01% 857
2023
Q1 		$477 Buy
+2
New +$481 ﹤0.01% 910

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cape Investment Advisory's VHT Position: Q1 2026 in Review

Cape Investment Advisory sold out of Vanguard Health Care ETF (VHT) in Q1 2026, closing a stake of 330 shares — an estimated $95K sold.

Cape Investment Advisory first reported a position in VHT in Q1 2023 and held it in 12 quarters. The position peaked at $132K in Q1 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Cape Investment Advisory reported no remaining Vanguard Health Care ETF position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 330 Vanguard Health Care ETF shares in Q1 2026, an estimated $95K.
  • Cape Investment Advisory first reported a position in Vanguard Health Care ETF in Q1 2023 and held it in 12 quarters.
  • Cape Investment Advisory's Vanguard Health Care ETF position peaked at $132K in Q1 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.