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Capital Analysts LLC’s Vanguard Health Care ETF VHT Stock Holding History

Capital Analysts LLC’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 		$2.51M Sell
9,232
-743
-7% -$212K 0.07% 228
2025
Q4 		$2.87M Sell
9,975
-53
-0.5% -$14.8K 0.08% 201
2025
Q3 		$2.6M Sell
10,028
-186
-2% -$46.7K 0.08% 208
2025
Q2 		$2.54M Sell
10,214
-10
-0.1% -$2.47K 0.08% 191
2025
Q1 		$2.71M Buy
10,224
+5
+0% +$1.33K 0.1% 168
2024
Q4 		$2.59M Sell
10,219
-364
-3% -$98.1K 0.1% 155
2024
Q3 		$2.99M Sell
10,583
-408
-4% -$113K 0.12% 143
2024
Q2 		$2.92M Sell
10,991
-578
-5% -$152K 0.13% 137
2024
Q1 		$3.13M Sell
11,569
-815
-7% -$214K 0.15% 122
2023
Q4 		$3.1M Sell
12,384
-3,262
-21% -$773K 0.16% 114
2023
Q3 		$3.68M Sell
15,646
-4,783
-23% -$1.17M 0.2% 95
2023
Q2 		$5M Sell
20,429
-2,026
-9% -$493K 0.28% 83
2023
Q1 		$5.35M Sell
22,455
-370
-2% -$89K 0.31% 80
2022
Q4 		$5.66M Buy
22,825
+229
+1% +$55.5K 0.35% 64
2022
Q3 		$5.05M Buy
22,596
+8,481
+60% +$2.02M 0.35% 67
2022
Q2 		$3.32M Buy
+14,115
New +$3.4M 0.23% 88
2021
Q2 		– Sell
-51
Closed -$12K – 1091
2021
Q1 		$12K Buy
+51
New +$11.7K ﹤0.01% 773
2016
Q2 		– Sell
-48
Closed -$5.92K – 390
2016
Q1 		$5.92K Buy
+48
New +$5.84K ﹤0.01% 348

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

Capital Analysts LLC's VHT Position: Q1 2026 in Review

Capital Analysts LLC reduced its Vanguard Health Care ETF (VHT) stake by 7.4% in Q1 2026, selling an estimated $212K and leaving 9,232 shares worth $2.51M. The position accounts for 0.07% of the portfolio, ranked #228.

Capital Analysts LLC first reported a position in VHT in Q1 2016 and has held it in 18 quarters since. The position peaked at $5.66M in Q4 2022. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Capital Analysts LLC held 9,232 shares of Vanguard Health Care ETF worth $2.51M as of Q1 2026.
  • Capital Analysts LLC sold 743 Vanguard Health Care ETF shares in Q1 2026, an estimated $212K.
  • Vanguard Health Care ETF made up 0.07% of Capital Analysts LLC's portfolio in Q1 2026, its #228 holding.
  • Capital Analysts LLC first reported a position in Vanguard Health Care ETF in Q1 2016 and has held it in 18 quarters since.
  • Capital Analysts LLC's Vanguard Health Care ETF position peaked at $5.66M in Q4 2022.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.