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Capital Investment Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Capital Investment Advisors’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 		$401K Sell
1,343
-45
-3% -$12.5K 0.01% 575
2026
Q1 		$378K Hold
1,388
– – 0.01% 547
2025
Q4 		$399K Hold
1,388
– – 0.01% 523
2025
Q3 		$360K Sell
1,388
-21
-1% -$5.27K 0.01% 540
2025
Q2 		$350K Sell
1,409
-99
-7% -$24.5K 0.01% 526
2025
Q1 		$399K Buy
1,508
+80
+6% +$21.3K 0.01% 476
2024
Q4 		$362K Buy
1,428
+1
+0.1% +$269 0.01% 476
2024
Q3 		$403K Hold
1,427
– – 0.01% 453
2024
Q2 		$380K Buy
1,427
+209
+17% +$54.8K 0.01% 453
2024
Q1 		$329K Sell
1,218
-66
-5% -$17.3K 0.01% 465
2023
Q4 		$322K Sell
1,284
-34
-3% -$8.05K 0.01% 451
2023
Q3 		$310K Hold
1,318
– – 0.01% 441
2023
Q2 		$323K Sell
1,318
-165
-11% -$40.1K 0.01% 412
2023
Q1 		$354K Sell
1,483
-28
-2% -$6.74K 0.01% 413
2022
Q4 		$375K Sell
1,511
-109
-7% -$26.4K 0.01% 399
2022
Q3 		$362K Buy
1,620
+677
+72% +$162K 0.01% 381
2022
Q2 		$222K Buy
943
+150
+19% +$36.2K 0.01% 500
2022
Q1 		$202K Buy
793
+14
+2% +$3.46K 0.01% 551
2021
Q4 		$208K Buy
+779
New +$199K 0.01% 559
2021
Q3 		– Sell
-832
Closed -$206K – 590
2021
Q2 		$206K Buy
+832
New +$199K 0.01% 533
2021
Q1 		– Sell
-1,050
Closed -$235K – 567
2020
Q4 		$235K Buy
+1,050
New +$224K 0.01% 458

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Capital Investment Advisors's VHT Position: Q2 2026 in Review

Capital Investment Advisors reduced its Vanguard Health Care ETF (VHT) stake by 3.2% in Q2 2026, selling an estimated $12.5K and leaving 1,343 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #575.

Capital Investment Advisors first reported a position in VHT in Q4 2020 and has held it in 21 quarters since. The position peaked at $403K in Q3 2024. 1,122 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Capital Investment Advisors held 1,343 shares of Vanguard Health Care ETF worth $401K as of Q2 2026.
  • Capital Investment Advisors sold 45 Vanguard Health Care ETF shares in Q2 2026, an estimated $12.5K.
  • Vanguard Health Care ETF made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #575 holding.
  • Capital Investment Advisors first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 21 quarters since.
  • Capital Investment Advisors's Vanguard Health Care ETF position peaked at $403K in Q3 2024.
  • 1,122 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.