Capital Management Associates Inc’s Vanguard Health Care ETF VHT Stock Holding History

Capital Management Associates Inc’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	$2.49M	Buy	8,337 +500	+6%	+$139K	0.5%	34
2026 Q1	$2.13M	Buy	7,837 +1,303	+20%	+$372K	0.48%	32
2025 Q4	$1.88M	Buy	6,534 +1,125	+21%	+$314K	0.42%	38
2025 Q3	$1.4M	Buy	5,409 +39	+0.7%	+$9.79K	0.38%	41
2025 Q2	$1.33M	Buy	5,370 +2,810	+110%	+$694K	0.42%	37
2025 Q1	$678K	Buy	2,560 +1,206	+89%	+$321K	0.15%	69
2024 Q4	$343K	Buy	1,354 +53	+4%	+$14.3K	0.13%	79
2024 Q3	$367K	Sell	1,301 -53	-4%	-$14.7K	0.15%	75
2024 Q2	$360K	Sell	1,354 -374	-22%	-$98K	0.22%	60
2024 Q1	$468K	Sell	1,728 -24	-1%	-$6.3K	0.34%	45
2023 Q4	$439K	Buy	+1,752	New	+$415K	0.26%	52

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Capital Management Associates Inc's VHT Position: Q2 2026 in Review

Capital Management Associates Inc increased its Vanguard Health Care ETF (VHT) stake by 6.4% in Q2 2026, buying an estimated $139K and bringing the position to 8,337 shares worth $2.49M. The position accounts for 0.5% of the portfolio, ranked #34.

Capital Management Associates Inc first reported a position in VHT in Q4 2023 and has held it in 11 quarters since. 1,122 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Capital Management Associates Inc held 8,337 shares of Vanguard Health Care ETF worth $2.49M as of Q2 2026.
Capital Management Associates Inc bought 500 Vanguard Health Care ETF shares in Q2 2026, an estimated $139K.
Vanguard Health Care ETF made up 0.5% of Capital Management Associates Inc's portfolio in Q2 2026, its #34 holding.
Capital Management Associates Inc first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 11 quarters since.
1,122 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Capital Management Associates Inc's 13F filing for Q2 2026, filed 22 Jul 2026.