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

Capital Performance 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 		$402K Buy
1,344
+1
+0.1% +$278 0.03% 193
2026
Q1 		$366K Buy
1,343
+311
+30% +$88.9K 0.02% 274
2025
Q4 		$297K Buy
+1,032
New +$288K 0.02% 317
2024
Q4 		– Sell
-1
Closed -$282 – 2602
2024
Q3 		$282 Buy
+1
New +$278 ﹤0.01% 2478

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 Performance Advisors's VHT Position: Q2 2026 in Review

Capital Performance Advisors increased its Vanguard Health Care ETF (VHT) stake by 0.07% in Q2 2026, buying an estimated $278 and bringing the position to 1,344 shares worth $402K. The position accounts for 0.03% of the portfolio, ranked #193.

Capital Performance Advisors first reported a position in VHT in Q3 2024 and has held it in 4 quarters since. 1,122 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Capital Performance Advisors held 1,344 shares of Vanguard Health Care ETF worth $402K as of Q2 2026.
  • Capital Performance Advisors bought 1 Vanguard Health Care ETF share in Q2 2026, an estimated $278.
  • Vanguard Health Care ETF made up 0.03% of Capital Performance Advisors's portfolio in Q2 2026, its #193 holding.
  • Capital Performance Advisors first reported a position in Vanguard Health Care ETF in Q3 2024 and has held it in 4 quarters since.
  • 1,122 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.