Capital Square’s Vanguard Health Care ETF VHT Stock Holding History

Capital Square’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	$309K	Buy	1,018 +44	+5%	+$12.2K	0.14%	164
2026 Q1	$263K	Buy	974 +22	+2%	+$6.29K	0.12%	181
2025 Q4	$274K	Buy	952 +23	+2%	+$6.43K	0.14%	157
2025 Q3	$241K	Buy	929 +110	+13%	+$27.6K	0.12%	161
2025 Q2	$204K	Buy	+819	New	+$202K	0.11%	180
2025 Q1	–	Sell	-900	Closed	-$240K	–	198
2024 Q4	$240K	Buy	900 +80	+10%	+$21.6K	0.14%	154
2024 Q3	$232K	Buy	820 +32	+4%	+$8.89K	0.14%	136
2024 Q2	$215K	Sell	788 -1	-0.1%	-$262	0.14%	133
2024 Q1	$214K	Buy	+789	New	+$207K	0.15%	133
2023 Q3	–	Sell	-876	Closed	-$215K	–	128
2023 Q2	$215K	Buy	876 +6	+0.7%	+$1.46K	0.2%	115
2023 Q1	$213K	Buy	870 +3	+0.3%	+$722	0.2%	123
2022 Q4	$215K	Buy	+867	New	+$210K	0.19%	122

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 22.96% 1-Year Est. Return

Capital Square's VHT Position: Q2 2026 in Review

Capital Square increased its Vanguard Health Care ETF (VHT) stake by 4.5% in Q2 2026, buying an estimated $12.2K and bringing the position to 1,018 shares worth $309K. The position accounts for 0.14% of the portfolio, ranked #164.

Capital Square first reported a position in VHT in Q4 2022 and has held it in 12 quarters since. 1,118 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Capital Square held 1,018 shares of Vanguard Health Care ETF worth $309K as of Q2 2026.
Capital Square bought 44 Vanguard Health Care ETF shares in Q2 2026, an estimated $12.2K.
Vanguard Health Care ETF made up 0.14% of Capital Square's portfolio in Q2 2026, its #164 holding.
Capital Square first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 12 quarters since.
1,118 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Capital Square's 13F filing for Q2 2026, filed 13 Aug 2026.