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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Square's VHT Position: Q1 2026 in Review

Capital Square increased its Vanguard Health Care ETF (VHT) stake by 2.3% in Q1 2026, buying an estimated $6.29K and bringing the position to 974 shares worth $263K. The position accounts for 0.12% of the portfolio, ranked #181.

Capital Square first reported a position in VHT in Q4 2022 and has held it in 11 quarters since. The position peaked at $274K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Capital Square held 974 shares of Vanguard Health Care ETF worth $263K as of Q1 2026.
Capital Square bought 22 Vanguard Health Care ETF shares in Q1 2026, an estimated $6.29K.
Vanguard Health Care ETF made up 0.12% of Capital Square's portfolio in Q1 2026, its #181 holding.
Capital Square first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 11 quarters since.
Capital Square's Vanguard Health Care ETF position peaked at $274K in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.