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 Q3	$306K	Sell	967 -51	-5%	-$16K	0.14%	156
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

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Capital Square's VHT Position: Q3 2026 in Review

Capital Square reduced its Vanguard Health Care ETF (VHT) stake by 5% in Q3 2026, selling an estimated $16K and leaving 967 shares worth $306K. The position accounts for 0.14% of the portfolio, ranked #156.

Capital Square first reported a position in VHT in Q4 2022 and has held it in 13 quarters since. The position peaked at $309K in Q2 2026. 453 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Capital Square held 967 shares of Vanguard Health Care ETF worth $306K as of Q3 2026.
Capital Square sold 51 Vanguard Health Care ETF shares in Q3 2026, an estimated $16K.
Vanguard Health Care ETF made up 0.14% of Capital Square's portfolio in Q3 2026, its #156 holding.
Capital Square first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 13 quarters since.
Capital Square's Vanguard Health Care ETF position peaked at $309K in Q2 2026.
453 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.