Capital Squared Financial
VHT icon

Capital Squared Financial’s Vanguard Health Care ETF VHT Stock Holding History

Capital Squared Financial’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 		$343K Sell
1,085
-18
-2% -$5.64K 0.22% 68
2026
Q2 		$330K Buy
1,103
+4
+0.4% +$1.11K 0.22% 71
2026
Q1 		$299K Sell
1,099
-428
-28% -$122K 0.23% 66
2025
Q4 		$440K Buy
+1,527
New +$427K 0.34% 56

Other funds holding VHT

Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wheelhouse Advisory Group
Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Capital Squared Financial's VHT Position: Q3 2026 in Review

Capital Squared Financial reduced its Vanguard Health Care ETF (VHT) stake by 1.6% in Q3 2026, selling an estimated $5.64K and leaving 1,085 shares worth $343K. The position accounts for 0.22% of the portfolio, ranked #68.

Capital Squared Financial first reported a position in VHT in Q4 2025 and has held it in 4 quarters since. The position peaked at $440K in Q4 2025. 520 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Capital Squared Financial held 1,085 shares of Vanguard Health Care ETF worth $343K as of Q3 2026.
  • Capital Squared Financial sold 18 Vanguard Health Care ETF shares in Q3 2026, an estimated $5.64K.
  • Vanguard Health Care ETF made up 0.22% of Capital Squared Financial's portfolio in Q3 2026, its #68 holding.
  • Capital Squared Financial first reported a position in Vanguard Health Care ETF in Q4 2025 and has held it in 4 quarters since.
  • Capital Squared Financial's Vanguard Health Care ETF position peaked at $440K in Q4 2025.
  • 520 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Capital Squared Financial's 13F filing for Q3 2026, filed 30 Oct 2026.