CSF
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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
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

AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WAG
Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Capital Squared Financial's VHT Position: Q2 2026 in Review

Capital Squared Financial increased its Vanguard Health Care ETF (VHT) stake by 0.36% in Q2 2026, buying an estimated $1.11K and bringing the position to 1,103 shares worth $330K. The position accounts for 0.22% of the portfolio, ranked #71.

Capital Squared Financial first reported a position in VHT in Q4 2025 and has held it in 3 quarters since. The position peaked at $440K in Q4 2025. 326 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Capital Squared Financial held 1,103 shares of Vanguard Health Care ETF worth $330K as of Q2 2026.
  • Capital Squared Financial bought 4 Vanguard Health Care ETF shares in Q2 2026, an estimated $1.11K.
  • Vanguard Health Care ETF made up 0.22% of Capital Squared Financial's portfolio in Q2 2026, its #71 holding.
  • Capital Squared Financial first reported a position in Vanguard Health Care ETF in Q4 2025 and has held it in 3 quarters since.
  • Capital Squared Financial's Vanguard Health Care ETF position peaked at $440K in Q4 2025.
  • 326 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.