CMA
VHT icon

Cedar Mountain Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Cedar Mountain Advisors’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 		$15.6M Buy
52,193
+320
+0.6% +$89K 2.69% 9
2026
Q1 		$14.1M Sell
51,873
-393
-0.8% -$112K 2.76% 10
2025
Q4 		$15M Buy
52,266
+1,618
+3% +$452K 2.9% 9
2025
Q3 		$13.1M Buy
50,648
+1,130
+2% +$284K 2.56% 10
2025
Q2 		$12.3M Buy
49,518
+960
+2% +$237K 2.56% 10
2025
Q1 		$12.9M Buy
48,558
+1,017
+2% +$271K 2.88% 10
2024
Q4 		$12.1M Sell
47,541
-2,167
-4% -$584K 2.65% 10
2024
Q3 		$14M Buy
49,708
+37,068
+293% +$10.3M 3.16% 10
2024
Q2 		$3.36M Buy
12,640
+605
+5% +$159K 0.83% 16
2024
Q1 		$3.26M Buy
12,035
+60
+0.5% +$15.8K 0.82% 17
2023
Q4 		$3M Buy
11,975
+62
+0.5% +$14.7K 0.81% 17
2023
Q3 		$2.8M Sell
11,913
-17
-0.1% -$4.14K 0.83% 17
2023
Q2 		$2.92M Sell
11,930
-91
-0.8% -$22.1K 0.83% 17
2023
Q1 		$2.87M Sell
12,021
-216
-2% -$52K 0.86% 18
2022
Q4 		$3.04M Sell
12,237
-30
-0.2% -$7.27K 0.95% 17
2022
Q3 		$2.74M Sell
12,267
-245
-2% -$58.5K 0.91% 17
2022
Q2 		$2.95M Sell
12,512
-198
-2% -$47.7K 1.01% 15
2022
Q1 		$3.23M Sell
12,710
-52
-0.4% -$12.8K 0.96% 14
2021
Q4 		$3.4M Buy
12,762
+147
+1% +$37.5K 1.04% 12
2021
Q3 		$3.12M Sell
12,615
-161
-1% -$41.3K 1.04% 12
2021
Q2 		$3.16M Sell
12,776
-587
-4% -$140K 1.04% 12
2021
Q1 		$3.06M Sell
13,363
-52
-0.4% -$11.9K 1.03% 13
2020
Q4 		$3M Buy
13,415
+629
+5% +$134K 1.07% 13
2020
Q3 		$2.61M Buy
12,786
+53
+0.4% +$10.7K 1.06% 12
2020
Q2 		$2.45M Buy
12,733
+12,403
+3,758% +$2.33M 1.06% 13
2020
Q1 		$55K Buy
330
+2
+0.6% +$365 0.03% 53
2019
Q4 		$63K Buy
+328
New +$58.8K 0.03% 59

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cedar Mountain Advisors's VHT Position: Q2 2026 in Review

Cedar Mountain Advisors increased its Vanguard Health Care ETF (VHT) stake by 0.62% in Q2 2026, buying an estimated $89K and bringing the position to 52,193 shares worth $15.6M. The position accounts for 2.69% of the portfolio, ranked #9.

Cedar Mountain Advisors first reported a position in VHT in Q4 2019 and has held it in 27 quarters since. 1,115 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Cedar Mountain Advisors held 52,193 shares of Vanguard Health Care ETF worth $15.6M as of Q2 2026.
  • Cedar Mountain Advisors bought 320 Vanguard Health Care ETF shares in Q2 2026, an estimated $89K.
  • Vanguard Health Care ETF made up 2.69% of Cedar Mountain Advisors's portfolio in Q2 2026, its #9 holding.
  • Cedar Mountain Advisors first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.