Center for Financial Planning
VHT icon

Center for Financial Planning’s Vanguard Health Care ETF VHT Stock Holding History

Center for Financial Planning’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 		$923K Hold
2,919
– – 0.09% 79
2026
Q2 		$873K Buy
2,919
+1,044
+56% +$290K 0.08% 82
2026
Q1 		$511K Buy
1,875
+230
+14% +$65.8K 0.05% 106
2025
Q4 		$474K Hold
1,645
– – 0.05% 110
2025
Q3 		$427K Buy
1,645
+867
+111% +$218K 0.05% 124
2025
Q2 		$193K Sell
778
-58
-7% -$14.3K 0.02% 169
2025
Q1 		$221K Buy
836
+588
+237% +$157K 0.03% 150
2024
Q4 		$62.9K Buy
248
+61
+33% +$16.4K 0.01% 241
2024
Q3 		$52.8K Hold
187
– – 0.01% 241
2024
Q2 		$49.7K Hold
187
– – 0.01% 233
2024
Q1 		$50.6K Buy
187
+79
+73% +$20.8K 0.01% 237
2023
Q4 		$27.1K Hold
108
– – 0.01% 285
2023
Q3 		$25.4K Hold
108
– – 0.01% 287
2023
Q2 		$26.4K Hold
108
– – 0.01% 300
2023
Q1 		$25.8K Hold
108
– – 0.01% 277
2022
Q4 		$26.8K Sell
108
-206
-66% -$49.9K 0.01% 272
2022
Q3 		$70K Hold
314
– – 0.02% 185
2022
Q2 		$74K Buy
314
+71
+29% +$17.1K 0.02% 182
2022
Q1 		$62K Sell
243
-25
-9% -$6.18K 0.01% 211
2021
Q4 		$71K Hold
268
– – 0.01% 200
2021
Q3 		$66K Hold
268
– – 0.02% 196
2021
Q2 		$66K Hold
268
– – 0.02% 199
2021
Q1 		$61K Hold
268
– – 0.02% 198
2020
Q4 		$60K Hold
268
– – 0.02% 190
2020
Q3 		$55K Hold
268
– – 0.02% 180
2020
Q2 		$52K Buy
268
+50
+23% +$9.38K 0.02% 184
2020
Q1 		$36K Hold
218
– – 0.01% 203
2019
Q4 		$42K Buy
+218
New +$39.1K 0.01% 203

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Center for Financial Planning's VHT Position: Q3 2026 in Review

Center for Financial Planning held its Vanguard Health Care ETF (VHT) position steady in Q3 2026 at 2,919 shares worth $923K. The position accounts for 0.09% of the portfolio, ranked #79.

Center for Financial Planning first reported a position in VHT in Q4 2019 and has held it in 28 quarters since. 948 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Center for Financial Planning held 2,919 shares of Vanguard Health Care ETF worth $923K as of Q3 2026.
  • Center for Financial Planning left its Vanguard Health Care ETF share count unchanged in Q3 2026.
  • Vanguard Health Care ETF made up 0.09% of Center for Financial Planning's portfolio in Q3 2026, its #79 holding.
  • Center for Financial Planning first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 28 quarters since.
  • 948 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Center for Financial Planning's 13F filing for Q3 2026, filed 26 Oct 2026.