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Certified Advisory Corp’s Vanguard Health Care ETF VHT Stock Holding History

Certified Advisory Corp’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 		$773K Buy
2,587
+119
+5% +$33.1K 0.06% 190
2026
Q1 		$672K Buy
2,468
+1
+0% +$286 0.06% 192
2025
Q4 		$710K Buy
2,467
+4
+0.2% +$1.12K 0.06% 182
2025
Q3 		$639K Buy
2,463
+42
+2% +$10.5K 0.06% 188
2025
Q2 		$601K Buy
2,421
+2
+0.1% +$494 0.06% 183
2025
Q1 		$640K Sell
2,419
-4
-0.2% -$1.07K 0.07% 171
2024
Q4 		$615K Buy
2,423
+5
+0.2% +$1.35K 0.07% 176
2024
Q3 		$682K Sell
2,418
-106
-4% -$29.4K 0.08% 171
2024
Q2 		$671K Buy
2,524
+2
+0.1% +$524 0.08% 162
2024
Q1 		$682K Buy
2,522
+2
+0.1% +$525 0.1% 156
2023
Q4 		$632K Buy
2,520
+5
+0.2% +$1.18K 0.1% 159
2023
Q3 		$591K Buy
2,515
+2
+0.1% +$488 0.11% 146
2023
Q2 		$615K Buy
2,513
+100
+4% +$24.3K 0.11% 142
2023
Q1 		$575K Buy
2,413
+3
+0.1% +$722 0.1% 157
2022
Q4 		$598K Buy
2,410
+5
+0.2% +$1.21K 0.12% 147
2022
Q3 		$538K Sell
2,405
-22
-0.9% -$5.25K 0.12% 145
2022
Q2 		$572K Sell
2,427
-254
-9% -$61.2K 0.13% 143
2022
Q1 		$682K Sell
2,681
-39
-1% -$9.64K 0.14% 136
2021
Q4 		$725K Buy
2,720
+6
+0.2% +$1.53K 0.16% 131
2021
Q3 		$671K Buy
2,714
+45
+2% +$11.5K 0.16% 135
2021
Q2 		$660K Sell
2,669
-17
-0.6% -$4.06K 0.17% 134
2021
Q1 		$615K Buy
+2,686
New +$616K 0.16% 125
2020
Q2 		$125K Buy
649
+1
+0.2% +$188 0.04% 209
2020
Q1 		$108K Buy
648
+1
+0.2% +$183 0.04% 206
2019
Q4 		$124K Buy
647
+3
+0.5% +$538 0.04% 219
2019
Q3 		$108K Hold
644
– – 0.04% 232
2019
Q2 		$112K Buy
644
+2
+0.3% +$338 0.04% 222
2019
Q1 		$111K Buy
642
+92
+17% +$15.6K 0.05% 206
2018
Q4 		$88K Buy
550
+37
+7% +$6.27K 0.05% 210
2018
Q3 		$93K Buy
513
+1
+0.2% +$172 0.04% 213
2018
Q2 		$82K Buy
512
+301
+143% +$47.4K 0.05% 217
2018
Q1 		$32K Hold
211
– – 0.02% 336
2017
Q4 		$32K Buy
+211
New +$32.4K 0.02% 292

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
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 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
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Certified Advisory Corp's VHT Position: Q2 2026 in Review

Certified Advisory Corp increased its Vanguard Health Care ETF (VHT) stake by 4.8% in Q2 2026, buying an estimated $33.1K and bringing the position to 2,587 shares worth $773K. The position accounts for 0.06% of the portfolio, ranked #190.

Certified Advisory Corp first reported a position in VHT in Q4 2017 and has held it in 33 quarters since. 223 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Certified Advisory Corp held 2,587 shares of Vanguard Health Care ETF worth $773K as of Q2 2026.
  • Certified Advisory Corp bought 119 Vanguard Health Care ETF shares in Q2 2026, an estimated $33.1K.
  • Vanguard Health Care ETF made up 0.06% of Certified Advisory Corp's portfolio in Q2 2026, its #190 holding.
  • Certified Advisory Corp first reported a position in Vanguard Health Care ETF in Q4 2017 and has held it in 33 quarters since.
  • 223 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.