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CFO Capital Management’s Vanguard Health Care ETF VHT Stock Holding History

CFO Capital Management’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
Q1 		$892K Buy
3,301
+186
+6% +$53.2K 0.73% 38
2025
Q4 		$897K Buy
+3,115
New +$870K 0.67% 42

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CFO Capital Management's VHT Position: Q1 2026 in Review

CFO Capital Management increased its Vanguard Health Care ETF (VHT) stake by 6% in Q1 2026, buying an estimated $53.2K and bringing the position to 3,301 shares worth $892K. The position accounts for 0.73% of the portfolio, ranked #38.

CFO Capital Management first reported a position in VHT in Q4 2025 and has held it in 2 quarters since. The position peaked at $897K in Q4 2025. 1,090 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • CFO Capital Management held 3,301 shares of Vanguard Health Care ETF worth $892K as of Q1 2026.
  • CFO Capital Management bought 186 Vanguard Health Care ETF shares in Q1 2026, an estimated $53.2K.
  • Vanguard Health Care ETF made up 0.73% of CFO Capital Management's portfolio in Q1 2026, its #38 holding.
  • CFO Capital Management first reported a position in Vanguard Health Care ETF in Q4 2025 and has held it in 2 quarters since.
  • CFO Capital Management's Vanguard Health Care ETF position peaked at $897K in Q4 2025.
  • 1,090 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.