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Chesley Taft & Associates’s Vanguard Health Care ETF VHT Stock Holding History

Chesley Taft & Associates’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 		$357K Sell
1,195
-50
-4% -$13.9K 0.01% 309
2026
Q1 		$339K Buy
1,245
+208
+20% +$59.5K 0.01% 309
2025
Q4 		$299K Hold
1,037
– – 0.01% 326
2025
Q3 		$269K Hold
1,037
– – 0.01% 320
2025
Q2 		$258K Buy
+1,037
New +$256K 0.01% 315
2018
Q1 		– Sell
-1,776
Closed -$274K – 282
2017
Q4 		$274K Buy
+1,776
New +$273K 0.02% 260

Other funds holding VHT

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Chesley Taft & Associates's VHT Position: Q2 2026 in Review

Chesley Taft & Associates reduced its Vanguard Health Care ETF (VHT) stake by 4% in Q2 2026, selling an estimated $13.9K and leaving 1,195 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #309.

Chesley Taft & Associates first reported a position in VHT in Q4 2017 and has held it in 6 quarters since. 180 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Chesley Taft & Associates held 1,195 shares of Vanguard Health Care ETF worth $357K as of Q2 2026.
  • Chesley Taft & Associates sold 50 Vanguard Health Care ETF shares in Q2 2026, an estimated $13.9K.
  • Vanguard Health Care ETF made up 0.01% of Chesley Taft & Associates's portfolio in Q2 2026, its #309 holding.
  • Chesley Taft & Associates first reported a position in Vanguard Health Care ETF in Q4 2017 and has held it in 6 quarters since.
  • 180 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.