COMPASS FINANCIAL MANAGEMENT LLC’s Vanguard Health Care ETF VHT Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$58.2K	Buy	+195	New	+$54.2K	0.01%	661

Other funds holding VHT

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's VHT Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Vanguard Health Care ETF (VHT) in Q2 2026: 195 shares worth $58.2K. The stake represents 0.01% of the portfolio and ranks #661 among its holdings.

951 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 195 shares of Vanguard Health Care ETF worth $58.2K as of Q2 2026.
Vanguard Health Care ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Vanguard Health Care ETF made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #661 holding.
951 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.