Clean Yield Group’s Vanguard Health Care ETF VHT Stock Holding History

Clean Yield Group’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	$94.8K	Hold	300	–	–	0.02%	203
2026 Q2	$89.7K	Hold	300	–	–	0.02%	206
2026 Q1	$81.7K	Hold	300	–	–	0.02%	195
2025 Q4	$86.4K	Hold	300	–	–	0.02%	187
2025 Q3	$77.9K	Hold	300	–	–	0.02%	196
2025 Q2	$74.5K	Hold	300	–	–	0.02%	200
2025 Q1	$79.4K	Hold	300	–	–	0.03%	193
2024 Q4	$76.1K	Hold	300	–	–	0.02%	198
2024 Q3	$84.7K	Hold	300	–	–	0.03%	191
2024 Q2	$79.8K	Hold	300	–	–	0.03%	188
2024 Q1	$81.2K	Hold	300	–	–	0.03%	191
2023 Q4	$75.2K	Hold	300	–	–	0.03%	197
2023 Q3	$71.2K	Hold	300	–	–	0.03%	198
2023 Q2	$73.4K	Hold	300	–	–	0.03%	205
2023 Q1	$71.5K	Hold	300	–	–	0.03%	207
2022 Q4	$74.4K	Hold	300	–	–	0.03%	202
2022 Q3	$67K	Hold	300	–	–	0.03%	204
2022 Q2	$71K	Hold	300	–	–	0.03%	208
2022 Q1	$76K	Hold	300	–	–	0.03%	222
2021 Q4	$80K	Hold	300	–	–	0.03%	229
2021 Q3	$74K	Hold	300	–	–	0.02%	234
2021 Q2	$74K	Buy	+300	New	+$71.7K	0.03%	227
2021 Q1	–	Sell	-300	Closed	-$67K	–	367
2020 Q4	$67K	Hold	300	–	–	0.02%	226
2020 Q3	$61K	Hold	300	–	–	0.02%	211
2020 Q2	$58K	Hold	300	–	–	0.03%	206
2020 Q1	$50K	Buy	+300	New	+$54.8K	0.02%	200

Other funds holding VHT

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Clean Yield Group's VHT Position: Q3 2026 in Review

Clean Yield Group held its Vanguard Health Care ETF (VHT) position steady in Q3 2026 at 300 shares worth $94.8K. The position accounts for 0.02% of the portfolio, ranked #203.

Clean Yield Group first reported a position in VHT in Q1 2020 and has held it in 26 quarters since. 509 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Clean Yield Group held 300 shares of Vanguard Health Care ETF worth $94.8K as of Q3 2026.
Clean Yield Group left its Vanguard Health Care ETF share count unchanged in Q3 2026.
Vanguard Health Care ETF made up 0.02% of Clean Yield Group's portfolio in Q3 2026, its #203 holding.
Clean Yield Group first reported a position in Vanguard Health Care ETF in Q1 2020 and has held it in 26 quarters since.
509 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.