CGH
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CMG Global Holdings’s Vanguard Health Care ETF VHT Stock Holding History

CMG Global Holdings’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 		$420K Buy
1,404
+1
+0.1% +$278 0.18% 66
2026
Q1 		$382K Buy
1,403
+1
+0.1% +$286 0.18% 70
2025
Q4 		$405K Buy
1,402
+2
+0.1% +$559 0.18% 67
2025
Q3 		$373K Sell
1,400
-137
-9% -$34.4K 0.18% 69
2025
Q2 		$383K Buy
1,537
+1
+0.1% +$247 0.2% 66
2025
Q1 		$385K Sell
1,536
-32
-2% -$8.53K 0.25% 64
2024
Q4 		$412K Buy
1,568
+4
+0.3% +$1.08K 0.23% 65
2024
Q3 		$441K Hold
1,564
– – 0.25% 65
2024
Q2 		$416K Sell
1,564
-3
-0.2% -$786 0.28% 60
2024
Q1 		$424K Buy
1,567
+2
+0.1% +$525 0.29% 62
2023
Q4 		$416K Sell
1,565
-21
-1% -$4.97K 0.3% 64
2023
Q3 		$373K Buy
1,586
+1
+0.1% +$244 0.32% 61
2023
Q2 		$388K Hold
1,585
– – 0.32% 64
2023
Q1 		$378K Hold
1,585
– – 0.34% 63
2022
Q4 		$393K Buy
1,585
+2
+0.1% +$485 0.37% 57
2022
Q3 		$354K Hold
1,583
– – 0.38% 60
2022
Q2 		$373K Hold
1,583
– – 0.39% 63
2022
Q1 		$403K Sell
1,583
-441
-22% -$109K 0.33% 60
2021
Q4 		$539K Buy
2,024
+1
+0% +$255 0.35% 56
2021
Q3 		$500K Hold
2,023
– – 0.37% 54
2021
Q2 		$500K Buy
2,023
+207
+11% +$49.5K 0.38% 54
2021
Q1 		$415K Buy
+1,816
New +$417K 0.36% 57

Other funds holding VHT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WAG
Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CMG Global Holdings's VHT Position: Q2 2026 in Review

CMG Global Holdings increased its Vanguard Health Care ETF (VHT) stake by 0.07% in Q2 2026, buying an estimated $278 and bringing the position to 1,404 shares worth $420K. The position accounts for 0.18% of the portfolio, ranked #66.

CMG Global Holdings first reported a position in VHT in Q1 2021 and has held it in 22 quarters since. The position peaked at $539K in Q4 2021. 539 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • CMG Global Holdings held 1,404 shares of Vanguard Health Care ETF worth $420K as of Q2 2026.
  • CMG Global Holdings bought 1 Vanguard Health Care ETF share in Q2 2026, an estimated $278.
  • Vanguard Health Care ETF made up 0.18% of CMG Global Holdings's portfolio in Q2 2026, its #66 holding.
  • CMG Global Holdings first reported a position in Vanguard Health Care ETF in Q1 2021 and has held it in 22 quarters since.
  • CMG Global Holdings's Vanguard Health Care ETF position peaked at $539K in Q4 2021.
  • 539 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on CMG Global Holdings's 13F filing for Q2 2026, filed 28 Jul 2026.