Compass Financial Management’s Vanguard Health Care ETF VHT Stock Holding History

Compass Financial 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 Q2	$58.2K	Buy	+195	New	+$54.2K	0.01%	661

Other funds holding VHT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Compass Financial Management's VHT Position: Q2 2026 in Review

Compass Financial Management 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.

1,072 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Compass Financial Management 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 position in Q2 2026.
Vanguard Health Care ETF made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #661 holding.
1,072 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.