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Comprehensive Financial Consultants Institutional’s Vanguard Health Care ETF VHT Stock Holding History

Comprehensive Financial Consultants Institutional’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 		– Sell
-759
Closed -$207K – 214
2026
Q1 		$207K Sell
759
-3
-0.4% -$858 0.06% 188
2025
Q4 		$219K Sell
762
-143
-16% -$40K 0.07% 184
2025
Q3 		$235K Buy
+905
New +$227K 0.07% 174
2024
Q1 		– Sell
-1,279
Closed -$321K – 168
2023
Q4 		$321K Sell
1,279
-328
-20% -$77.7K 0.15% 133
2023
Q3 		$378K Hold
1,607
– – 0.2% 117
2023
Q2 		$390K Sell
1,607
-61
-4% -$14.8K 0.21% 116
2023
Q1 		$398K Buy
1,668
+541
+48% +$130K 0.22% 111
2022
Q4 		$279K Sell
1,127
-8
-0.7% -$1.94K 0.17% 131
2022
Q3 		$262K Hold
1,135
– – 0.17% 131
2022
Q2 		$269K Sell
1,135
-31
-3% -$7.47K 0.19% 129
2022
Q1 		$277K Buy
+1,166
New +$288K 0.19% 133

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

Comprehensive Financial Consultants Institutional's VHT Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional sold out of Vanguard Health Care ETF (VHT) in Q2 2026, closing a stake of 759 shares — an estimated $207K sold.

Comprehensive Financial Consultants Institutional first reported a position in VHT in Q1 2022 and held it in 11 quarters. The position peaked at $398K in Q1 2023. 180 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Comprehensive Financial Consultants Institutional reported no remaining Vanguard Health Care ETF position as of Q2 2026 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 759 Vanguard Health Care ETF shares in Q2 2026, an estimated $207K.
  • Comprehensive Financial Consultants Institutional first reported a position in Vanguard Health Care ETF in Q1 2022 and held it in 11 quarters.
  • Comprehensive Financial Consultants Institutional's Vanguard Health Care ETF position peaked at $398K in Q1 2023.
  • 180 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.