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

Comprehensive Financial Planning’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	$233K	Sell	781 -642	-45%	-$178K	0.12%	115
2026 Q1	$388K	Buy	1,423 +5	+0.4%	+$1.43K	0.27%	78
2025 Q4	$408K	Buy	1,418 +7	+0.5%	+$1.96K	0.27%	80
2025 Q3	$366K	Buy	1,411 +5	+0.4%	+$1.25K	0.25%	78
2025 Q2	$349K	Buy	1,406 +5	+0.4%	+$1.24K	0.27%	79
2025 Q1	$371K	Sell	1,401 -62	-4%	-$16.5K	0.36%	59
2024 Q4	$371K	Buy	+1,463	New	+$394K	0.31%	62

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 22.9% 1-Year Est. Return

Comprehensive Financial Planning's VHT Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its Vanguard Health Care ETF (VHT) stake by 45% in Q2 2026, selling an estimated $178K and leaving 781 shares worth $233K. The position accounts for 0.12% of the portfolio, ranked #115.

Comprehensive Financial Planning first reported a position in VHT in Q4 2024 and has held it in 7 quarters since. The position peaked at $408K in Q4 2025. 1,122 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Comprehensive Financial Planning held 781 shares of Vanguard Health Care ETF worth $233K as of Q2 2026.
Comprehensive Financial Planning sold 642 Vanguard Health Care ETF shares in Q2 2026, an estimated $178K.
Vanguard Health Care ETF made up 0.12% of Comprehensive Financial Planning's portfolio in Q2 2026, its #115 holding.
Comprehensive Financial Planning first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's Vanguard Health Care ETF position peaked at $408K in Q4 2025.
1,122 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.