Concurrent Investment Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Concurrent Investment Advisors’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	$4.13M	Sell	13,799 -157	-1%	-$43.6K	0.04%	489
2026 Q1	$3.8M	Sell	13,956 -1,825	-12%	-$522K	0.04%	421
2025 Q4	$4.54M	Sell	15,781 -633	-4%	-$177K	0.05%	354
2025 Q3	$4.26M	Sell	16,414 -1,054	-6%	-$264K	0.07%	270
2025 Q2	$4.34M	Sell	17,468 -1,699	-9%	-$420K	0.08%	249
2025 Q1	$5.07M	Buy	19,167 +6,012	+46%	+$1.6M	0.12%	183
2024 Q4	$3.34M	Sell	13,155 -769	-6%	-$207K	0.09%	222
2024 Q3	$3.93M	Sell	13,924 -191	-1%	-$53.1K	0.12%	183
2024 Q2	$3.75M	Sell	14,115 -993	-7%	-$260K	0.12%	172
2024 Q1	$4.09M	Sell	15,108 -1,076	-7%	-$283K	0.16%	140
2023 Q4	$4.06M	Buy	+16,184	New	+$3.83M	0.19%	129

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

Concurrent Investment Advisors's VHT Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Vanguard Health Care ETF (VHT) stake by 1.1% in Q2 2026, selling an estimated $43.6K and leaving 13,799 shares worth $4.13M. The position accounts for 0.04% of the portfolio, ranked #489.

Concurrent Investment Advisors first reported a position in VHT in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.07M in Q1 2025. 1,122 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Concurrent Investment Advisors held 13,799 shares of Vanguard Health Care ETF worth $4.13M as of Q2 2026.
Concurrent Investment Advisors sold 157 Vanguard Health Care ETF shares in Q2 2026, an estimated $43.6K.
Vanguard Health Care ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #489 holding.
Concurrent Investment Advisors first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's Vanguard Health Care ETF position peaked at $5.07M in Q1 2025.
1,122 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.