Connecticut Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Connecticut Wealth 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 Q3	$807K	Sell	2,552 -65	-2%	-$20.4K	0.03%	180
2026 Q2	$783K	Sell	2,617 -119	-4%	-$33.1K	0.03%	192
2026 Q1	$745K	Sell	2,736 -82	-3%	-$23.4K	0.03%	185
2025 Q4	$811K	Sell	2,818 -261	-8%	-$72.9K	0.04%	178
2025 Q3	$799K	Buy	3,079 +2,041	+197%	+$512K	0.04%	174
2025 Q2	$258K	Buy	+1,038	New	+$257K	0.01%	277

Other funds holding VHT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM 24.08% 1-Year Est. Return

Connecticut Wealth Management's VHT Position: Q3 2026 in Review

Connecticut Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 2.5% in Q3 2026, selling an estimated $20.4K and leaving 2,552 shares worth $807K. The position accounts for 0.03% of the portfolio, ranked #180.

Connecticut Wealth Management first reported a position in VHT in Q2 2025 and has held it in 6 quarters since. The position peaked at $811K in Q4 2025. 698 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Connecticut Wealth Management held 2,552 shares of Vanguard Health Care ETF worth $807K as of Q3 2026.
Connecticut Wealth Management sold 65 Vanguard Health Care ETF shares in Q3 2026, an estimated $20.4K.
Vanguard Health Care ETF made up 0.03% of Connecticut Wealth Management's portfolio in Q3 2026, its #180 holding.
Connecticut Wealth Management first reported a position in Vanguard Health Care ETF in Q2 2025 and has held it in 6 quarters since.
Connecticut Wealth Management's Vanguard Health Care ETF position peaked at $811K in Q4 2025.
698 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Connecticut Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.