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Conservest Capital Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Conservest Capital 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 		$953K Buy
3,188
+82
+3% +$22.8K 0.08% 67
2026
Q1 		$846K Buy
3,106
+236
+8% +$67.5K 0.08% 68
2025
Q4 		$826K Buy
2,870
+36
+1% +$10.1K 0.07% 68
2025
Q3 		$736K Sell
2,834
-160
-5% -$40.1K 0.07% 65
2025
Q2 		$743K Sell
2,994
-335
-10% -$82.8K 0.07% 62
2025
Q1 		$881K Buy
3,329
+26
+0.8% +$6.93K 0.09% 53
2024
Q4 		$838K Sell
3,303
-20
-0.6% -$5.39K 0.09% 54
2024
Q3 		$899K Hold
3,323
– – 0.09% 49
2024
Q2 		$899K Hold
3,323
– – 0.1% 49
2024
Q1 		$899K Buy
3,323
+6
+0.2% +$1.58K 0.09% 49
2023
Q4 		$832K Buy
3,317
+14
+0.4% +$3.32K 0.09% 52
2023
Q3 		$777K Buy
3,303
+7
+0.2% +$1.71K 0.09% 50
2023
Q2 		$807K Buy
3,296
+512
+18% +$125K 0.09% 49
2023
Q1 		$664K Buy
2,784
+4
+0.1% +$963 0.08% 52
2022
Q4 		$689K Buy
+2,780
New +$674K 0.09% 46
2022
Q3 		– Sell
-1,379
Closed -$329K – 66
2022
Q2 		$325K Buy
1,379
+368
+36% +$88.7K 0.04% 69
2022
Q1 		$257K Hold
1,011
– – 0.03% 74
2021
Q4 		$269K Hold
1,011
– – 0.03% 79
2021
Q3 		$250K Hold
1,011
– – 0.03% 73
2021
Q2 		$250K Hold
1,011
– – 0.03% 74
2021
Q1 		$231K Hold
1,011
– – 0.03% 73
2020
Q4 		$226K Hold
1,011
– – 0.03% 72
2020
Q3 		$206K Buy
+1,011
New +$205K 0.03% 72
2018
Q2 		– Sell
-1,395
Closed -$214K – 88
2018
Q1 		$214K Hold
1,395
– – 0.05% 72
2017
Q4 		$215K Hold
1,395
– – 0.04% 76
2017
Q3 		$212K Sell
1,395
-446
-24% -$66.6K 0.03% 97
2017
Q2 		$271K Buy
+1,841
New +$260K 0.06% 63

Other funds holding VHT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WAG
Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Conservest Capital Advisors's VHT Position: Q2 2026 in Review

Conservest Capital Advisors increased its Vanguard Health Care ETF (VHT) stake by 2.6% in Q2 2026, buying an estimated $22.8K and bringing the position to 3,188 shares worth $953K. The position accounts for 0.08% of the portfolio, ranked #67.

Conservest Capital Advisors first reported a position in VHT in Q2 2017 and has held it in 27 quarters since. 539 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Conservest Capital Advisors held 3,188 shares of Vanguard Health Care ETF worth $953K as of Q2 2026.
  • Conservest Capital Advisors bought 82 Vanguard Health Care ETF shares in Q2 2026, an estimated $22.8K.
  • Vanguard Health Care ETF made up 0.08% of Conservest Capital Advisors's portfolio in Q2 2026, its #67 holding.
  • Conservest Capital Advisors first reported a position in Vanguard Health Care ETF in Q2 2017 and has held it in 27 quarters since.
  • 539 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.