Cornerstone Advisory’s Vanguard Health Care ETF VHT Stock Holding History

Cornerstone Advisory’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 Q1	$5.73M	Sell	21,025 -86	-0.4%	-$24.6K	0.54%	39
2025 Q4	$6.08M	Sell	21,111 -1,192	-5%	-$333K	0.58%	39
2025 Q3	$5.79M	Sell	22,303 -3,517	-14%	-$882K	0.57%	39
2025 Q2	$6.41M	Sell	25,820 -338	-1%	-$83.5K	0.69%	34
2025 Q1	$6.42M	Sell	26,158 -3,010	-10%	-$802K	0.75%	33
2024 Q4	$7.78M	Sell	29,168 -1,132	-4%	-$305K	0.88%	26
2024 Q3	$8.55M	Sell	30,300 -342	-1%	-$95K	1.13%	22
2024 Q2	$8.15M	Sell	30,642 -245	-0.8%	-$64.2K	1.15%	23
2024 Q1	$8.36M	Sell	30,887 -615	-2%	-$162K	1.19%	23
2023 Q4	$7.9M	Sell	31,502 -2,765	-8%	-$655K	1.23%	21
2023 Q3	$8.06M	Sell	34,267 -1,023	-3%	-$249K	1.41%	17
2023 Q2	$8.64M	Sell	35,290 -1,075	-3%	-$262K	1.52%	16
2023 Q1	$8.67M	Buy	36,365 +612	+2%	+$147K	1.56%	16
2022 Q4	$8.87M	Buy	35,753 +416	+1%	+$101K	1.75%	12
2022 Q3	$7.91M	Sell	35,337 -1,342	-4%	-$320K	1.77%	13
2022 Q2	$8.64M	Sell	36,679 -5,314	-13%	-$1.28M	1.98%	12
2022 Q1	$10.7M	Buy	41,993 +1,086	+3%	+$268K	1.63%	14
2021 Q4	$10.9M	Buy	40,907 +5,283	+15%	+$1.35M	1.57%	15
2021 Q3	$8.8M	Buy	35,624 +5,043	+16%	+$1.29M	1.46%	15
2021 Q2	$7.56M	Sell	30,581 -3	-0%	-$717	1.27%	17
2021 Q1	$7M	Sell	30,584 -390	-1%	-$89.4K	1.32%	18
2020 Q4	$6.93M	Buy	30,974 +1,832	+6%	+$392K	1.4%	16
2020 Q3	$5.95M	Buy	29,142 +188	+0.6%	+$38K	1.39%	19
2020 Q2	$5.58M	Sell	28,954 -1,400	-5%	-$263K	1.46%	17
2020 Q1	$5.04M	Buy	30,354 +2,864	+10%	+$523K	1.53%	18
2019 Q4	$5.27M	Sell	27,490 -1,468	-5%	-$263K	1.09%	26
2019 Q3	$4.86M	Sell	28,958 -447	-2%	-$76.5K	1.05%	28
2019 Q2	$5.12M	Buy	29,405 +533	+2%	+$90K	1.11%	26
2019 Q1	$4.98M	Sell	28,872 -1,987	-6%	-$337K	1.1%	29
2018 Q4	$4.96M	Buy	30,859 +9,003	+41%	+$1.53M	1.3%	22
2018 Q3	$3.94M	Buy	21,856 +62	+0.3%	+$10.7K	1.17%	28
2018 Q2	$3.47M	Sell	21,794 -1,051	-5%	-$165K	1.14%	27
2018 Q1	$3.51M	Sell	22,845 -6,747	-23%	-$1.08M	1.26%	23
2017 Q4	$4.56M	Buy	29,592 +1,825	+7%	+$280K	1.56%	19
2017 Q3	$4.23M	Buy	27,767 +2,027	+8%	+$302K	1.43%	19
2017 Q2	$3.79M	Buy	25,740 +14,982	+139%	+$2.12M	1.27%	20
2017 Q1	$1.48M	Buy	10,758 +1,284	+14%	+$173K	0.75%	27
2016 Q4	$1.2M	Buy	9,474 +5,975	+171%	+$763K	0.9%	22
2016 Q3	$465K	Sell	3,499 -130	-4%	-$17.5K	0.38%	42
2016 Q2	$473K	Buy	3,629 +9	+0.2%	+$1.16K	0.4%	41
2016 Q1	$446K	Buy	3,620 +44	+1%	+$5.35K	0.38%	40
2015 Q4	$475K	Buy	+3,576	New	+$466K	0.41%	38

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cornerstone Advisory's VHT Position: Q1 2026 in Review

Cornerstone Advisory reduced its Vanguard Health Care ETF (VHT) stake by 0.41% in Q1 2026, selling an estimated $24.6K and leaving 21,025 shares worth $5.73M. The position accounts for 0.54% of the portfolio, ranked #39.

Cornerstone Advisory first reported a position in VHT in Q4 2015 and has held it in 42 quarters since. The position peaked at $10.9M in Q4 2021. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Cornerstone Advisory held 21,025 shares of Vanguard Health Care ETF worth $5.73M as of Q1 2026.
Cornerstone Advisory sold 86 Vanguard Health Care ETF shares in Q1 2026, an estimated $24.6K.
Vanguard Health Care ETF made up 0.54% of Cornerstone Advisory's portfolio in Q1 2026, its #39 holding.
Cornerstone Advisory first reported a position in Vanguard Health Care ETF in Q4 2015 and has held it in 42 quarters since.
Cornerstone Advisory's Vanguard Health Care ETF position peaked at $10.9M in Q4 2021.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Cornerstone Advisory's 13F filing for Q1 2026, filed 4 May 2026.