CRA Financial Services’s Vanguard Health Care ETF VHT Stock Holding History

CRA Financial Services’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	$925K	Sell	2,928 -8	-0.3%	-$2.51K	0.1%	136
2026 Q2	$878K	Buy	2,936 +9	+0.3%	+$2.5K	0.1%	145
2026 Q1	$797K	Sell	2,927 -5	-0.2%	-$1.43K	0.1%	141
2025 Q4	$844K	Sell	2,932 -221	-7%	-$61.7K	0.11%	131
2025 Q3	$818K	Sell	3,153 -464	-13%	-$116K	0.11%	130
2025 Q2	$898K	Sell	3,617 -225	-6%	-$55.6K	0.14%	119
2025 Q1	$1.02M	Sell	3,842 -116	-3%	-$30.9K	0.17%	105
2024 Q4	$1M	Sell	3,958 -460	-10%	-$124K	0.17%	104
2024 Q3	$1.25M	Sell	4,418 -489	-10%	-$136K	0.23%	86
2024 Q2	$1.31M	Buy	4,907 +10	+0.2%	+$2.62K	0.26%	69
2024 Q1	$1.32M	Sell	4,897 -61	-1%	-$16K	0.29%	65
2023 Q4	$1.24M	Sell	4,958 -62	-1%	-$14.7K	0.3%	63
2023 Q3	$1.18M	Buy	5,020 +10	+0.2%	+$2.44K	0.32%	59
2023 Q2	$1.23M	Sell	5,010 -83	-2%	-$20.2K	0.33%	55
2023 Q1	$1.21M	Hold	5,093	–	–	0.36%	54
2022 Q4	$1.26M	Sell	5,093 -1	-0%	-$242	0.41%	50
2022 Q3	$1.14M	Hold	5,094	–	–	0.41%	49
2022 Q2	$1.2M	Hold	5,094	–	–	0.41%	50
2022 Q1	$1.3M	Hold	5,094	–	–	0.39%	47
2021 Q4	$1.36M	Buy	5,094 +50	+1%	+$12.8K	0.4%	44
2021 Q3	$1.25M	Sell	5,044 -164	-3%	-$42.1K	0.42%	42
2021 Q2	$1.29M	Buy	5,208 +35	+0.7%	+$8.36K	0.45%	40
2021 Q1	$1.18M	Hold	5,173	–	–	0.46%	40
2020 Q4	$1.16M	Hold	5,173	–	–	0.49%	36
2020 Q3	$1.06M	Sell	5,173 -36	-0.7%	-$7.29K	0.5%	36
2020 Q2	$1M	Sell	5,209 -21	-0.4%	-$3.94K	0.53%	38
2020 Q1	$869K	Sell	5,230 -68	-1%	-$12.4K	0.56%	39
2019 Q4	$1.02M	Buy	5,298 +230	+5%	+$41.2K	0.55%	44
2019 Q3	$850K	Hold	5,068	–	–	0.51%	46
2019 Q2	$882K	Hold	5,068	–	–	0.53%	44
2019 Q1	$874K	Hold	5,068	–	–	0.57%	43
2018 Q4	$814K	Buy	+5,068	New	+$859K	0.59%	45

Other funds holding VHT

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

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 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

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CRA Financial Services's VHT Position: Q3 2026 in Review

CRA Financial Services reduced its Vanguard Health Care ETF (VHT) stake by 0.27% in Q3 2026, selling an estimated $2.51K and leaving 2,928 shares worth $925K. The position accounts for 0.1% of the portfolio, ranked #136.

CRA Financial Services first reported a position in VHT in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.36M in Q4 2021. 363 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

CRA Financial Services held 2,928 shares of Vanguard Health Care ETF worth $925K as of Q3 2026.
CRA Financial Services sold 8 Vanguard Health Care ETF shares in Q3 2026, an estimated $2.51K.
Vanguard Health Care ETF made up 0.1% of CRA Financial Services's portfolio in Q3 2026, its #136 holding.
CRA Financial Services first reported a position in Vanguard Health Care ETF in Q4 2018 and has held it in 32 quarters since.
CRA Financial Services's Vanguard Health Care ETF position peaked at $1.36M in Q4 2021.
363 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.