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Csenge Advisory Group’s Vanguard Health Care ETF VHT Stock Holding History

Csenge Advisory Group’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 		$331K Sell
1,106
-102
-8% -$28.4K 0.01% 573
2026
Q1 		$329K Sell
1,208
-34
-3% -$9.72K 0.02% 534
2025
Q4 		$358K Sell
1,242
-1,518
-55% -$424K 0.02% 516
2025
Q3 		$716K Buy
2,760
+1,335
+94% +$335K 0.03% 363
2025
Q2 		$347K Buy
1,425
+47
+3% +$11.6K 0.02% 516
2025
Q1 		$339K Sell
1,378
-21
-2% -$5.59K 0.02% 497
2024
Q4 		$355K Sell
1,399
-2,871
-67% -$774K 0.02% 512
2024
Q3 		$1.2M Sell
4,270
-134
-3% -$37.2K 0.06% 225
2024
Q2 		$1.17M Sell
4,404
-67
-1% -$17.6K 0.07% 219
2024
Q1 		$1.21M Buy
4,471
+377
+9% +$99K 0.07% 225
2023
Q4 		$1.03M Buy
4,094
+157
+4% +$37.2K 0.06% 233
2023
Q3 		$926K Sell
3,937
-142
-3% -$34.6K 0.06% 222
2023
Q2 		$999K Buy
+4,079
New +$992K 0.07% 214
2023
Q1 		– Sell
-1,725
Closed -$428K – 647
2022
Q4 		$428K Buy
+1,725
New +$418K 0.03% 383
2020
Q2 		– Sell
-4,857
Closed -$807K – 420
2020
Q1 		$807K Buy
4,857
+875
+22% +$160K 0.21% 103
2019
Q4 		$764K Buy
+3,982
New +$714K 0.19% 106
2019
Q1 		– Sell
-3,931
Closed -$631K – 214
2018
Q4 		$631K Sell
3,931
-4,239
-52% -$718K 0.23% 83
2018
Q3 		$1.38M Buy
+8,170
New +$1.4M 0.53% 39
2017
Q4 		– Sell
-5,007
Closed -$762K – 286
2017
Q3 		$762K Buy
+5,007
New +$747K 0.3% 82

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Csenge Advisory Group's VHT Position: Q2 2026 in Review

Csenge Advisory Group reduced its Vanguard Health Care ETF (VHT) stake by 8.4% in Q2 2026, selling an estimated $28.4K and leaving 1,106 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #573.

Csenge Advisory Group first reported a position in VHT in Q3 2017 and has held it in 19 quarters since. The position peaked at $1.38M in Q3 2018. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Csenge Advisory Group held 1,106 shares of Vanguard Health Care ETF worth $331K as of Q2 2026.
  • Csenge Advisory Group sold 102 Vanguard Health Care ETF shares in Q2 2026, an estimated $28.4K.
  • Vanguard Health Care ETF made up 0.01% of Csenge Advisory Group's portfolio in Q2 2026, its #573 holding.
  • Csenge Advisory Group first reported a position in Vanguard Health Care ETF in Q3 2017 and has held it in 19 quarters since.
  • Csenge Advisory Group's Vanguard Health Care ETF position peaked at $1.38M in Q3 2018.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.