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Curran Financial Partners’s Vanguard Health Care ETF VHT Stock Holding History

Curran Financial Partners’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 		$5.41M Buy
18,101
+16,109
+809% +$4.48M 0.81% 29
2026
Q1 		$542K Sell
1,992
-15,796
-89% -$4.52M 0.1% 84
2025
Q4 		$5.12M Sell
17,788
-986
-5% -$275K 0.97% 28
2025
Q3 		$4.87M Buy
18,774
+16,791
+847% +$4.21M 0.96% 29
2025
Q2 		$492K Sell
1,983
-17,747
-90% -$4.39M 0.11% 83
2025
Q1 		$5.22M Buy
19,730
+17,619
+835% +$4.69M 1.28% 26
2024
Q4 		$535K Sell
2,111
-19,637
-90% -$5.29M 0.14% 63
2024
Q3 		$6.14M Sell
21,748
-110
-0.5% -$30.6K 1.74% 17
2024
Q2 		$5.81M Buy
21,858
+764
+4% +$200K 1.94% 13
2024
Q1 		$5.71M Sell
21,094
-2,097
-9% -$551K 1.98% 14
2023
Q4 		$5.89M Sell
23,191
-1,286
-5% -$305K 2.26% 12
2023
Q3 		$5.75M Sell
24,477
-576
-2% -$140K 2.51% 11
2023
Q2 		$6.13M Buy
25,053
+22,235
+789% +$5.41M 2.67% 8
2023
Q1 		$672K Sell
2,818
-28,438
-91% -$6.84M 0.32% 44
2022
Q4 		$7.75M Buy
31,256
+28,311
+961% +$6.86M 3.74% 8
2022
Q3 		$659K Sell
2,945
-1,111
-27% -$265K 0.33% 37
2022
Q2 		$955K Sell
4,056
-47,138
-92% -$11.4M 0.45% 35
2022
Q1 		$13M Buy
51,194
+33
+0.1% +$8.15K 5.35% 2
2021
Q4 		$13.6M Buy
51,161
+749
+1% +$191K 5.78% 6
2021
Q3 		$12.4M Buy
50,412
+3,726
+8% +$956K 6.35% 4
2021
Q2 		$11.5M Buy
46,686
+38,717
+486% +$9.25M 6.34% 3
2021
Q1 		$1.82M Sell
7,969
-26,241
-77% -$6.02M 1.31% 21
2020
Q4 		$7.65M Buy
+34,210
New +$7.31M 6.56% 3

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

Curran Financial Partners's VHT Position: Q2 2026 in Review

Curran Financial Partners increased its Vanguard Health Care ETF (VHT) stake by 809% in Q2 2026, buying an estimated $4.48M and bringing the position to 18,101 shares worth $5.41M. The position accounts for 0.81% of the portfolio, ranked #29.

Curran Financial Partners first reported a position in VHT in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.6M in Q4 2021. 1,113 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Curran Financial Partners held 18,101 shares of Vanguard Health Care ETF worth $5.41M as of Q2 2026.
  • Curran Financial Partners bought 16,109 Vanguard Health Care ETF shares in Q2 2026, an estimated $4.48M.
  • Vanguard Health Care ETF made up 0.81% of Curran Financial Partners's portfolio in Q2 2026, its #29 holding.
  • Curran Financial Partners first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 23 quarters since.
  • Curran Financial Partners's Vanguard Health Care ETF position peaked at $13.6M in Q4 2021.
  • 1,113 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.