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CX Institutional’s Vanguard Health Care ETF VHT Stock Holding History

CX Institutional’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 		$1.28M Sell
4,270
-295
-6% -$82K 0.04% 300
2026
Q1 		$1.24M Buy
4,565
+80
+2% +$22.9K 0.04% 305
2025
Q4 		$1.29M Sell
4,485
-119
-3% -$33.2K 0.04% 253
2025
Q3 		$1.2M Buy
4,604
+805
+21% +$202K 0.04% 272
2025
Q2 		$943K Sell
3,799
-5,153
-58% -$1.27M 0.03% 273
2025
Q1 		$2.37M Buy
8,952
+1,856
+26% +$494K 0.09% 182
2024
Q4 		$1.8M Buy
7,096
+4,487
+172% +$1.21M 0.07% 184
2024
Q3 		$736K Sell
2,609
-4,022
-61% -$1.12M 0.03% 323
2024
Q2 		$1.76M Buy
6,631
+2,557
+63% +$670K 0.08% 202
2024
Q1 		$1.1M Buy
4,074
+771
+23% +$203K 0.05% 269
2023
Q4 		$828K Sell
3,303
-10,324
-76% -$2.45M 0.04% 279
2023
Q3 		$3.2M Buy
13,627
+4,884
+56% +$1.19M 0.18% 151
2023
Q2 		$2.14M Buy
8,743
+5,493
+169% +$1.34M 0.11% 207
2023
Q1 		$777K Buy
3,250
+1,040
+47% +$250K 0.04% 311
2022
Q4 		$548K Sell
2,210
-3,260
-60% -$790K 0.03% 360
2022
Q3 		$1.22M Sell
5,470
-2,600
-32% -$621K 0.09% 231
2022
Q2 		$1.9M Buy
8,070
+815
+11% +$196K 0.14% 176
2022
Q1 		$1.85M Buy
+7,255
New +$1.79M 0.15% 165
2021
Q4 		– Sell
-6
Closed -$1K – 873
2021
Q3 		$1K Buy
6
+1
+20% +$257 ﹤0.01% 955
2021
Q2 		$1K Sell
5
-104
-95% -$24.9K ﹤0.01% 949
2021
Q1 		$25K Buy
+109
New +$25K ﹤0.01% 631

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

CX Institutional's VHT Position: Q2 2026 in Review

CX Institutional reduced its Vanguard Health Care ETF (VHT) stake by 6.5% in Q2 2026, selling an estimated $82K and leaving 4,270 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #300.

CX Institutional first reported a position in VHT in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.2M in Q3 2023. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • CX Institutional held 4,270 shares of Vanguard Health Care ETF worth $1.28M as of Q2 2026.
  • CX Institutional sold 295 Vanguard Health Care ETF shares in Q2 2026, an estimated $82K.
  • Vanguard Health Care ETF made up 0.04% of CX Institutional's portfolio in Q2 2026, its #300 holding.
  • CX Institutional first reported a position in Vanguard Health Care ETF in Q1 2021 and has held it in 21 quarters since.
  • CX Institutional's Vanguard Health Care ETF position peaked at $3.2M in Q3 2023.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.