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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
Q3 		$1.32M Sell
4,173
-97
-2% -$30.4K 0.04% 309
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

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CX Institutional's VHT Position: Q3 2026 in Review

CX Institutional reduced its Vanguard Health Care ETF (VHT) stake by 2.3% in Q3 2026, selling an estimated $30.4K and leaving 4,173 shares worth $1.32M. The position accounts for 0.04% of the portfolio, ranked #309.

CX Institutional first reported a position in VHT in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.2M in Q3 2023. 40 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • CX Institutional held 4,173 shares of Vanguard Health Care ETF worth $1.32M as of Q3 2026.
  • CX Institutional sold 97 Vanguard Health Care ETF shares in Q3 2026, an estimated $30.4K.
  • Vanguard Health Care ETF made up 0.04% of CX Institutional's portfolio in Q3 2026, its #309 holding.
  • CX Institutional first reported a position in Vanguard Health Care ETF in Q1 2021 and has held it in 22 quarters since.
  • CX Institutional's Vanguard Health Care ETF position peaked at $3.2M in Q3 2023.
  • 40 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.