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Embree Financial Group’s Vanguard Health Care ETF VHT Stock Holding History

Embree Financial 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 		$1M Sell
3,352
-1,796
-35% -$499K 0.1% 125
2026
Q1 		$1.4M Buy
5,148
+133
+3% +$38K 0.17% 97
2025
Q4 		$1.44M Sell
5,015
-449
-8% -$125K 0.18% 91
2025
Q3 		$1.42M Sell
5,464
-422
-7% -$106K 0.19% 87
2025
Q2 		$1.46M Sell
5,886
-849
-13% -$210K 0.22% 84
2025
Q1 		$1.78M Sell
6,735
-199
-3% -$53K 0.3% 70
2024
Q4 		$1.76M Sell
6,934
-234
-3% -$63K 0.3% 62
2024
Q3 		$2.02M Buy
7,168
+397
+6% +$110K 0.36% 55
2024
Q2 		$1.8M Buy
6,771
+450
+7% +$118K 0.35% 58
2024
Q1 		$1.71M Sell
6,321
-270
-4% -$70.9K 0.34% 60
2023
Q4 		$1.65M Buy
+6,591
New +$1.56M 0.35% 62

Other funds holding VHT

AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Embree Financial Group's VHT Position: Q2 2026 in Review

Embree Financial Group reduced its Vanguard Health Care ETF (VHT) stake by 35% in Q2 2026, selling an estimated $499K and leaving 3,352 shares worth $1M. The position accounts for 0.1% of the portfolio, ranked #125.

Embree Financial Group first reported a position in VHT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.02M in Q3 2024. 173 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Embree Financial Group held 3,352 shares of Vanguard Health Care ETF worth $1M as of Q2 2026.
  • Embree Financial Group sold 1,796 Vanguard Health Care ETF shares in Q2 2026, an estimated $499K.
  • Vanguard Health Care ETF made up 0.1% of Embree Financial Group's portfolio in Q2 2026, its #125 holding.
  • Embree Financial Group first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 11 quarters since.
  • Embree Financial Group's Vanguard Health Care ETF position peaked at $2.02M in Q3 2024.
  • 173 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.