Evergreen Capital Management
VHT icon

Evergreen Capital Management’s Vanguard Health Care ETF VHT Stock Holding History

Evergreen Capital Management’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 		$18.9M Buy
59,736
+1,455
+2% +$456K 0.33% 64
2026
Q2 		$17.4M Buy
58,281
+1,852
+3% +$515K 0.31% 71
2026
Q1 		$15.4M Buy
56,429
+1,458
+3% +$417K 0.33% 67
2025
Q4 		$15.8M Buy
54,971
+20,991
+62% +$5.86M 0.35% 66
2025
Q3 		$8.82M Buy
33,980
+10,822
+47% +$2.72M 0.21% 121
2025
Q2 		$5.75M Sell
23,158
-1,231
-5% -$304K 0.17% 147
2025
Q1 		$6.46M Buy
24,389
+97
+0.4% +$25.8K 0.22% 135
2024
Q4 		$6.16M Sell
24,292
-566
-2% -$152K 0.2% 134
2024
Q3 		$7.04M Sell
24,858
-4,458
-15% -$1.24M 0.24% 123
2024
Q2 		$7.83M Sell
29,316
-478
-2% -$125K 0.28% 103
2024
Q1 		$8.06M Sell
29,794
-4,743
-14% -$1.25M 0.3% 93
2023
Q4 		$8.66M Buy
34,537
+618
+2% +$146K 0.35% 82
2023
Q3 		$8M Buy
33,919
+349
+1% +$85.1K 0.35% 84
2023
Q2 		$8.24M Buy
33,570
+2,087
+7% +$508K 0.34% 83
2023
Q1 		$7.51M Buy
31,483
+7,574
+32% +$1.82M 0.34% 88
2022
Q4 		$5.93M Buy
23,909
+5,005
+26% +$1.21M 0.28% 106
2022
Q3 		$4.24M Buy
18,904
+6,247
+49% +$1.49M 0.22% 126
2022
Q2 		$2.98M Buy
12,657
+4,409
+53% +$1.06M 0.15% 162
2022
Q1 		$2.1M Buy
8,248
+4,651
+129% +$1.15M 0.09% 218
2021
Q4 		$958K Buy
3,597
+2,054
+133% +$524K 0.04% 287
2021
Q3 		$381K Buy
1,543
+120
+8% +$30.8K 0.02% 394
2021
Q2 		$352K Buy
1,423
+446
+46% +$107K 0.02% 386
2021
Q1 		$224K Buy
+977
New +$224K 0.01% 460

Other funds holding VHT

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
Wheelhouse Advisory Group
Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Evergreen Capital Management's VHT Position: Q3 2026 in Review

Evergreen Capital Management increased its Vanguard Health Care ETF (VHT) stake by 2.5% in Q3 2026, buying an estimated $456K and bringing the position to 59,736 shares worth $18.9M. The position accounts for 0.33% of the portfolio, ranked #64.

Evergreen Capital Management first reported a position in VHT in Q1 2021 and has held it in 23 quarters since. 363 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Evergreen Capital Management held 59,736 shares of Vanguard Health Care ETF worth $18.9M as of Q3 2026.
  • Evergreen Capital Management bought 1,455 Vanguard Health Care ETF shares in Q3 2026, an estimated $456K.
  • Vanguard Health Care ETF made up 0.33% of Evergreen Capital Management's portfolio in Q3 2026, its #64 holding.
  • Evergreen Capital Management first reported a position in Vanguard Health Care ETF in Q1 2021 and has held it in 23 quarters since.
  • 363 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.