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Financial Management Professionals’s Vanguard Health Care ETF VHT Stock Holding History

Financial Management Professionals’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 		$15K Hold
50
– – ﹤0.01% 507
2026
Q1 		$13.6K Hold
50
– – ﹤0.01% 484
2025
Q4 		$14.4K Buy
+50
New +$14K ﹤0.01% 469

Other funds holding VHT

AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
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
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 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
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Management Professionals's VHT Position: Q2 2026 in Review

Financial Management Professionals held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 50 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Financial Management Professionals first reported a position in VHT in Q4 2025 and has held it in 3 quarters since. 241 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Financial Management Professionals held 50 shares of Vanguard Health Care ETF worth $15K as of Q2 2026.
  • Financial Management Professionals left its Vanguard Health Care ETF share count unchanged in Q2 2026.
  • Vanguard Health Care ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #507 holding.
  • Financial Management Professionals first reported a position in Vanguard Health Care ETF in Q4 2025 and has held it in 3 quarters since.
  • 241 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.