BFC Planning, Inc.’s Vanguard Health Care ETF VHT Stock Holding History

BFC Planning, Inc.’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	$2.63M	Buy	8,800 +102	+1%	+$28.4K	0.11%	198
2026 Q1	$2.37M	Buy	8,698 +536	+7%	+$153K	0.11%	195
2025 Q4	$2.35M	Sell	8,162 -1,535	-16%	-$429K	0.1%	188
2025 Q3	$2.52M	Buy	9,697 +403	+4%	+$101K	0.18%	101
2025 Q2	$2.31M	Sell	9,294 -2,256	-20%	-$558K	0.18%	105
2025 Q1	$3.06M	Sell	11,550 -118	-1%	-$31.4K	0.27%	79
2024 Q4	$2.96M	Buy	+11,668	New	+$3.14M	0.25%	81

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BFC Planning, Inc.'s VHT Position: Q2 2026 in Review

BFC Planning, Inc. increased its Vanguard Health Care ETF (VHT) stake by 1.2% in Q2 2026, buying an estimated $28.4K and bringing the position to 8,800 shares worth $2.63M. The position accounts for 0.11% of the portfolio, ranked #198.

BFC Planning, Inc. first reported a position in VHT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.06M in Q1 2025. 1,127 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

BFC Planning, Inc. held 8,800 shares of Vanguard Health Care ETF worth $2.63M as of Q2 2026.
BFC Planning, Inc. bought 102 Vanguard Health Care ETF shares in Q2 2026, an estimated $28.4K.
Vanguard Health Care ETF made up 0.11% of BFC Planning, Inc.'s portfolio in Q2 2026, its #198 holding.
BFC Planning, Inc. first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Vanguard Health Care ETF position peaked at $3.06M in Q1 2025.
1,127 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.