Graves Light Lenhart Wealth
VHT icon

Graves Light Lenhart Wealth’s Vanguard Health Care ETF VHT Stock Holding History

Graves Light Lenhart Wealth’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 		$706K Sell
2,232
-116
-5% -$36.3K 0.07% 98
2026
Q2 		$702K Sell
2,348
-36
-2% -$10K 0.07% 108
2026
Q1 		$649K Hold
2,384
– – 0.07% 104
2025
Q4 		$686K Hold
2,384
– – 0.07% 101
2025
Q3 		$619K Buy
2,384
+10
+0.4% +$2.51K 0.07% 105
2025
Q2 		$590K Hold
2,374
– – 0.07% 106
2025
Q1 		$628K Hold
2,374
– – 0.08% 97
2024
Q4 		$602K Hold
2,374
– – 0.07% 103
2024
Q3 		$670K Hold
2,374
– – 0.08% 98
2024
Q2 		$629K Sell
2,374
-25
-1% -$6.55K 0.07% 101
2024
Q1 		$649K Hold
2,399
– – 0.08% 96
2023
Q4 		$601K Hold
2,399
– – 0.07% 98
2023
Q3 		$568K Hold
2,399
– – 0.08% 99
2023
Q2 		$587K Hold
2,399
– – 0.08% 103
2023
Q1 		$572K Buy
2,399
+26
+1% +$6.26K 0.09% 97
2022
Q4 		$589K Hold
2,373
– – 0.09% 103
2022
Q3 		$531K Buy
2,373
+100
+4% +$23.9K 0.09% 105
2022
Q2 		$535K Buy
2,273
+6
+0.3% +$1.45K 0.08% 108
2022
Q1 		$577K Hold
2,267
– – 0.08% 103
2021
Q4 		$604K Hold
2,267
– – 0.09% 102
2021
Q3 		$560K Buy
2,267
+365
+19% +$93.6K 0.09% 95
2021
Q2 		$470K Hold
1,902
– – 0.08% 111
2021
Q1 		$435K Buy
1,902
+344
+22% +$78.9K 0.07% 115
2020
Q4 		$349K Hold
1,558
– – 0.07% 121
2020
Q3 		$318K Hold
1,558
– – 0.07% 112
2020
Q2 		$300K Hold
1,558
– – 0.07% 116
2020
Q1 		$259K Hold
1,558
– – 0.07% 122
2019
Q4 		$299K Hold
1,558
– – 0.06% 132
2019
Q3 		$274K Hold
1,558
– – 0.06% 139
2019
Q2 		$271K Hold
1,558
– – 0.06% 130
2019
Q1 		$269K Buy
1,558
+12
+0.8% +$2.03K 0.07% 121
2018
Q4 		$248K Buy
+1,546
New +$262K 0.07% 120

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
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

Graves Light Lenhart Wealth's VHT Position: Q3 2026 in Review

Graves Light Lenhart Wealth reduced its Vanguard Health Care ETF (VHT) stake by 4.9% in Q3 2026, selling an estimated $36.3K and leaving 2,232 shares worth $706K. The position accounts for 0.07% of the portfolio, ranked #98.

Graves Light Lenhart Wealth first reported a position in VHT in Q4 2018 and has held it in 32 quarters since. 430 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Graves Light Lenhart Wealth held 2,232 shares of Vanguard Health Care ETF worth $706K as of Q3 2026.
  • Graves Light Lenhart Wealth sold 116 Vanguard Health Care ETF shares in Q3 2026, an estimated $36.3K.
  • Vanguard Health Care ETF made up 0.07% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #98 holding.
  • Graves Light Lenhart Wealth first reported a position in Vanguard Health Care ETF in Q4 2018 and has held it in 32 quarters since.
  • 430 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.