HAG
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HF Advisory Group’s Vanguard Health Care ETF VHT Stock Holding History

HF Advisory 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
Q3 		$650K Sell
2,055
-60
-3% -$18.8K 0.19% 116
2026
Q2 		$632K Buy
2,115
+81
+4% +$22.5K 0.2% 123
2026
Q1 		$554K Sell
2,034
-14
-0.7% -$4K 0.19% 121
2025
Q4 		$590K Sell
2,048
-56
-3% -$15.6K 0.21% 121
2025
Q3 		$546K Buy
2,104
+129
+7% +$32.4K 0.2% 128
2025
Q2 		$490K Sell
1,975
-221
-10% -$54.6K 0.19% 128
2025
Q1 		$581K Buy
2,196
+82
+4% +$21.8K 0.25% 119
2024
Q4 		$536K Buy
2,114
+8
+0.4% +$2.16K 0.25% 118
2024
Q3 		$594K Sell
2,106
-42
-2% -$11.7K 0.28% 118
2024
Q2 		$571K Buy
2,148
+29
+1% +$7.6K 0.3% 116
2024
Q1 		$573K Sell
2,119
-89
-4% -$23.4K 0.32% 102
2023
Q4 		$554K Sell
2,208
-420
-16% -$99.5K 0.35% 93
2023
Q3 		$447K Buy
2,628
+641
+32% +$156K 0.33% 98
2023
Q2 		$486K Sell
1,987
-498
-20% -$121K 0.38% 86
2023
Q1 		$592K Buy
2,485
+225
+10% +$54.1K 0.53% 72
2022
Q4 		$561K Buy
+2,260
New +$548K 0.57% 66

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
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
CMA
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
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

HF Advisory Group's VHT Position: Q3 2026 in Review

HF Advisory Group reduced its Vanguard Health Care ETF (VHT) stake by 2.8% in Q3 2026, selling an estimated $18.8K and leaving 2,055 shares worth $650K. The position accounts for 0.19% of the portfolio, ranked #116.

HF Advisory Group first reported a position in VHT in Q4 2022 and has held it in 16 quarters since. 229 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • HF Advisory Group held 2,055 shares of Vanguard Health Care ETF worth $650K as of Q3 2026.
  • HF Advisory Group sold 60 Vanguard Health Care ETF shares in Q3 2026, an estimated $18.8K.
  • Vanguard Health Care ETF made up 0.19% of HF Advisory Group's portfolio in Q3 2026, its #116 holding.
  • HF Advisory Group first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 16 quarters since.
  • 229 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.