Kapstone Financial Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Kapstone Financial Advisors’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	$245K	Buy	+818	New	+$227K	0.1%	140

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

PCH

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

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 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 22.96% 1-Year Est. Return

Kapstone Financial Advisors's VHT Position: Q2 2026 in Review

Kapstone Financial Advisors opened a new position in Vanguard Health Care ETF (VHT) in Q2 2026: 818 shares worth $245K. The stake represents 0.1% of the portfolio and ranks #140 among its holdings.

1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Kapstone Financial Advisors held 818 shares of Vanguard Health Care ETF worth $245K as of Q2 2026.
Vanguard Health Care ETF was a new Kapstone Financial Advisors position in Q2 2026.
Vanguard Health Care ETF made up 0.1% of Kapstone Financial Advisors's portfolio in Q2 2026, its #140 holding.
1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.