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Kerr Financial Planning’s Vanguard Health Care ETF VHT Stock Holding History

Kerr Financial Planning’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 		$27.2K Sell
91
-384
-81% -$107K 0.03% 241
2026
Q1 		$63.5K Buy
475
+295
+164% +$84.3K 0.04% 160
2025
Q4 		$51.4K Buy
180
+90
+100% +$25.1K 0.07% 176
2025
Q3 		$25.6K Buy
+90
New +$22.6K 0.04% 235

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kerr Financial Planning's VHT Position: Q2 2026 in Review

Kerr Financial Planning reduced its Vanguard Health Care ETF (VHT) stake by 81% in Q2 2026, selling an estimated $107K and leaving 91 shares worth $27.2K. The position accounts for 0.03% of the portfolio, ranked #241.

Kerr Financial Planning first reported a position in VHT in Q3 2025 and has held it in 4 quarters since. The position peaked at $63.5K in Q1 2026. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Kerr Financial Planning held 91 shares of Vanguard Health Care ETF worth $27.2K as of Q2 2026.
  • Kerr Financial Planning sold 384 Vanguard Health Care ETF shares in Q2 2026, an estimated $107K.
  • Vanguard Health Care ETF made up 0.03% of Kerr Financial Planning's portfolio in Q2 2026, its #241 holding.
  • Kerr Financial Planning first reported a position in Vanguard Health Care ETF in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Vanguard Health Care ETF position peaked at $63.5K in Q1 2026.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.