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Summit Wealth Group, LLC/OK’s Vanguard Health Care ETF VHT Stock Holding History

Summit Wealth Group, LLC/OK’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 		$351K Sell
1,109
-496
-31% -$155K 0.59% 38
2026
Q2 		$480K Sell
1,605
-133
-8% -$37K 0.62% 36
2026
Q1 		$473K Sell
1,738
-277
-14% -$79.2K 0.66% 34
2025
Q4 		$580K Buy
+2,015
New +$563K 0.6% 37

Other funds holding VHT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 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 24.08% 1-Year Est. Return

Summit Wealth Group, LLC/OK's VHT Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its Vanguard Health Care ETF (VHT) stake by 31% in Q3 2026, selling an estimated $155K and leaving 1,109 shares worth $351K. The position accounts for 0.59% of the portfolio, ranked #38.

Summit Wealth Group, LLC/OK first reported a position in VHT in Q4 2025 and has held it in 4 quarters since. The position peaked at $580K in Q4 2025. 759 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 1,109 shares of Vanguard Health Care ETF worth $351K as of Q3 2026.
  • Summit Wealth Group, LLC/OK sold 496 Vanguard Health Care ETF shares in Q3 2026, an estimated $155K.
  • Vanguard Health Care ETF made up 0.59% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #38 holding.
  • Summit Wealth Group, LLC/OK first reported a position in Vanguard Health Care ETF in Q4 2025 and has held it in 4 quarters since.
  • Summit Wealth Group, LLC/OK's Vanguard Health Care ETF position peaked at $580K in Q4 2025.
  • 759 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.