Oxford Financial Group’s Vanguard Health Care ETF VHT Stock Holding History

Oxford Financial 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 Q2	$31.7K	Sell	106 -1,155	-92%	-$321K	﹤0.01%	270
2026 Q1	$343K	Hold	1,261	–	–	0.02%	203
2025 Q4	$363K	Buy	1,261 +1,155	+1,090%	+$323K	0.02%	175
2025 Q3	$27.5K	Hold	106	–	–	﹤0.01%	251
2025 Q2	$26.3K	Hold	106	–	–	﹤0.01%	238
2025 Q1	$28.1K	Hold	106	–	–	﹤0.01%	240
2024 Q4	$26.9K	Hold	106	–	–	﹤0.01%	275
2024 Q3	$29.9K	Hold	106	–	–	﹤0.01%	268
2024 Q2	$28.2K	Hold	106	–	–	﹤0.01%	291
2024 Q1	$28.7K	Hold	106	–	–	﹤0.01%	255
2023 Q4	$26.6K	Hold	106	–	–	﹤0.01%	273
2023 Q3	$24.9K	Hold	106	–	–	﹤0.01%	250
2023 Q2	$26K	Sell	106 -17	-14%	-$4.14K	﹤0.01%	270
2023 Q1	$29.3K	Hold	123	–	–	﹤0.01%	229
2022 Q4	$30.5K	Hold	123	–	–	﹤0.01%	229
2022 Q3	$28K	Hold	123	–	–	﹤0.01%	210
2022 Q2	$29K	Buy	+123	New	+$29.6K	﹤0.01%	233

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

Oxford Financial Group's VHT Position: Q2 2026 in Review

Oxford Financial Group reduced its Vanguard Health Care ETF (VHT) stake by 92% in Q2 2026, selling an estimated $321K and leaving 106 shares worth $31.7K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Oxford Financial Group first reported a position in VHT in Q2 2022 and has held it in 17 quarters since. The position peaked at $363K in Q4 2025. 1,120 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Oxford Financial Group held 106 shares of Vanguard Health Care ETF worth $31.7K as of Q2 2026.
Oxford Financial Group sold 1,155 Vanguard Health Care ETF shares in Q2 2026, an estimated $321K.
Vanguard Health Care ETF made up ﹤0.01% of Oxford Financial Group's portfolio in Q2 2026, its #270 holding.
Oxford Financial Group first reported a position in Vanguard Health Care ETF in Q2 2022 and has held it in 17 quarters since.
Oxford Financial Group's Vanguard Health Care ETF position peaked at $363K in Q4 2025.
1,120 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.