Paragon Financial Partners
VHT icon

Paragon Financial Partners’s Vanguard Health Care ETF VHT Stock Holding History

Paragon Financial Partners’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 		$10.4M Buy
32,801
+334
+1% +$105K 5.38% 6
2026
Q2 		$9.9M Sell
32,467
-876
-3% -$244K 5.28% 6
2026
Q1 		$9.27M Buy
33,343
+3,850
+13% +$1.1M 5.25% 6
2025
Q4 		$8.49M Buy
29,493
+121
+0.4% +$33.8K 5.22% 6
2025
Q3 		$7.62M Sell
29,372
-105
-0.4% -$26.3K 4.81% 6
2025
Q2 		$7.32M Buy
29,477
+759
+3% +$188K 5% 6
2025
Q1 		$7.6M Sell
28,718
-42
-0.1% -$11.2K 5.96% 6
2024
Q4 		$7.3M Sell
28,760
-658
-2% -$177K 5.49% 6
2024
Q3 		$8.3M Sell
29,418
-912
-3% -$253K 6.08% 5
2024
Q2 		$8.07M Buy
30,330
+1,228
+4% +$322K 6.29% 5
2024
Q1 		$7.87M Buy
29,102
+1,853
+7% +$487K 6.48% 5
2023
Q4 		$6.83M Sell
27,249
-198
-0.7% -$46.9K 6.56% 4
2023
Q3 		$6.45M Buy
27,447
+330
+1% +$80.4K 6.7% 4
2023
Q2 		$6.64M Buy
27,117
+16
+0.1% +$3.89K 6.27% 4
2023
Q1 		$6.46M Sell
27,101
-191
-0.7% -$46K 6.77% 4
2022
Q4 		$6.77M Buy
27,292
+367
+1% +$89K 7.49% 3
2022
Q3 		$6.02M Buy
26,925
+171
+0.6% +$40.8K 6.78% 4
2022
Q2 		$6.3M Buy
26,754
+1,252
+5% +$302K 6.47% 4
2022
Q1 		$6.49M Buy
25,502
+123
+0.5% +$30.4K 5.65% 5
2021
Q4 		$6.76M Buy
+25,379
New +$6.47M 5.55% 5

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Paragon Financial Partners's VHT Position: Q3 2026 in Review

Paragon Financial Partners increased its Vanguard Health Care ETF (VHT) stake by 1% in Q3 2026, buying an estimated $105K and bringing the position to 32,801 shares worth $10.4M. The position accounts for 5.38% of the portfolio, ranked #6.

Paragon Financial Partners first reported a position in VHT in Q4 2021 and has held it in 20 quarters since. 959 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Paragon Financial Partners held 32,801 shares of Vanguard Health Care ETF worth $10.4M as of Q3 2026.
  • Paragon Financial Partners bought 334 Vanguard Health Care ETF shares in Q3 2026, an estimated $105K.
  • Vanguard Health Care ETF made up 5.38% of Paragon Financial Partners's portfolio in Q3 2026, its #6 holding.
  • Paragon Financial Partners first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 20 quarters since.
  • 959 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Paragon Financial Partners's 13F filing for Q3 2026, filed 13 Nov 2026.