Planned Solutions’s Vanguard Health Care ETF VHT Stock Holding History

Planned Solutions’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	$283K	Hold	895	–	–	0.08%	113
2026 Q2	$268K	Hold	895	–	–	0.08%	121
2026 Q1	$244K	Hold	895	–	–	0.08%	121
2025 Q4	$258K	Hold	895	–	–	0.08%	114
2025 Q3	$232K	Hold	895	–	–	0.08%	122
2025 Q2	$222K	Hold	895	–	–	0.08%	113
2025 Q1	$237K	Hold	895	–	–	0.1%	101
2024 Q4	$227K	Hold	895	–	–	0.09%	98
2024 Q3	$253K	Hold	895	–	–	0.1%	96
2024 Q2	$238K	Hold	895	–	–	0.12%	81
2024 Q1	$242K	Hold	895	–	–	0.12%	76
2023 Q4	$224K	Hold	895	–	–	0.11%	74
2023 Q3	$210K	Hold	895	–	–	0.13%	72
2023 Q2	$219K	Hold	895	–	–	0.13%	73
2023 Q1	$213K	Hold	895	–	–	0.14%	70
2022 Q4	$222K	Hold	895	–	–	0.16%	68
2022 Q3	$200K	Hold	895	–	–	0.17%	63
2022 Q2	$211K	Hold	895	–	–	0.2%	59
2022 Q1	$228K	Buy	895 +37	+4%	+$9.14K	0.16%	67
2021 Q4	$229K	Buy	+858	New	+$219K	0.15%	70
2021 Q2	$212K	Buy	+858	New	+$205K	0.15%	66
2021 Q1	–	Sell	-858	Closed	-$192K	–	394
2020 Q4	$192K	Hold	858	–	–	0.15%	55
2020 Q3	$175K	Buy	+858	New	+$174K	0.17%	52

Other funds holding VHT

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

MWM

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Planned Solutions's VHT Position: Q3 2026 in Review

Planned Solutions held its Vanguard Health Care ETF (VHT) position steady in Q3 2026 at 895 shares worth $283K. The position accounts for 0.08% of the portfolio, ranked #113.

Planned Solutions first reported a position in VHT in Q3 2020 and has held it in 23 quarters since. 229 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Planned Solutions held 895 shares of Vanguard Health Care ETF worth $283K as of Q3 2026.
Planned Solutions left its Vanguard Health Care ETF share count unchanged in Q3 2026.
Vanguard Health Care ETF made up 0.08% of Planned Solutions's portfolio in Q3 2026, its #113 holding.
Planned Solutions first reported a position in Vanguard Health Care ETF in Q3 2020 and has held it in 23 quarters since.
229 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.