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Prospera Financial Services’s Vanguard Health Care ETF VHT Stock Holding History

Prospera Financial Services’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 		$1.15M Sell
3,838
-930
-20% -$259K 0.02% 706
2026
Q1 		$1.3M Sell
4,768
-222
-4% -$63.5K 0.02% 622
2025
Q4 		$1.44M Buy
4,990
+440
+10% +$123K 0.02% 571
2025
Q3 		$1.18M Buy
4,550
+195
+4% +$48.9K 0.02% 619
2025
Q2 		$1.08M Buy
4,355
+91
+2% +$22.5K 0.02% 627
2025
Q1 		$1.13M Buy
4,264
+1,122
+36% +$299K 0.03% 531
2024
Q4 		$798K Buy
3,142
+573
+22% +$154K 0.02% 607
2024
Q3 		$726K Buy
2,569
+721
+39% +$200K 0.02% 607
2024
Q2 		$492K Buy
1,848
+210
+13% +$55.1K 0.01% 718
2024
Q1 		$443K Buy
1,638
+374
+30% +$98.3K 0.01% 743
2023
Q4 		$317K Sell
1,264
-5,313
-81% -$1.26M 0.01% 825
2023
Q3 		$1.55M Sell
6,577
-1,646
-20% -$401K 0.06% 319
2023
Q2 		$2.01M Buy
8,223
+1,734
+27% +$422K 0.08% 268
2023
Q1 		$1.55M Sell
6,489
-2,079
-24% -$500K 0.06% 308
2022
Q4 		$2.13M Buy
8,568
+7,629
+812% +$1.85M 0.11% 220
2022
Q3 		$210K Sell
939
-472
-33% -$113K 0.01% 772
2022
Q2 		$333K Sell
1,411
-161
-10% -$38.8K 0.02% 604
2022
Q1 		$401K Sell
1,572
-116
-7% -$28.7K 0.02% 655
2021
Q4 		$451K Buy
1,688
+156
+10% +$39.8K 0.02% 604
2021
Q3 		$380K Sell
1,532
-85
-5% -$21.8K 0.02% 601
2021
Q2 		$401K Buy
1,617
+140
+9% +$33.5K 0.02% 585
2021
Q1 		$339K Sell
1,477
-6,139
-81% -$1.41M 0.02% 588
2020
Q4 		$1.71M Buy
7,616
+6,725
+755% +$1.44M 0.12% 214
2020
Q3 		$182K Sell
891
-1,152
-56% -$233K 0.07% 255
2020
Q2 		$394K Buy
+2,043
New +$383K 0.03% 393
2016
Q4 		– Sell
-2,651
Closed -$352K – 419
2016
Q3 		$352K Buy
2,651
+546
+26% +$73.6K 0.07% 230
2016
Q2 		$275K Buy
2,105
+241
+13% +$30.9K 0.06% 261
2016
Q1 		$230K Buy
+1,864
New +$227K 0.05% 272

Other funds holding VHT

AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Prospera Financial Services's VHT Position: Q2 2026 in Review

Prospera Financial Services reduced its Vanguard Health Care ETF (VHT) stake by 20% in Q2 2026, selling an estimated $259K and leaving 3,838 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #706.

Prospera Financial Services first reported a position in VHT in Q1 2016 and has held it in 28 quarters since. The position peaked at $2.13M in Q4 2022. 225 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Prospera Financial Services held 3,838 shares of Vanguard Health Care ETF worth $1.15M as of Q2 2026.
  • Prospera Financial Services sold 930 Vanguard Health Care ETF shares in Q2 2026, an estimated $259K.
  • Vanguard Health Care ETF made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #706 holding.
  • Prospera Financial Services first reported a position in Vanguard Health Care ETF in Q1 2016 and has held it in 28 quarters since.
  • Prospera Financial Services's Vanguard Health Care ETF position peaked at $2.13M in Q4 2022.
  • 225 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.