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Ritter Daniher Financial Advisory’s Vanguard Health Care ETF VHT Stock Holding History

Ritter Daniher Financial Advisory’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 		$198K Sell
661
-41
-6% -$11.4K 0.03% 168
2026
Q1 		$191K Sell
702
-34
-5% -$9.72K 0.03% 163
2025
Q4 		$212K Sell
736
-42
-5% -$11.7K 0.04% 159
2025
Q3 		$202K Buy
+778
New +$195K 0.04% 161

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

Ritter Daniher Financial Advisory's VHT Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Vanguard Health Care ETF (VHT) stake by 5.8% in Q2 2026, selling an estimated $11.4K and leaving 661 shares worth $198K. The position accounts for 0.03% of the portfolio, ranked #168.

Ritter Daniher Financial Advisory first reported a position in VHT in Q3 2025 and has held it in 4 quarters since. The position peaked at $212K in Q4 2025. 245 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Ritter Daniher Financial Advisory held 661 shares of Vanguard Health Care ETF worth $198K as of Q2 2026.
  • Ritter Daniher Financial Advisory sold 41 Vanguard Health Care ETF shares in Q2 2026, an estimated $11.4K.
  • Vanguard Health Care ETF made up 0.03% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #168 holding.
  • Ritter Daniher Financial Advisory first reported a position in Vanguard Health Care ETF in Q3 2025 and has held it in 4 quarters since.
  • Ritter Daniher Financial Advisory's Vanguard Health Care ETF position peaked at $212K in Q4 2025.
  • 245 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.