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

SageGuard 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	$286K	Sell	958 -329	-26%	-$91.5K	0.04%	174
2026 Q1	$350K	Sell	1,287 -18	-1%	-$5.15K	0.05%	147
2025 Q4	$376K	Buy	+1,305	New	+$365K	0.06%	130

Other funds holding VHT

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

SageGuard Financial Group reduced its Vanguard Health Care ETF (VHT) stake by 26% in Q2 2026, selling an estimated $91.5K and leaving 958 shares worth $286K. The position accounts for 0.04% of the portfolio, ranked #174.

SageGuard Financial Group first reported a position in VHT in Q4 2025 and has held it in 3 quarters since. The position peaked at $376K in Q4 2025. 748 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

SageGuard Financial Group held 958 shares of Vanguard Health Care ETF worth $286K as of Q2 2026.
SageGuard Financial Group sold 329 Vanguard Health Care ETF shares in Q2 2026, an estimated $91.5K.
Vanguard Health Care ETF made up 0.04% of SageGuard Financial Group's portfolio in Q2 2026, its #174 holding.
SageGuard Financial Group first reported a position in Vanguard Health Care ETF in Q4 2025 and has held it in 3 quarters since.
SageGuard Financial Group's Vanguard Health Care ETF position peaked at $376K in Q4 2025.
748 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.