Summit Financial Strategies’s Vanguard Health Care ETF VHT Stock Holding History

Summit Financial Strategies’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	$244K	Hold	771	–	–	0.02%	141
2026 Q2	$231K	Sell	771 -147	-16%	-$40.9K	0.02%	147
2026 Q1	$250K	Sell	918 -296	-24%	-$84.6K	0.02%	139
2025 Q4	$349K	Sell	1,214 -26	-2%	-$7.26K	0.03%	115
2025 Q3	$322K	Sell	1,240 -189	-13%	-$47.4K	0.03%	119
2025 Q2	$355K	Sell	1,429 -173	-11%	-$42.8K	0.03%	111
2025 Q1	$424K	Sell	1,602 -104	-6%	-$27.7K	0.04%	94
2024 Q4	$433K	Sell	1,706 -12	-0.7%	-$3.23K	0.05%	92
2024 Q3	$485K	Buy	1,718 +124	+8%	+$34.4K	0.05%	85
2024 Q2	$424K	Hold	1,594	–	–	0.05%	90
2024 Q1	$431K	Hold	1,594	–	–	0.06%	88
2023 Q4	$400K	Sell	1,594 -127	-7%	-$30.1K	0.06%	89
2023 Q3	$405K	Sell	1,721 -100	-5%	-$24.4K	0.08%	77
2023 Q2	$446K	Sell	1,821 -165	-8%	-$40.1K	0.08%	71
2023 Q1	$474K	Hold	1,986	–	–	0.09%	73
2022 Q4	$493K	Hold	1,986	–	–	0.11%	67
2022 Q3	$444K	Hold	1,986	–	–	0.11%	66
2022 Q2	$468K	Hold	1,986	–	–	0.11%	66
2022 Q1	$505K	Hold	1,986	–	–	0.1%	63
2021 Q4	$529K	Sell	1,986 -950	-32%	-$242K	0.1%	61
2021 Q3	$726K	Hold	2,936	–	–	0.14%	51
2021 Q2	$726K	Buy	+2,936	New	+$702K	0.14%	52
2021 Q1	–	Sell	-1,986	Closed	-$444K	–	76
2020 Q4	$444K	Buy	1,986 +100	+5%	+$21.4K	0.15%	45
2020 Q3	$385K	Hold	1,886	–	–	0.16%	42
2020 Q2	$363K	Sell	1,886 -73	-4%	-$13.7K	0.16%	42
2020 Q1	$325K	Hold	1,959	–	–	0.18%	37
2019 Q4	$376K	Hold	1,959	–	–	0.18%	37
2019 Q3	$328K	Hold	1,959	–	–	0.16%	40
2019 Q2	$341K	Hold	1,959	–	–	0.17%	36
2019 Q1	$338K	Hold	1,959	–	–	0.17%	35
2018 Q4	$315K	Hold	1,959	–	–	0.18%	38
2018 Q3	$353K	Buy	+1,959	New	+$337K	0.16%	33

Other funds holding VHT

BCMIO

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

AIA

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

AAG

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

TAM

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

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Summit Financial Strategies's VHT Position: Q3 2026 in Review

Summit Financial Strategies held its Vanguard Health Care ETF (VHT) position steady in Q3 2026 at 771 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #141.

Summit Financial Strategies first reported a position in VHT in Q3 2018 and has held it in 32 quarters since. The position peaked at $726K in Q3 2021. 153 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Summit Financial Strategies held 771 shares of Vanguard Health Care ETF worth $244K as of Q3 2026.
Summit Financial Strategies left its Vanguard Health Care ETF share count unchanged in Q3 2026.
Vanguard Health Care ETF made up 0.02% of Summit Financial Strategies's portfolio in Q3 2026, its #141 holding.
Summit Financial Strategies first reported a position in Vanguard Health Care ETF in Q3 2018 and has held it in 32 quarters since.
Summit Financial Strategies's Vanguard Health Care ETF position peaked at $726K in Q3 2021.
153 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.