Summit Place Financial Advisors
VHT icon

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

Summit Place Financial Advisors’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 		$411K Hold
1,300
– – 0.19% 87
2026
Q2 		$389K Hold
1,300
– – 0.17% 83
2026
Q1 		$354K Sell
1,300
-350
-21% -$100K 0.17% 85
2025
Q4 		$475K Hold
1,650
– – 0.23% 72
2025
Q3 		$428K Hold
1,650
– – 0.2% 76
2025
Q2 		$410K Hold
1,650
– – 0.21% 70
2025
Q1 		$437K Hold
1,650
– – 0.25% 70
2024
Q4 		$419K Hold
1,650
– – 0.24% 71
2024
Q3 		$466K Hold
1,650
– – 0.26% 68
2024
Q2 		$439K Hold
1,650
– – 0.26% 69
2024
Q1 		$446K Hold
1,650
– – 0.26% 72
2023
Q4 		$414K Sell
1,650
-275
-14% -$65.1K 0.27% 70
2023
Q3 		$453K Sell
1,925
-110
-5% -$26.8K 0.32% 70
2023
Q2 		$498K Sell
2,035
-75
-4% -$18.2K 0.32% 70
2023
Q1 		$503K Buy
2,110
+1,000
+90% +$241K 0.36% 68
2022
Q4 		$275K Sell
1,110
-10
-0.9% -$2.42K 0.23% 76
2022
Q3 		$251K Hold
1,120
– – 0.23% 79
2022
Q2 		$264K Hold
1,120
– – 0.22% 86
2022
Q1 		$285K Hold
1,120
– – 0.19% 97
2021
Q4 		$298K Sell
1,120
-70
-6% -$17.8K 0.21% 89
2021
Q3 		$294K Sell
1,190
-265
-18% -$68K 0.21% 90
2021
Q2 		$360K Sell
1,455
-225
-13% -$53.8K 0.26% 84
2021
Q1 		$384K Sell
1,680
-20
-1% -$4.59K 0.31% 81
2020
Q4 		$380K Sell
1,700
-350
-17% -$74.8K 0.33% 71
2020
Q3 		$418K Buy
+2,050
New +$415K 0.42% 70

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Summit Place Financial Advisors's VHT Position: Q3 2026 in Review

Summit Place Financial Advisors held its Vanguard Health Care ETF (VHT) position steady in Q3 2026 at 1,300 shares worth $411K. The position accounts for 0.19% of the portfolio, ranked #87.

Summit Place Financial Advisors first reported a position in VHT in Q3 2020 and has held it in 25 quarters since. The position peaked at $503K in Q1 2023. 1,030 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Summit Place Financial Advisors held 1,300 shares of Vanguard Health Care ETF worth $411K as of Q3 2026.
  • Summit Place Financial Advisors left its Vanguard Health Care ETF share count unchanged in Q3 2026.
  • Vanguard Health Care ETF made up 0.19% of Summit Place Financial Advisors's portfolio in Q3 2026, its #87 holding.
  • Summit Place Financial Advisors first reported a position in Vanguard Health Care ETF in Q3 2020 and has held it in 25 quarters since.
  • Summit Place Financial Advisors's Vanguard Health Care ETF position peaked at $503K in Q1 2023.
  • 1,030 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Summit Place Financial Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.