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

Valeo 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
Q2 		$1.21M Sell
4,054
-19
-0.5% -$5.28K 0.03% 270
2026
Q1 		$1.11M Sell
4,073
-34
-0.8% -$9.72K 0.03% 253
2025
Q4 		$1.18M Buy
4,107
+330
+9% +$92.2K 0.03% 270
2025
Q3 		$981K Buy
3,777
+2
+0.1% +$502 0.02% 313
2025
Q2 		$937K Buy
3,775
+2
+0.1% +$494 0.02% 318
2025
Q1 		$999K Buy
3,773
+2
+0.1% +$533 0.03% 262
2024
Q4 		$957K Buy
3,771
+4
+0.1% +$1.08K 0.03% 277
2024
Q3 		$1.06M Sell
3,767
-206
-5% -$57.2K 0.03% 252
2024
Q2 		$1.06M Buy
3,973
+91
+2% +$23.9K 0.03% 228
2024
Q1 		$999K Buy
3,882
+2
+0.1% +$525 0.04% 240
2023
Q4 		$973K Buy
3,880
+4
+0.1% +$947 0.04% 225
2023
Q3 		$911K Buy
3,876
+2,632
+212% +$642K 0.04% 227
2023
Q2 		$305K Sell
1,244
-76
-6% -$18.5K 0.01% 431
2023
Q1 		$315K Buy
1,320
+438
+50% +$105K 0.02% 433
2022
Q4 		$219K Buy
+882
New +$214K 0.01% 463
2022
Q3 		– Sell
-851
Closed -$200K – 541
2022
Q2 		$200K Buy
851
+57
+7% +$13.7K 0.01% 438
2022
Q1 		$202K Buy
+794
New +$196K 0.01% 545
2021
Q2 		– Sell
-708
Closed -$162K – 1778
2021
Q1 		$162K Buy
708
+1
+0.1% +$229 0.01% 496
2020
Q4 		$158K Buy
707
+2
+0.3% +$427 0.01% 461
2020
Q3 		$144K Buy
705
+2
+0.3% +$405 0.01% 395
2020
Q2 		$135K Sell
703
-147
-17% -$27.6K 0.01% 409
2020
Q1 		$150K Buy
850
+346
+69% +$63.2K 0.02% 343
2019
Q4 		$97K Buy
+504
New +$90.4K 0.01% 470
2019
Q3 		– Sell
-19
Closed -$3K – 1682
2019
Q2 		$3K Hold
19
– – ﹤0.01% 1354
2019
Q1 		$3K Sell
19
-364
-95% -$61.7K ﹤0.01% 1307
2018
Q4 		$62K Sell
383
-211
-36% -$35.7K 0.01% 478
2018
Q3 		$99K Hold
594
– – 0.01% 402
2018
Q2 		$101K Sell
594
-290
-33% -$45.6K 0.01% 396
2018
Q1 		$136K Buy
884
+113
+15% +$18K 0.02% 309
2017
Q4 		$119K Buy
771
+308
+67% +$47.3K 0.02% 311
2017
Q3 		$71K Buy
+463
New +$69.1K 0.02% 347

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

Valeo Financial Advisors's VHT Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Vanguard Health Care ETF (VHT) stake by 0.47% in Q2 2026, selling an estimated $5.28K and leaving 4,054 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #270.

Valeo Financial Advisors first reported a position in VHT in Q3 2017 and has held it in 31 quarters since. 224 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Valeo Financial Advisors held 4,054 shares of Vanguard Health Care ETF worth $1.21M as of Q2 2026.
  • Valeo Financial Advisors sold 19 Vanguard Health Care ETF shares in Q2 2026, an estimated $5.28K.
  • Vanguard Health Care ETF made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #270 holding.
  • Valeo Financial Advisors first reported a position in Vanguard Health Care ETF in Q3 2017 and has held it in 31 quarters since.
  • 224 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.