Values Added Financial’s Vanguard Health Care ETF VHT Stock Holding History

Values Added Financial’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	$636K	Hold	2,012	–	–	0.23%	65
2026 Q2	$602K	Sell	2,012 -19	-0.9%	-$5.28K	0.22%	75
2026 Q1	$553K	Hold	2,031	–	–	0.23%	71
2025 Q4	$585K	Hold	2,031	–	–	0.25%	70
2025 Q3	$527K	Hold	2,031	–	–	0.23%	70
2025 Q2	$504K	Hold	2,031	–	–	0.24%	73
2025 Q1	$538K	Buy	2,031 +19	+0.9%	+$5.06K	0.3%	63
2024 Q4	$510K	Hold	2,012	–	–	0.3%	63
2024 Q3	$568K	Hold	2,012	–	–	0.36%	50
2024 Q2	$535K	Hold	2,012	–	–	0.39%	49
2024 Q1	$544K	Hold	2,012	–	–	0.42%	49
2023 Q4	$504K	Hold	2,012	–	–	0.41%	44
2023 Q3	$473K	Hold	2,012	–	–	0.43%	46
2023 Q2	$493K	Buy	+2,012	New	+$489K	0.46%	44

Other funds holding VHT

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

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

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

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Values Added Financial's VHT Position: Q3 2026 in Review

Values Added Financial held its Vanguard Health Care ETF (VHT) position steady in Q3 2026 at 2,012 shares worth $636K. The position accounts for 0.23% of the portfolio, ranked #65.

Values Added Financial first reported a position in VHT in Q2 2023 and has held it in 14 quarters since. 496 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Values Added Financial held 2,012 shares of Vanguard Health Care ETF worth $636K as of Q3 2026.
Values Added Financial left its Vanguard Health Care ETF share count unchanged in Q3 2026.
Vanguard Health Care ETF made up 0.23% of Values Added Financial's portfolio in Q3 2026, its #65 holding.
Values Added Financial first reported a position in Vanguard Health Care ETF in Q2 2023 and has held it in 14 quarters since.
496 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.