Winebrenner Capital Management’s Vanguard Health Care ETF VHT Stock Holding History

Winebrenner Capital Management’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	$314K	Buy	1,050 +1	+0.1%	+$278	0.19%	112
2026 Q1	$286K	Buy	1,049 +1	+0.1%	+$286	0.18%	114
2025 Q4	$302K	Buy	1,048 +2	+0.2%	+$559	0.2%	109
2025 Q3	$272K	Sell	1,046 -25	-2%	-$6.27K	0.2%	112
2025 Q2	$266K	Sell	1,071 -8	-0.7%	-$1.98K	0.21%	109
2025 Q1	$286K	Sell	1,079 -91	-8%	-$24.2K	0.26%	104
2024 Q4	$297K	Buy	+1,170	New	+$315K	0.23%	98

Other funds holding VHT

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

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

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

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Winebrenner Capital Management's VHT Position: Q2 2026 in Review

Winebrenner Capital Management increased its Vanguard Health Care ETF (VHT) stake by 0.1% in Q2 2026, buying an estimated $278 and bringing the position to 1,050 shares worth $314K. The position accounts for 0.19% of the portfolio, ranked #112.

Winebrenner Capital Management first reported a position in VHT in Q4 2024 and has held it in 7 quarters since. 180 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Winebrenner Capital Management held 1,050 shares of Vanguard Health Care ETF worth $314K as of Q2 2026.
Winebrenner Capital Management bought 1 Vanguard Health Care ETF share in Q2 2026, an estimated $278.
Vanguard Health Care ETF made up 0.19% of Winebrenner Capital Management's portfolio in Q2 2026, its #112 holding.
Winebrenner Capital Management first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 7 quarters since.
180 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.