Zhang Financial
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Zhang Financial’s Vanguard Health Care ETF VHT Stock Holding History

Zhang 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 		$1.04M Buy
3,294
+6
+0.2% +$1.88K 0.03% 193
2026
Q2 		$983K Buy
3,288
+1,085
+49% +$302K 0.03% 200
2026
Q1 		$600K Buy
2,203
+339
+18% +$96.9K 0.02% 227
2025
Q4 		$536K Buy
1,864
+1
+0.1% +$279 0.02% 219
2025
Q3 		$484K Buy
1,863
+5
+0.3% +$1.25K 0.02% 218
2025
Q2 		$461K Sell
1,858
-129
-6% -$31.9K 0.02% 206
2025
Q1 		$526K Hold
1,987
– – 0.03% 203
2024
Q4 		$504K Sell
1,987
-23
-1% -$6.2K 0.03% 198
2024
Q3 		$567K Hold
2,010
– – 0.04% 186
2024
Q2 		$535K Buy
2,010
+104
+5% +$27.3K 0.04% 178
2024
Q1 		$515K Buy
1,906
+2
+0.1% +$525 0.04% 187
2023
Q4 		$477K Buy
1,904
+83
+5% +$19.7K 0.04% 184
2023
Q3 		$428K Hold
1,821
– – 0.04% 176
2023
Q2 		$446K Hold
1,821
– – 0.05% 164
2023
Q1 		$434K Sell
1,821
-133
-7% -$32K 0.05% 165
2022
Q4 		$485K Buy
1,954
+24
+1% +$5.82K 0.06% 149
2022
Q3 		$432K Sell
1,930
-167
-8% -$39.9K 0.07% 140
2022
Q2 		$494K Buy
2,097
+401
+24% +$96.7K 0.08% 134
2022
Q1 		$431K Hold
1,696
– – 0.07% 146
2021
Q4 		$452K Buy
1,696
+205
+14% +$52.3K 0.08% 129
2021
Q3 		$369K Hold
1,491
– – 0.09% 109
2021
Q2 		$368K Buy
1,491
+201
+16% +$48K 0.09% 92
2021
Q1 		$295K Buy
1,290
+180
+16% +$41.3K 0.08% 99
2020
Q4 		$248K Buy
+1,110
New +$237K 0.08% 98

Other funds holding VHT

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
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
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Zhang Financial's VHT Position: Q3 2026 in Review

Zhang Financial increased its Vanguard Health Care ETF (VHT) stake by 0.18% in Q3 2026, buying an estimated $1.88K and bringing the position to 3,294 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #193.

Zhang Financial first reported a position in VHT in Q4 2020 and has held it in 24 quarters since. 927 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Zhang Financial held 3,294 shares of Vanguard Health Care ETF worth $1.04M as of Q3 2026.
  • Zhang Financial bought 6 Vanguard Health Care ETF shares in Q3 2026, an estimated $1.88K.
  • Vanguard Health Care ETF made up 0.03% of Zhang Financial's portfolio in Q3 2026, its #193 holding.
  • Zhang Financial first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 24 quarters since.
  • 927 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Zhang Financial's 13F filing for Q3 2026, filed 12 Nov 2026.