VHT β€” VANGUARD HEALTH CARE ETF

Ownership history in Comprehensive Financial Planning, Inc./PA  Β·  6 quarters on record

AI Ownership Summary

Comprehensive Financial Planning, Inc./PA reported VANGUARD HEALTH CARE ETF (VHT) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.36% in 2025 Q1. The latest visible filing shows VHT at 0.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VHT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Comprehensive Financial Planning, Inc./PA's position in VANGUARD HEALTH CARE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VHT was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Comprehensive Financial Planning, Inc./PA held VHT β€” position size vs. price
% of Fund (quarterly)    VHT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,423 +5 +0.4% 0.27% $388K 2026-04-07 $272.82
2025 Q4 ADDED 1,418 +7 +0.5% 0.27% $408K 2026-02-11 $287.71
2025 Q3 ADDED 1,411 +5 +0.4% 0.25% $366K 2025-11-12 $281.81
2025 Q2 ADDED 1,406 +5 +0.4% 0.27% $349K 2025-08-08 $237.88
2025 Q1 REDUCED 1,401 -62 -4.2% 0.36% $371K 2025-05-09 $238.47
2024 Q4 INITIATED 1,463 β€” β€” 0.31% $371K 2025-01-29 $263.34

FAQ About Comprehensive Financial Planning, Inc./PA and VHT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Comprehensive Financial Planning, Inc./PA reported owning VHT?

Comprehensive Financial Planning, Inc./PA reported VHT across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VHT position in Comprehensive Financial Planning, Inc./PA's portfolio?

The largest reported portfolio weight for VHT was 0.36% in 2025 Q1.

What is the latest reported VHT position on this page?

The most recent filing on this page is 2026 Q1, when Comprehensive Financial Planning, Inc./PA reported 1,423 shares, equal to 0.27% of portfolio, with an estimated market value of $388K.

What does the chart on this VHT ownership page compare?

The chart compares Comprehensive Financial Planning, Inc./PA's quarterly VHT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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