AWM
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Abound Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Abound Wealth 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 		$97K Buy
325
+11
+4% +$3.06K 0.02% 169
2026
Q1 		$85.6K Hold
314
– – 0.02% 165
2025
Q4 		$90.3K Buy
314
+1
+0.3% +$279 0.02% 153
2025
Q3 		$81.3K Buy
313
+62
+25% +$15.6K 0.02% 160
2025
Q2 		$62.3K Buy
251
+1
+0.4% +$247 0.02% 174
2025
Q1 		$66.3K Hold
250
– – 0.02% 150
2024
Q4 		$63.4K Buy
250
+1
+0.4% +$269 0.02% 151
2024
Q3 		$70.4K Buy
249
+96
+63% +$26.7K 0.02% 139
2024
Q2 		$40.8K Hold
153
– – 0.02% 173
2024
Q1 		$41.5K Buy
153
+27
+21% +$7.09K 0.02% 168
2023
Q4 		$31.7K Hold
126
– – 0.01% 195
2023
Q3 		$29.7K Hold
126
– – 0.01% 181
2023
Q2 		$30.9K Buy
126
+120
+2,000% +$29.2K 0.01% 173
2023
Q1 		$1.51K Sell
6
-5
-45% -$1.2K ﹤0.01% 614
2022
Q4 		$2.82K Buy
11
+5
+83% +$1.21K ﹤0.01% 476
2022
Q3 		$1.42K Hold
6
– – ﹤0.01% 542
2022
Q2 		$1.5K Buy
+6
New +$1.45K ﹤0.01% 109

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

Abound Wealth Management's VHT Position: Q2 2026 in Review

Abound Wealth Management increased its Vanguard Health Care ETF (VHT) stake by 3.5% in Q2 2026, buying an estimated $3.06K and bringing the position to 325 shares worth $97K. The position accounts for 0.02% of the portfolio, ranked #169.

Abound Wealth Management first reported a position in VHT in Q2 2022 and has held it in 17 quarters since. 245 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Abound Wealth Management held 325 shares of Vanguard Health Care ETF worth $97K as of Q2 2026.
  • Abound Wealth Management bought 11 Vanguard Health Care ETF shares in Q2 2026, an estimated $3.06K.
  • Vanguard Health Care ETF made up 0.02% of Abound Wealth Management's portfolio in Q2 2026, its #169 holding.
  • Abound Wealth Management first reported a position in Vanguard Health Care ETF in Q2 2022 and has held it in 17 quarters since.
  • 245 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.