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

Accurate 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 		$524K Buy
1,726
+101
+6% +$28.1K 0.05% 339
2026
Q1 		$445K Buy
1,625
+196
+14% +$56K 0.05% 340
2025
Q4 		$419K Buy
1,429
+6
+0.4% +$1.68K 0.05% 339
2025
Q3 		$378K Buy
1,423
+203
+17% +$50.9K 0.05% 349
2025
Q2 		$307K Sell
1,220
-322
-21% -$79.6K 0.05% 347
2025
Q1 		$383K Sell
1,542
-7
-0.5% -$1.86K 0.07% 238
2024
Q4 		$399K Sell
1,549
-61
-4% -$16.4K 0.08% 237
2024
Q3 		$452K Buy
1,610
+52
+3% +$14.4K 0.09% 217
2024
Q2 		$423K Buy
1,558
+302
+24% +$79.2K 0.1% 184
2024
Q1 		$318K Buy
+1,256
New +$330K 0.09% 199
2023
Q1 		– Sell
-8
Closed -$1.97K – 1417
2022
Q4 		$1.97K Buy
+8
New +$1.94K ﹤0.01% 1207

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

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

Accurate Wealth Management increased its Vanguard Health Care ETF (VHT) stake by 6.2% in Q2 2026, buying an estimated $28.1K and bringing the position to 1,726 shares worth $524K. The position accounts for 0.05% of the portfolio, ranked #339.

Accurate Wealth Management first reported a position in VHT in Q4 2022 and has held it in 11 quarters since. 250 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Accurate Wealth Management held 1,726 shares of Vanguard Health Care ETF worth $524K as of Q2 2026.
  • Accurate Wealth Management bought 101 Vanguard Health Care ETF shares in Q2 2026, an estimated $28.1K.
  • Vanguard Health Care ETF made up 0.05% of Accurate Wealth Management's portfolio in Q2 2026, its #339 holding.
  • Accurate Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 11 quarters since.
  • 250 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

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