Advanced Asset Management Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Advanced Asset Management Advisors’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	$24K	Buy	76 +1	+1%	+$313	0.01%	75
2026 Q2	$22.4K	Buy	+75	New	+$20.9K	0.01%	74
2025 Q4	–	Sell	-140	Closed	-$36.3K	–	87
2025 Q3	$36.3K	Hold	140	–	–	0.01%	74
2025 Q2	$34.8K	Buy	140 +8	+6%	+$1.98K	0.01%	75
2025 Q1	$34.9K	Buy	+132	New	+$35.2K	0.01%	75
2023 Q1	–	Sell	-135	Closed	-$33.5K	–	230
2022 Q4	$33.5K	Buy	+135	New	+$32.7K	0.01%	113

Other funds holding VHT

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Advanced Asset Management Advisors's VHT Position: Q3 2026 in Review

Advanced Asset Management Advisors increased its Vanguard Health Care ETF (VHT) stake by 1.3% in Q3 2026, buying an estimated $313 and bringing the position to 76 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #75.

Advanced Asset Management Advisors first reported a position in VHT in Q4 2022 and has held it in 6 quarters since. The position peaked at $36.3K in Q3 2025. 927 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Advanced Asset Management Advisors held 76 shares of Vanguard Health Care ETF worth $24K as of Q3 2026.
Advanced Asset Management Advisors bought 1 Vanguard Health Care ETF share in Q3 2026, an estimated $313.
Vanguard Health Care ETF made up 0.01% of Advanced Asset Management Advisors's portfolio in Q3 2026, its #75 holding.
Advanced Asset Management Advisors first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 6 quarters since.
Advanced Asset Management Advisors's Vanguard Health Care ETF position peaked at $36.3K in Q3 2025.
927 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Advanced Asset Management Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.