AssetMark Inc
VHT icon

AssetMark Inc’s Vanguard Health Care ETF VHT Stock Holding History

AssetMark Inc’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 		$6.08M Sell
19,235
-162
-0.8% -$50.8K 0.01% 691
2026
Q2 		$5.8M Buy
19,397
+129
+0.7% +$35.9K 0.01% 694
2026
Q1 		$5.25M Buy
19,268
+5,759
+43% +$1.65M 0.01% 647
2025
Q4 		$3.89M Buy
13,509
+840
+7% +$235K 0.01% 708
2025
Q3 		$3.29M Sell
12,669
-473
-4% -$119K 0.01% 717
2025
Q2 		$3.26M Buy
13,142
+9,063
+222% +$2.24M 0.01% 676
2025
Q1 		$1.08M Buy
4,079
+117
+3% +$31.2K ﹤0.01% 851
2024
Q4 		$1.01M Buy
3,962
+2,881
+267% +$776K ﹤0.01% 850
2024
Q3 		$305K Buy
1,081
+489
+83% +$136K ﹤0.01% 955
2024
Q2 		$157K Buy
592
+120
+25% +$31.5K ﹤0.01% 1037
2024
Q1 		$128K Buy
472
+437
+1,249% +$115K ﹤0.01% 1027
2023
Q4 		$8.78K Buy
+35
New +$8.29K ﹤0.01% 1395
2023
Q2 		– Sell
-26
Closed -$6.2K – 1684
2023
Q1 		$6.2K Buy
+26
New +$6.26K ﹤0.01% 1309
2022
Q2 		– Sell
-55
Closed -$14K – 1678
2022
Q1 		$14K Buy
+55
New +$13.6K ﹤0.01% 1152
2021
Q4 		– Sell
-10
Closed -$2K – 1650
2021
Q3 		$2K Buy
10
+9
+900% +$2.31K ﹤0.01% 1291
2021
Q2 		$0 Buy
+1
New +$239 ﹤0.01% 1553
2021
Q1 		– Sell
-38
Closed -$9K – 1546
2020
Q4 		$9K Hold
38
– – ﹤0.01% 949
2020
Q3 		$8K Buy
+38
New +$7.69K ﹤0.01% 942
2020
Q1 		– Sell
-121
Closed -$23K – 1541
2019
Q4 		$23K Buy
+121
New +$21.7K ﹤0.01% 902
2017
Q2 		– Sell
-1
Closed – – 1496
2017
Q1 		$0 Buy
+1
New +$135 ﹤0.01% 1444

Other funds holding VHT

Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

AssetMark Inc's VHT Position: Q3 2026 in Review

AssetMark Inc reduced its Vanguard Health Care ETF (VHT) stake by 0.84% in Q3 2026, selling an estimated $50.8K and leaving 19,235 shares worth $6.08M. The position accounts for 0.01% of the portfolio, ranked #691.

AssetMark Inc first reported a position in VHT in Q1 2017 and has held it in 20 quarters since. 615 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • AssetMark Inc held 19,235 shares of Vanguard Health Care ETF worth $6.08M as of Q3 2026.
  • AssetMark Inc sold 162 Vanguard Health Care ETF shares in Q3 2026, an estimated $50.8K.
  • Vanguard Health Care ETF made up 0.01% of AssetMark Inc's portfolio in Q3 2026, its #691 holding.
  • AssetMark Inc first reported a position in Vanguard Health Care ETF in Q1 2017 and has held it in 20 quarters since.
  • 615 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.