Axxcess Wealth Management
VHT icon

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

Axxcess 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
Q3 		$1.69M Sell
5,331
-34,170
-87% -$10.7M 0.07% 271
2026
Q2 		$11.8M Sell
39,501
-539
-1% -$150K 0.19% 115
2026
Q1 		$10.9M Buy
40,040
+493
+1% +$141K 0.35% 65
2025
Q4 		$11.4M Buy
39,547
+34,779
+729% +$9.7M 0.2% 100
2025
Q3 		$1.24M Buy
4,768
+105
+2% +$26.3K 0.03% 407
2025
Q2 		$1.16M Buy
4,663
+77
+2% +$19K 0.03% 393
2025
Q1 		$1.21M Buy
4,586
+1,338
+41% +$356K 0.03% 348
2024
Q4 		$824K Buy
3,248
+20
+0.6% +$5.39K 0.02% 440
2024
Q3 		$911K Sell
3,228
-526
-14% -$146K 0.02% 407
2024
Q2 		$999K Sell
3,754
-293
-7% -$76.8K 0.03% 377
2024
Q1 		$1.09M Sell
4,047
-187
-4% -$49.1K 0.03% 355
2023
Q4 		$1.06M Buy
4,234
+1,832
+76% +$434K 0.03% 346
2023
Q3 		$565K Buy
+2,402
New +$586K 0.02% 442
2022
Q2 		– Sell
-11,468
Closed -$2.92M – 677
2022
Q1 		$2.92M Buy
11,468
+308
+3% +$76.1K 0.23% 90
2021
Q4 		$2.97M Buy
+11,160
New +$2.85M 0.22% 87

Other funds holding VHT

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 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
Wheelhouse Advisory Group
Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Axxcess Wealth Management's VHT Position: Q3 2026 in Review

Axxcess Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 87% in Q3 2026, selling an estimated $10.7M and leaving 5,331 shares worth $1.69M. The position accounts for 0.07% of the portfolio, ranked #271.

Axxcess Wealth Management first reported a position in VHT in Q4 2021 and has held it in 15 quarters since. The position peaked at $11.8M in Q2 2026. 313 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Axxcess Wealth Management held 5,331 shares of Vanguard Health Care ETF worth $1.69M as of Q3 2026.
  • Axxcess Wealth Management sold 34,170 Vanguard Health Care ETF shares in Q3 2026, an estimated $10.7M.
  • Vanguard Health Care ETF made up 0.07% of Axxcess Wealth Management's portfolio in Q3 2026, its #271 holding.
  • Axxcess Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 15 quarters since.
  • Axxcess Wealth Management's Vanguard Health Care ETF position peaked at $11.8M in Q2 2026.
  • 313 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.