BOS Asset Management
VHT icon

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

BOS Asset 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 		$762K Buy
2,411
+848
+54% +$266K 0.18% 87
2026
Q2 		$467K Hold
1,563
– – 0.11% 130
2026
Q1 		$426K Hold
1,563
– – 0.11% 138
2025
Q4 		$450K Buy
1,563
+32
+2% +$8.94K 0.12% 128
2025
Q3 		$397K Sell
1,531
-34
-2% -$8.53K 0.11% 129
2025
Q2 		$389K Hold
1,565
– – 0.12% 117
2025
Q1 		$414K Sell
1,565
-118
-7% -$31.4K 0.14% 106
2024
Q4 		$427K Buy
1,683
+394
+31% +$106K 0.15% 101
2024
Q3 		$364K Buy
1,289
+16
+1% +$4.44K 0.13% 106
2024
Q2 		$339K Buy
1,273
+60
+5% +$15.7K 0.16% 102
2024
Q1 		$328K Buy
1,213
+68
+6% +$17.9K 0.17% 95
2023
Q4 		$287K Buy
1,145
+115
+11% +$27.2K 0.2% 114
2023
Q3 		$242K Buy
+1,030
New +$251K 0.18% 124

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

BOS Asset Management's VHT Position: Q3 2026 in Review

BOS Asset Management increased its Vanguard Health Care ETF (VHT) stake by 54% in Q3 2026, buying an estimated $266K and bringing the position to 2,411 shares worth $762K. The position accounts for 0.18% of the portfolio, ranked #87.

BOS Asset Management first reported a position in VHT in Q3 2023 and has held it in 13 quarters since. 927 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • BOS Asset Management held 2,411 shares of Vanguard Health Care ETF worth $762K as of Q3 2026.
  • BOS Asset Management bought 848 Vanguard Health Care ETF shares in Q3 2026, an estimated $266K.
  • Vanguard Health Care ETF made up 0.18% of BOS Asset Management's portfolio in Q3 2026, its #87 holding.
  • BOS Asset Management first reported a position in Vanguard Health Care ETF in Q3 2023 and has held it in 13 quarters since.
  • 927 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.