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

CWA Asset Management Group’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 		$628K Sell
2,099
-227
-10% -$63.1K 0.02% 461
2026
Q1 		$633K Buy
2,326
+114
+5% +$32.6K 0.02% 447
2025
Q4 		$637K Hold
2,212
– – 0.02% 419
2025
Q3 		$574K Sell
2,212
-150
-6% -$37.6K 0.02% 452
2025
Q2 		$587K Sell
2,362
-302
-11% -$74.6K 0.02% 433
2025
Q1 		$705K Sell
2,664
-410
-13% -$109K 0.03% 365
2024
Q4 		$780K Buy
3,074
+210
+7% +$56.6K 0.04% 304
2024
Q3 		$808K Buy
+2,864
New +$796K 0.04% 282
2024
Q1 		$776K Sell
2,870
-123
-4% -$32.3K 0.05% 261
2023
Q4 		$750K Sell
2,993
-201
-6% -$47.6K 0.05% 198
2023
Q3 		$751K Buy
3,194
+603
+23% +$147K 0.06% 164
2023
Q2 		$634K Hold
2,591
– – 0.04% 177
2023
Q1 		$618K Buy
+2,591
New +$624K 0.05% 171
2022
Q4 		– Sell
-982
Closed -$220K – 339
2022
Q3 		$220K Sell
982
-78
-7% -$18.6K 0.02% 274
2022
Q2 		$250K Buy
1,060
+79
+8% +$19K 0.02% 251
2022
Q1 		$249K Sell
981
-687
-41% -$170K 0.02% 257
2021
Q4 		$444K Sell
1,668
-540
-24% -$138K 0.03% 198
2021
Q3 		$546K Buy
2,208
+329
+18% +$84.4K 0.04% 174
2021
Q2 		$468K Buy
1,879
+21
+1% +$5.02K 0.04% 184
2021
Q1 		$425K Buy
1,858
+54
+3% +$12.4K 0.04% 179
2020
Q4 		$404K Buy
1,804
+137
+8% +$29.3K 0.04% 181
2020
Q3 		$340K Buy
+1,667
New +$337K 0.05% 166
2020
Q1 		– Sell
-1,247
Closed -$239K – 270
2019
Q4 		$239K Buy
+1,247
New +$224K 0.04% 199

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

CWA Asset Management Group's VHT Position: Q2 2026 in Review

CWA Asset Management Group reduced its Vanguard Health Care ETF (VHT) stake by 9.8% in Q2 2026, selling an estimated $63.1K and leaving 2,099 shares worth $628K. The position accounts for 0.02% of the portfolio, ranked #461.

CWA Asset Management Group first reported a position in VHT in Q4 2019 and has held it in 23 quarters since. The position peaked at $808K in Q3 2024. 244 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • CWA Asset Management Group held 2,099 shares of Vanguard Health Care ETF worth $628K as of Q2 2026.
  • CWA Asset Management Group sold 227 Vanguard Health Care ETF shares in Q2 2026, an estimated $63.1K.
  • Vanguard Health Care ETF made up 0.02% of CWA Asset Management Group's portfolio in Q2 2026, its #461 holding.
  • CWA Asset Management Group first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 23 quarters since.
  • CWA Asset Management Group's Vanguard Health Care ETF position peaked at $808K in Q3 2024.
  • 244 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.