Daymark Wealth Partners
VHT icon

Daymark Wealth Partners’s Vanguard Health Care ETF VHT Stock Holding History

Daymark Wealth Partners’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 		$487K Buy
1,541
+166
+12% +$52K 0.01% 532
2026
Q2 		$411K Sell
1,375
-227
-14% -$63.1K 0.01% 537
2026
Q1 		$436K Sell
1,602
-234
-13% -$66.9K 0.01% 462
2025
Q4 		$529K Buy
1,836
+82
+5% +$22.9K 0.02% 378
2025
Q3 		$455K Sell
1,754
-1,175
-40% -$295K 0.02% 398
2025
Q2 		$727K Sell
2,929
-97
-3% -$24K 0.03% 303
2025
Q1 		$801K Buy
3,026
+1,233
+69% +$328K 0.03% 271
2024
Q4 		$455K Sell
1,793
-369
-17% -$99.4K 0.02% 341
2024
Q3 		$610K Buy
2,162
+1,027
+90% +$285K 0.03% 306
2024
Q2 		$302K Buy
+1,135
New +$298K 0.01% 399

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

Daymark Wealth Partners's VHT Position: Q3 2026 in Review

Daymark Wealth Partners increased its Vanguard Health Care ETF (VHT) stake by 12% in Q3 2026, buying an estimated $52K and bringing the position to 1,541 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #532.

Daymark Wealth Partners first reported a position in VHT in Q2 2024 and has held it in 10 quarters since. The position peaked at $801K in Q1 2025. 970 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Daymark Wealth Partners held 1,541 shares of Vanguard Health Care ETF worth $487K as of Q3 2026.
  • Daymark Wealth Partners bought 166 Vanguard Health Care ETF shares in Q3 2026, an estimated $52K.
  • Vanguard Health Care ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q3 2026, its #532 holding.
  • Daymark Wealth Partners first reported a position in Vanguard Health Care ETF in Q2 2024 and has held it in 10 quarters since.
  • Daymark Wealth Partners's Vanguard Health Care ETF position peaked at $801K in Q1 2025.
  • 970 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.