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DWM Financial Group’s Vanguard Health Care ETF VHT Stock Holding History

DWM Financial 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 		$243K Buy
+846
New +$235K 0.22% 33

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DWM Financial Group's VHT Position: Q2 2026 in Review

DWM Financial Group opened a new position in Vanguard Health Care ETF (VHT) in Q2 2026: 846 shares worth $243K. The stake represents 0.22% of the portfolio and ranks #33 among its holdings.

1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • DWM Financial Group held 846 shares of Vanguard Health Care ETF worth $243K as of Q2 2026.
  • Vanguard Health Care ETF was a new DWM Financial Group position in Q2 2026.
  • Vanguard Health Care ETF made up 0.22% of DWM Financial Group's portfolio in Q2 2026, its #33 holding.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on DWM Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.