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

Grant Private 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	$596K	Buy	1,886 +222	+13%	+$69.6K	0.27%	85
2026 Q2	$498K	Hold	1,664	–	–	0.21%	91
2026 Q1	$453K	Buy	1,664 +30	+2%	+$8.58K	0.24%	86
2025 Q4	$470K	Sell	1,634 -23	-1%	-$6.43K	0.28%	78
2025 Q3	$430K	Buy	+1,657	New	+$416K	0.27%	79
2025 Q2	–	Sell	-1,393	Closed	-$369K	–	144
2025 Q1	$369K	Buy	+1,393	New	+$371K	0.4%	73

Other funds holding VHT

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

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 Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Grant Private Wealth Management's VHT Position: Q3 2026 in Review

Grant Private Wealth Management increased its Vanguard Health Care ETF (VHT) stake by 13% in Q3 2026, buying an estimated $69.6K and bringing the position to 1,886 shares worth $596K. The position accounts for 0.27% of the portfolio, ranked #85.

Grant Private Wealth Management first reported a position in VHT in Q1 2025 and has held it in 6 quarters since. 324 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Grant Private Wealth Management held 1,886 shares of Vanguard Health Care ETF worth $596K as of Q3 2026.
Grant Private Wealth Management bought 222 Vanguard Health Care ETF shares in Q3 2026, an estimated $69.6K.
Vanguard Health Care ETF made up 0.27% of Grant Private Wealth Management's portfolio in Q3 2026, its #85 holding.
Grant Private Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2025 and has held it in 6 quarters since.
324 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Grant Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.