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 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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

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

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

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Grant Private Wealth Management's VHT Position: Q2 2026 in Review

Grant Private Wealth Management held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 1,664 shares worth $498K. The position accounts for 0.21% of the portfolio, ranked #91.

Grant Private Wealth Management first reported a position in VHT in Q1 2025 and has held it in 5 quarters since. 180 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Grant Private Wealth Management held 1,664 shares of Vanguard Health Care ETF worth $498K as of Q2 2026.
Grant Private Wealth Management left its Vanguard Health Care ETF share count unchanged in Q2 2026.
Vanguard Health Care ETF made up 0.21% of Grant Private Wealth Management's portfolio in Q2 2026, its #91 holding.
Grant Private Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2025 and has held it in 5 quarters since.
180 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.