Harmony Asset Management
VHT icon

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

Harmony Asset 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 		$361K Hold
1,143
– – 0.09% 152
2026
Q2 		$342K Hold
1,143
– – 0.09% 154
2026
Q1 		$311K Sell
1,143
-32
-3% -$9.15K 0.1% 152
2025
Q4 		$338K Hold
1,175
– – 0.11% 136
2025
Q3 		$305K Hold
1,175
– – 0.11% 138
2025
Q2 		$292K Hold
1,175
– – 0.11% 140
2025
Q1 		$311K Buy
1,175
+100
+9% +$26.6K 0.13% 132
2024
Q4 		$273K Buy
+1,075
New +$290K 0.11% 143

Other funds holding VHT

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
Wheelhouse Advisory Group
Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return
Capital Advantage
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
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Harmony Asset Management's VHT Position: Q3 2026 in Review

Harmony Asset Management held its Vanguard Health Care ETF (VHT) position steady in Q3 2026 at 1,143 shares worth $361K. The position accounts for 0.09% of the portfolio, ranked #152.

Harmony Asset Management first reported a position in VHT in Q4 2024 and has held it in 8 quarters since. 325 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Harmony Asset Management held 1,143 shares of Vanguard Health Care ETF worth $361K as of Q3 2026.
  • Harmony Asset Management left its Vanguard Health Care ETF share count unchanged in Q3 2026.
  • Vanguard Health Care ETF made up 0.09% of Harmony Asset Management's portfolio in Q3 2026, its #152 holding.
  • Harmony Asset Management first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 8 quarters since.
  • 325 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Harmony Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.