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

Howard 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 		$1.67M Sell
5,268
-29
-0.5% -$9.09K 0.6% 42
2026
Q2 		$1.58M Sell
5,297
-86
-2% -$23.9K 0.59% 42
2026
Q1 		$1.47M Sell
5,383
-142
-3% -$40.6K 0.62% 45
2025
Q4 		$1.59M Sell
5,525
-101
-2% -$28.2K 0.69% 40
2025
Q3 		$1.46M Sell
5,626
-8
-0.1% -$2.01K 0.67% 44
2025
Q2 		$1.4M Sell
5,634
-48
-0.8% -$11.9K 0.71% 38
2025
Q1 		$1.5M Sell
5,682
-73
-1% -$19.4K 0.84% 36
2024
Q4 		$1.46M Buy
5,755
+11
+0.2% +$2.96K 0.79% 37
2024
Q3 		$1.62M Buy
5,744
+34
+0.6% +$9.44K 0.94% 30
2024
Q2 		$1.52M Buy
5,710
+509
+10% +$133K 1.2% 20
2024
Q1 		$1.41M Sell
5,201
-207
-4% -$54.4K 1.14% 22
2023
Q4 		$1.35M Sell
5,408
-15
-0.3% -$3.55K 1.13% 22
2023
Q3 		$1.28M Sell
5,423
-41
-0.8% -$10K 1.18% 20
2023
Q2 		$1.34M Buy
5,464
+24
+0.4% +$5.84K 1.16% 19
2023
Q1 		$1.3M Buy
5,440
+77
+1% +$18.5K 1.08% 22
2022
Q4 		$1.33M Buy
5,363
+429
+9% +$104K 1.09% 24
2022
Q3 		$1.1M Buy
+4,934
New +$1.18M 0.78% 40
2022
Q2 		– Sell
-4,809
Closed -$1.22M – 126
2022
Q1 		$1.22M Buy
4,809
+86
+2% +$21.2K 0.67% 45
2021
Q4 		$1.26M Buy
4,723
+31
+0.7% +$7.9K 0.66% 44
2021
Q3 		$1.16M Sell
4,692
-106
-2% -$27.2K 0.65% 43
2021
Q2 		$1.18M Sell
4,798
-47
-1% -$11.2K 0.65% 41
2021
Q1 		$1.11M Sell
4,845
-35
-0.7% -$8.03K 0.65% 41
2020
Q4 		$1.09M Buy
4,880
+245
+5% +$52.4K 0.68% 40
2020
Q3 		$945K Buy
4,635
+900
+24% +$182K 0.67% 41
2020
Q2 		$719K Buy
3,735
+892
+31% +$167K 0.59% 43
2020
Q1 		$472K Buy
2,843
+205
+8% +$37.5K 0.5% 52
2019
Q4 		$505K Buy
+2,638
New +$473K 0.42% 59

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 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

Howard Wealth Management's VHT Position: Q3 2026 in Review

Howard Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 0.55% in Q3 2026, selling an estimated $9.09K and leaving 5,268 shares worth $1.67M. The position accounts for 0.6% of the portfolio, ranked #42.

Howard Wealth Management first reported a position in VHT in Q4 2019 and has held it in 27 quarters since. 1,030 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Howard Wealth Management held 5,268 shares of Vanguard Health Care ETF worth $1.67M as of Q3 2026.
  • Howard Wealth Management sold 29 Vanguard Health Care ETF shares in Q3 2026, an estimated $9.09K.
  • Vanguard Health Care ETF made up 0.6% of Howard Wealth Management's portfolio in Q3 2026, its #42 holding.
  • Howard Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,030 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.