Independent Wealth Network’s Vanguard Health Care ETF VHT Stock Holding History

Independent Wealth Network’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	$258K	Buy	817 +42	+5%	+$13.2K	0.07%	264
2026 Q2	$232K	Buy	+775	New	+$215K	0.06%	286
2024 Q3	–	Sell	-802	Closed	-$213K	–	235
2024 Q2	$213K	Sell	802 -30	-4%	-$7.86K	0.1%	198
2024 Q1	$225K	Sell	832 -2	-0.2%	-$525	0.11%	189
2023 Q4	$209K	Sell	834 -77	-8%	-$18.2K	0.11%	199
2023 Q3	$214K	Buy	911 +56	+7%	+$13.6K	0.13%	182
2023 Q2	$209K	Buy	855 +6	+0.7%	+$1.46K	0.13%	188
2023 Q1	$202K	Sell	849 -179	-17%	-$43.1K	0.13%	180
2022 Q4	$255K	Sell	1,028 -37	-3%	-$8.97K	0.17%	142
2022 Q3	$238K	Buy	1,065 +62	+6%	+$14.8K	0.19%	145
2022 Q2	$236K	Sell	1,003 -230	-19%	-$55.4K	0.17%	148
2022 Q1	$314K	Buy	1,233 +123	+11%	+$30.4K	0.2%	136
2021 Q4	$296K	Buy	1,110 +65	+6%	+$16.6K	0.18%	136
2021 Q3	$274K	Buy	+1,045	New	+$268K	0.18%	146

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

WAG

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

CMA

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

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Independent Wealth Network's VHT Position: Q3 2026 in Review

Independent Wealth Network increased its Vanguard Health Care ETF (VHT) stake by 5.4% in Q3 2026, buying an estimated $13.2K and bringing the position to 817 shares worth $258K. The position accounts for 0.07% of the portfolio, ranked #264.

Independent Wealth Network first reported a position in VHT in Q3 2021 and has held it in 14 quarters since. The position peaked at $314K in Q1 2022. 266 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Independent Wealth Network held 817 shares of Vanguard Health Care ETF worth $258K as of Q3 2026.
Independent Wealth Network bought 42 Vanguard Health Care ETF shares in Q3 2026, an estimated $13.2K.
Vanguard Health Care ETF made up 0.07% of Independent Wealth Network's portfolio in Q3 2026, its #264 holding.
Independent Wealth Network first reported a position in Vanguard Health Care ETF in Q3 2021 and has held it in 14 quarters since.
Independent Wealth Network's Vanguard Health Care ETF position peaked at $314K in Q1 2022.
266 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.