J.W. Cole Advisors
VHT icon

J.W. Cole Advisors’s Vanguard Health Care ETF VHT Stock Holding History

J.W. Cole Advisors’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 		$8.19M Buy
25,904
+2,612
+11% +$818K 0.14% 152
2026
Q2 		$6.96M Sell
23,292
-576
-2% -$160K 0.12% 178
2026
Q1 		$6.5M Buy
23,868
+131
+0.6% +$37.4K 0.22% 90
2025
Q4 		$6.51M Sell
23,737
-969
-4% -$271K 0.16% 130
2025
Q3 		$6.41M Sell
24,706
-1,652
-6% -$414K 0.12% 170
2025
Q2 		$6.55M Buy
26,358
+2,471
+10% +$611K 0.14% 156
2025
Q1 		$6.32M Buy
23,887
+16,203
+211% +$4.32M 0.2% 110
2024
Q4 		$1.95M Sell
7,684
-453
-6% -$122K 0.08% 251
2024
Q3 		$2.3M Sell
8,137
-481
-6% -$134K 0.1% 218
2024
Q2 		$2.29M Sell
8,618
-705
-8% -$185K 0.11% 195
2024
Q1 		$2.52M Buy
9,323
+494
+6% +$130K 0.13% 175
2023
Q4 		$2.21M Sell
8,829
-4,882
-36% -$1.16M 0.13% 178
2023
Q3 		$3.22M Buy
13,711
+1,266
+10% +$309K 0.24% 103
2023
Q2 		$3.05M Sell
12,445
-57
-0.5% -$13.9K 0.22% 111
2023
Q1 		$2.98M Sell
12,502
-23
-0.2% -$5.54K 0.21% 119
2022
Q4 		$3.11M Buy
12,525
+4,280
+52% +$1.04M 0.24% 107
2022
Q3 		$1.84M Sell
8,245
-5
-0.1% -$1.19K 0.15% 156
2022
Q2 		$1.94M Sell
8,250
-1,069
-11% -$258K 0.15% 159
2022
Q1 		$2.37M Sell
9,319
-371
-4% -$91.7K 0.16% 155
2021
Q4 		$2.58M Buy
+9,690
New +$2.47M 0.17% 146
2021
Q3 		– Sell
-8,125
Closed -$2.01M – 769
2021
Q2 		$2.01M Buy
8,125
+1,737
+27% +$415K 0.16% 153
2021
Q1 		$1.46M Buy
6,388
+182
+3% +$41.7K 0.14% 183
2020
Q4 		$1.39M Sell
6,206
-13,799
-69% -$2.95M 0.14% 173
2020
Q3 		$4.08M Buy
+20,005
New +$4.05M 0.31% 77
2020
Q1 		– Sell
-12,016
Closed -$2.3M – 488
2019
Q4 		$2.3M Buy
+12,016
New +$2.15M 0.29% 94

Other funds holding VHT

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
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

J.W. Cole Advisors's VHT Position: Q3 2026 in Review

J.W. Cole Advisors increased its Vanguard Health Care ETF (VHT) stake by 11% in Q3 2026, buying an estimated $818K and bringing the position to 25,904 shares worth $8.19M. The position accounts for 0.14% of the portfolio, ranked #152.

J.W. Cole Advisors first reported a position in VHT in Q4 2019 and has held it in 25 quarters since. 813 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • J.W. Cole Advisors held 25,904 shares of Vanguard Health Care ETF worth $8.19M as of Q3 2026.
  • J.W. Cole Advisors bought 2,612 Vanguard Health Care ETF shares in Q3 2026, an estimated $818K.
  • Vanguard Health Care ETF made up 0.14% of J.W. Cole Advisors's portfolio in Q3 2026, its #152 holding.
  • J.W. Cole Advisors first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 25 quarters since.
  • 813 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on J.W. Cole Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.