KLCM Advisors
VHT icon

KLCM Advisors’s Vanguard Health Care ETF VHT Stock Holding History

KLCM 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 		$316K Sell
1,000
-4
-0.4% -$1.25K 0.02% 216
2026
Q2 		$300K Buy
1,004
+4
+0.4% +$1.11K 0.02% 221
2026
Q1 		$272K Hold
1,000
– – 0.02% 214
2025
Q4 		$288K Buy
+1,000
New +$279K 0.02% 196

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

KLCM Advisors's VHT Position: Q3 2026 in Review

KLCM Advisors reduced its Vanguard Health Care ETF (VHT) stake by 0.4% in Q3 2026, selling an estimated $1.25K and leaving 1,000 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #216.

KLCM Advisors first reported a position in VHT in Q4 2025 and has held it in 4 quarters since. 1,030 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • KLCM Advisors held 1,000 shares of Vanguard Health Care ETF worth $316K as of Q3 2026.
  • KLCM Advisors sold 4 Vanguard Health Care ETF shares in Q3 2026, an estimated $1.25K.
  • Vanguard Health Care ETF made up 0.02% of KLCM Advisors's portfolio in Q3 2026, its #216 holding.
  • KLCM Advisors first reported a position in Vanguard Health Care ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,030 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on KLCM Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.