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McAdam LLC’s Vanguard Health Care ETF VHT Stock Holding History

McAdam LLC’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
Q1 		$267K Buy
981
+47
+5% +$13.4K 0.01% 365
2025
Q4 		$269K Sell
934
-3
-0.3% -$838 0.01% 345
2025
Q3 		$243K Sell
937
-366
-28% -$91.8K 0.01% 351
2025
Q2 		$324K Buy
1,303
+105
+9% +$26K 0.02% 273
2025
Q1 		$317K Sell
1,198
-277
-19% -$73.8K 0.02% 255
2024
Q4 		$374K Buy
1,475
+121
+9% +$32.6K 0.02% 239
2024
Q3 		$382K Sell
1,354
-218
-14% -$60.6K 0.02% 223
2024
Q2 		$418K Buy
1,572
+217
+16% +$56.9K 0.03% 193
2024
Q1 		$367K Buy
1,355
+48
+4% +$12.6K 0.02% 201
2023
Q4 		$328K Buy
1,307
+41
+3% +$9.71K 0.02% 205
2023
Q3 		$298K Buy
1,266
+49
+4% +$11.9K 0.02% 206
2023
Q2 		$298K Buy
1,217
+10
+0.8% +$2.43K 0.02% 205
2023
Q1 		$288K Buy
+1,207
New +$290K 0.03% 205
2018
Q4 		– Sell
-16
Closed -$3K – 590
2018
Q3 		$3K Hold
16
– – ﹤0.01% 486
2018
Q2 		$2K Hold
16
– – ﹤0.01% 510
2018
Q1 		$2K Buy
+16
New +$2.55K ﹤0.01% 572

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

McAdam LLC's VHT Position: Q1 2026 in Review

McAdam LLC increased its Vanguard Health Care ETF (VHT) stake by 5% in Q1 2026, buying an estimated $13.4K and bringing the position to 981 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #365.

McAdam LLC first reported a position in VHT in Q1 2018 and has held it in 16 quarters since. The position peaked at $418K in Q2 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • McAdam LLC held 981 shares of Vanguard Health Care ETF worth $267K as of Q1 2026.
  • McAdam LLC bought 47 Vanguard Health Care ETF shares in Q1 2026, an estimated $13.4K.
  • Vanguard Health Care ETF made up 0.01% of McAdam LLC's portfolio in Q1 2026, its #365 holding.
  • McAdam LLC first reported a position in Vanguard Health Care ETF in Q1 2018 and has held it in 16 quarters since.
  • McAdam LLC's Vanguard Health Care ETF position peaked at $418K in Q2 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on McAdam LLC's 13F filing for Q1 2026, filed 8 May 2026.