McAdam LLC
VHT icon

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
Q3 		$336K Buy
1,064
+17
+2% +$5.33K 0.01% 362
2026
Q2 		$313K Buy
1,047
+66
+7% +$18.3K 0.01% 374
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% +$9.7K 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

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
Wheelhouse Advisory Group
Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

McAdam LLC's VHT Position: Q3 2026 in Review

McAdam LLC increased its Vanguard Health Care ETF (VHT) stake by 1.6% in Q3 2026, buying an estimated $5.33K and bringing the position to 1,064 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #362.

McAdam LLC first reported a position in VHT in Q1 2018 and has held it in 18 quarters since. The position peaked at $418K in Q2 2024. 430 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • McAdam LLC held 1,064 shares of Vanguard Health Care ETF worth $336K as of Q3 2026.
  • McAdam LLC bought 17 Vanguard Health Care ETF shares in Q3 2026, an estimated $5.33K.
  • Vanguard Health Care ETF made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #362 holding.
  • McAdam LLC first reported a position in Vanguard Health Care ETF in Q1 2018 and has held it in 18 quarters since.
  • McAdam LLC's Vanguard Health Care ETF position peaked at $418K in Q2 2024.
  • 430 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.