Mission Wealth Management
VHT icon

Mission Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Mission Wealth Management’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 		$2.18M Sell
6,911
-1,920
-22% -$602K 0.03% 250
2026
Q2 		$2.64M Buy
8,831
+4,128
+88% +$1.15M 0.03% 261
2026
Q1 		$1.28M Sell
4,703
-467
-9% -$134K 0.03% 284
2025
Q4 		$1.49M Buy
5,170
+93
+2% +$26K 0.03% 261
2025
Q3 		$1.32M Buy
5,077
+578
+13% +$145K 0.03% 280
2025
Q2 		$1.12M Sell
4,499
-356
-7% -$88K 0.02% 308
2025
Q1 		$1.29M Buy
4,855
+307
+7% +$81.8K 0.03% 251
2024
Q4 		$1.15M Sell
4,548
-383
-8% -$103K 0.03% 257
2024
Q3 		$1.39M Sell
4,931
-286
-5% -$79.4K 0.03% 229
2024
Q2 		$1.39M Sell
5,217
-2,745
-34% -$720K 0.04% 216
2024
Q1 		$2.15M Buy
7,962
+2,700
+51% +$709K 0.06% 174
2023
Q4 		$1.32M Sell
5,262
-1,703
-24% -$403K 0.04% 197
2023
Q3 		$1.64M Sell
6,965
-706
-9% -$172K 0.06% 156
2023
Q2 		$1.88M Buy
7,671
+208
+3% +$50.6K 0.07% 140
2023
Q1 		$1.78M Buy
7,463
+722
+11% +$174K 0.07% 144
2022
Q4 		$1.67M Buy
6,741
+1,696
+34% +$411K 0.08% 136
2022
Q3 		$1.13M Buy
5,045
+20
+0.4% +$4.77K 0.06% 171
2022
Q2 		$1.18M Buy
5,025
+893
+22% +$215K 0.06% 170
2022
Q1 		$1.05M Sell
4,132
-595
-13% -$147K 0.05% 197
2021
Q4 		$1.26M Buy
4,727
+1,071
+29% +$273K 0.06% 168
2021
Q3 		$904K Buy
3,656
+121
+3% +$31K 0.05% 194
2021
Q2 		$874K Buy
3,535
+589
+20% +$141K 0.05% 188
2021
Q1 		$674K Buy
2,946
+962
+48% +$221K 0.04% 208
2020
Q4 		$444K Buy
+1,984
New +$424K 0.03% 263

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
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mission Wealth Management's VHT Position: Q3 2026 in Review

Mission Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 22% in Q3 2026, selling an estimated $602K and leaving 6,911 shares worth $2.18M. The position accounts for 0.03% of the portfolio, ranked #250.

Mission Wealth Management first reported a position in VHT in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.64M in Q2 2026. 363 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Mission Wealth Management held 6,911 shares of Vanguard Health Care ETF worth $2.18M as of Q3 2026.
  • Mission Wealth Management sold 1,920 Vanguard Health Care ETF shares in Q3 2026, an estimated $602K.
  • Vanguard Health Care ETF made up 0.03% of Mission Wealth Management's portfolio in Q3 2026, its #250 holding.
  • Mission Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 24 quarters since.
  • Mission Wealth Management's Vanguard Health Care ETF position peaked at $2.64M in Q2 2026.
  • 363 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.