Mosley Wealth Management
VHT icon

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

Mosley 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 		$12.7M Buy
38,695
+1,537
+4% +$482K 3.71% 6
2026
Q2 		$11.1M Buy
37,158
+35,358
+1,964% +$9.8M 3.54% 6
2026
Q1 		$467K Sell
1,800
-308
-15% -$88K 0.21% 98
2025
Q4 		$568K Buy
+2,108
New +$589K 0.26% 85

Other funds holding VHT

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
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM 24.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Mosley Wealth Management increased its Vanguard Health Care ETF (VHT) stake by 4.1% in Q3 2026, buying an estimated $482K and bringing the position to 38,695 shares worth $12.7M. The position accounts for 3.71% of the portfolio, ranked #6.

Mosley Wealth Management first reported a position in VHT in Q4 2025 and has held it in 4 quarters since. 669 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Mosley Wealth Management held 38,695 shares of Vanguard Health Care ETF worth $12.7M as of Q3 2026.
  • Mosley Wealth Management bought 1,537 Vanguard Health Care ETF shares in Q3 2026, an estimated $482K.
  • Vanguard Health Care ETF made up 3.71% of Mosley Wealth Management's portfolio in Q3 2026, its #6 holding.
  • Mosley Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2025 and has held it in 4 quarters since.
  • 669 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.