N.E.W. Advisory Services’s Vanguard Health Care ETF VHT Stock Holding History

N.E.W. Advisory Services’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 Q2	$1.35M	Sell	4,503 -155	-3%	-$43.1K	0.09%	88
2026 Q1	$1.27M	Buy	4,658 +146	+3%	+$41.7K	0.09%	85
2025 Q4	$1.3M	Sell	4,512 -17	-0.4%	-$4.75K	0.1%	80
2025 Q3	$1.18M	Sell	4,529 -75	-2%	-$18.8K	0.11%	67
2025 Q2	$1.14M	Sell	4,604 -1,428	-24%	-$353K	0.11%	66
2025 Q1	$1.6M	Buy	6,032 +808	+15%	+$215K	0.12%	70
2024 Q4	$1.33M	Buy	5,224 +119	+2%	+$32.1K	0.13%	70
2024 Q3	$1.44M	Buy	5,105 +39	+0.8%	+$10.8K	0.14%	64
2024 Q2	$1.35M	Sell	5,066 -677	-12%	-$177K	0.15%	62
2024 Q1	$1.55M	Buy	5,743 +186	+3%	+$48.9K	0.17%	61
2023 Q4	$1.39M	Sell	5,557 -24	-0.4%	-$5.68K	0.17%	59
2023 Q3	$1.31M	Sell	5,581 -63	-1%	-$15.4K	0.19%	59
2023 Q2	$1.38M	Sell	5,644 -28	-0.5%	-$6.81K	0.19%	50
2023 Q1	$1.35M	Sell	5,672 -25	-0.4%	-$6.02K	0.2%	47
2022 Q4	$1.41M	Buy	5,697 +4	+0.1%	+$970	0.22%	46
2022 Q3	$1.27M	Sell	5,693 -210	-4%	-$50.1K	0.23%	45
2022 Q2	$1.39M	Sell	5,903 -1,304	-18%	-$314K	0.24%	42
2022 Q1	$1.65M	Buy	7,207 +1,151	+19%	+$284K	0.31%	37
2021 Q4	$1.61M	Sell	6,056 -36	-0.6%	-$9.18K	0.24%	41
2021 Q3	$1.51M	Sell	6,092 -200	-3%	-$51.3K	0.25%	41
2021 Q2	$1.55M	Sell	6,292 -915	-13%	-$219K	0.26%	39
2021 Q1	$1.65M	Sell	7,207 -596	-8%	-$137K	0.31%	38
2020 Q4	$1.75M	Sell	7,803 -821	-10%	-$175K	0.37%	41
2020 Q3	$1.76M	Sell	8,624 -184	-2%	-$37.2K	0.5%	33
2020 Q2	$1.7M	Buy	+8,808	New	+$1.65M	0.53%	33
2019 Q4	$1.96M	Buy	+10,193	New	+$1.83M	0.63%	26

Other funds holding VHT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

N.E.W. Advisory Services's VHT Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Vanguard Health Care ETF (VHT) stake by 3.3% in Q2 2026, selling an estimated $43.1K and leaving 4,503 shares worth $1.35M. The position accounts for 0.09% of the portfolio, ranked #88.

N.E.W. Advisory Services first reported a position in VHT in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.96M in Q4 2019. 828 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

N.E.W. Advisory Services held 4,503 shares of Vanguard Health Care ETF worth $1.35M as of Q2 2026.
N.E.W. Advisory Services sold 155 Vanguard Health Care ETF shares in Q2 2026, an estimated $43.1K.
Vanguard Health Care ETF made up 0.09% of N.E.W. Advisory Services's portfolio in Q2 2026, its #88 holding.
N.E.W. Advisory Services first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 26 quarters since.
N.E.W. Advisory Services's Vanguard Health Care ETF position peaked at $1.96M in Q4 2019.
828 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.