New Perspectives Inc’s Vanguard Health Care ETF VHT Stock Holding History

New Perspectives Inc’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	$449K	Hold	1,422	–	–	0.14%	27
2026 Q2	$425K	Hold	1,422	–	–	0.13%	26
2026 Q1	$387K	Sell	1,422 -50	-3%	-$14.3K	0.13%	24
2025 Q4	$424K	Sell	1,472 -180	-11%	-$50.3K	0.15%	23
2025 Q3	$429K	Sell	1,652 -180	-10%	-$45.2K	0.19%	24
2025 Q2	$455K	Hold	1,832	–	–	0.23%	21
2025 Q1	$485K	Hold	1,832	–	–	0.26%	20
2024 Q4	$465K	Hold	1,832	–	–	0.25%	19
2024 Q3	$517K	Hold	1,832	–	–	0.28%	19
2024 Q2	$487K	Hold	1,832	–	–	0.26%	16
2024 Q1	$496K	Buy	+1,832	New	+$481K	0.27%	16
2022 Q4	$578K	Sell	2,332 -100	-4%	-$24.2K	0.44%	15
2022 Q3	$544K	Sell	2,432 -100	-4%	-$23.9K	0.47%	13
2022 Q2	$596K	Hold	2,532	–	–	0.49%	14
2022 Q1	$644K	Sell	2,532 -390	-13%	-$96.4K	0.46%	14
2021 Q4	$778K	Hold	2,922	–	–	0.55%	14
2021 Q3	$722K	Hold	2,922	–	–	0.53%	14
2021 Q2	$722K	Buy	+2,922	New	+$698K	0.56%	14

Other funds holding VHT

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

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

New Perspectives Inc's VHT Position: Q3 2026 in Review

New Perspectives Inc held its Vanguard Health Care ETF (VHT) position steady in Q3 2026 at 1,422 shares worth $449K. The position accounts for 0.14% of the portfolio, ranked #27.

New Perspectives Inc first reported a position in VHT in Q2 2021 and has held it in 18 quarters since. The position peaked at $778K in Q4 2021. 412 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

New Perspectives Inc held 1,422 shares of Vanguard Health Care ETF worth $449K as of Q3 2026.
New Perspectives Inc left its Vanguard Health Care ETF share count unchanged in Q3 2026.
Vanguard Health Care ETF made up 0.14% of New Perspectives Inc's portfolio in Q3 2026, its #27 holding.
New Perspectives Inc first reported a position in Vanguard Health Care ETF in Q2 2021 and has held it in 18 quarters since.
New Perspectives Inc's Vanguard Health Care ETF position peaked at $778K in Q4 2021.
412 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on New Perspectives Inc's 13F filing for Q3 2026, filed 14 Oct 2026.