NWAM LLC
VHT icon

NWAM LLC’s Vanguard Health Care ETF VHT Stock Holding History

NWAM 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 		$535K Sell
1,693
-6
-0.4% -$1.88K 0.03% 455
2026
Q2 		$508K Buy
1,699
+284
+20% +$79K 0.03% 447
2026
Q1 		$385K Buy
1,415
+39
+3% +$11.1K 0.02% 456
2025
Q4 		$404K Sell
1,376
-112
-8% -$31.3K 0.02% 439
2025
Q3 		$403K Hold
1,488
– – 0.02% 459
2025
Q2 		$359K Buy
1,488
+323
+28% +$79.8K 0.02% 469
2025
Q1 		$308K Buy
1,165
+1
+0.1% +$266 0.03% 399
2024
Q4 		$295K Buy
1,164
+164
+16% +$44.2K 0.02% 485
2024
Q3 		$282K Buy
+1,000
New +$278K 0.02% 506
2024
Q2 		– Sell
-1,138
Closed -$297K – 522
2024
Q1 		$297K Buy
1,138
+330
+41% +$86.7K 0.02% 433
2023
Q4 		$203K Buy
+808
New +$191K 0.02% 529
2023
Q1 		– Sell
-864
Closed -$214K – 554
2022
Q4 		$214K Buy
+864
New +$209K 0.02% 480
2022
Q3 		– Sell
-888
Closed -$211K – 539
2022
Q2 		$211K Buy
+888
New +$214K 0.02% 480
2022
Q1 		– Sell
-935
Closed -$249K – 569
2021
Q4 		$249K Buy
+935
New +$238K 0.02% 447

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

NWAM LLC's VHT Position: Q3 2026 in Review

NWAM LLC reduced its Vanguard Health Care ETF (VHT) stake by 0.35% in Q3 2026, selling an estimated $1.88K and leaving 1,693 shares worth $535K. The position accounts for 0.03% of the portfolio, ranked #455.

NWAM LLC first reported a position in VHT in Q4 2021 and has held it in 14 quarters since. 1,030 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • NWAM LLC held 1,693 shares of Vanguard Health Care ETF worth $535K as of Q3 2026.
  • NWAM LLC sold 6 Vanguard Health Care ETF shares in Q3 2026, an estimated $1.88K.
  • Vanguard Health Care ETF made up 0.03% of NWAM LLC's portfolio in Q3 2026, its #455 holding.
  • NWAM LLC first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 14 quarters since.
  • 1,030 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on NWAM LLC's 13F filing for Q3 2026, filed 9 Nov 2026.