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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NWAM LLC's VHT Position: Q1 2026 in Review

NWAM LLC increased its Vanguard Health Care ETF (VHT) stake by 2.8% in Q1 2026, buying an estimated $11.1K and bringing the position to 1,415 shares worth $385K. The position accounts for 0.02% of the portfolio, ranked #456.

NWAM LLC first reported a position in VHT in Q4 2021 and has held it in 12 quarters since. The position peaked at $404K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • NWAM LLC held 1,415 shares of Vanguard Health Care ETF worth $385K as of Q1 2026.
  • NWAM LLC bought 39 Vanguard Health Care ETF shares in Q1 2026, an estimated $11.1K.
  • Vanguard Health Care ETF made up 0.02% of NWAM LLC's portfolio in Q1 2026, its #456 holding.
  • NWAM LLC first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 12 quarters since.
  • NWAM LLC's Vanguard Health Care ETF position peaked at $404K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.