NWF Advisory Services’s Vanguard Health Care ETF VHT Stock Holding History

NWF 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	$1.48M	Sell	4,964 -922	-16%	-$256K	0.14%	117
2026 Q1	$1.6M	Sell	5,886 -1,054	-15%	-$301K	0.18%	97
2025 Q4	$2M	Buy	6,940 +240	+4%	+$67.1K	0.22%	80
2025 Q3	$1.74M	Sell	6,700 -134	-2%	-$33.6K	0.19%	93
2025 Q2	$1.7M	Buy	6,834 +612	+10%	+$151K	0.2%	84
2025 Q1	$1.65M	Buy	6,222 +303	+5%	+$80.7K	0.23%	81
2024 Q4	$1.5M	Buy	5,919 +704	+13%	+$190K	0.22%	73
2024 Q3	$1.47M	Buy	5,215 +1,200	+30%	+$333K	0.21%	86
2024 Q2	$1.07M	Buy	4,015 +580	+17%	+$152K	0.17%	95
2024 Q1	$929K	Buy	3,435 +750	+28%	+$197K	0.16%	108
2023 Q4	$673K	Sell	2,685 -268	-9%	-$63.5K	0.13%	124
2023 Q3	$694K	Sell	2,953 -571	-16%	-$139K	0.16%	102
2023 Q2	$863K	Hold	3,524	–	–	0.2%	96
2023 Q1	$863K	Buy	+3,524	New	+$848K	0.2%	96

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

NWF Advisory Services's VHT Position: Q2 2026 in Review

NWF Advisory Services reduced its Vanguard Health Care ETF (VHT) stake by 16% in Q2 2026, selling an estimated $256K and leaving 4,964 shares worth $1.48M. The position accounts for 0.14% of the portfolio, ranked #117.

NWF Advisory Services first reported a position in VHT in Q1 2023 and has held it in 14 quarters since. The position peaked at $2M in Q4 2025. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

NWF Advisory Services held 4,964 shares of Vanguard Health Care ETF worth $1.48M as of Q2 2026.
NWF Advisory Services sold 922 Vanguard Health Care ETF shares in Q2 2026, an estimated $256K.
Vanguard Health Care ETF made up 0.14% of NWF Advisory Services's portfolio in Q2 2026, its #117 holding.
NWF Advisory Services first reported a position in Vanguard Health Care ETF in Q1 2023 and has held it in 14 quarters since.
NWF Advisory Services's Vanguard Health Care ETF position peaked at $2M in Q4 2025.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.