Pacific Asset Management’s Vanguard Health Care ETF VHT Stock Holding History

Pacific Asset Management’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	$328K	Hold	1,038	–	–	0.16%	52
2026 Q2	$310K	Hold	1,038	–	–	0.15%	55
2026 Q1	$283K	Hold	1,038	–	–	0.16%	55
2025 Q4	$299K	Hold	1,038	–	–	0.18%	52
2025 Q3	$269K	Hold	1,038	–	–	0.18%	54
2025 Q2	$258K	Buy	1,038 +4	+0.4%	+$989	0.21%	48
2025 Q1	$274K	Buy	1,034 +4	+0.4%	+$1.07K	0.25%	42
2024 Q4	$261K	Buy	+1,030	New	+$278K	0.25%	39

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

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

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pacific Asset Management's VHT Position: Q3 2026 in Review

Pacific Asset Management held its Vanguard Health Care ETF (VHT) position steady in Q3 2026 at 1,038 shares worth $328K. The position accounts for 0.16% of the portfolio, ranked #52.

Pacific Asset Management first reported a position in VHT in Q4 2024 and has held it in 8 quarters since. 363 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Pacific Asset Management held 1,038 shares of Vanguard Health Care ETF worth $328K as of Q3 2026.
Pacific Asset Management left its Vanguard Health Care ETF share count unchanged in Q3 2026.
Vanguard Health Care ETF made up 0.16% of Pacific Asset Management's portfolio in Q3 2026, its #52 holding.
Pacific Asset Management first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 8 quarters since.
363 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Pacific Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.