PBMares Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

PBMares Wealth 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
2025 Q3	$211K	Buy	+814	New	+$204K	0.03%	187

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PBMares Wealth Management's VHT Position: Q3 2025 in Review

PBMares Wealth Management opened a new position in Vanguard Health Care ETF (VHT) in Q3 2025: 814 shares worth $211K. The stake represents 0.03% of the portfolio and ranks #187 among its holdings.

1,011 funds tracked by Wall St. Rank hold VHT as of Q3 2025.

PBMares Wealth Management held 814 shares of Vanguard Health Care ETF worth $211K as of Q3 2025.
Vanguard Health Care ETF was a new PBMares Wealth Management position in Q3 2025.
Vanguard Health Care ETF made up 0.03% of PBMares Wealth Management's portfolio in Q3 2025, its #187 holding.
1,011 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.