Peterson Wealth Advisors
VHT icon

Peterson Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Peterson Wealth Advisors’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 		$384K Buy
1,215
+3
+0.2% +$940 0.04% 84
2026
Q2 		$362K Buy
1,212
+36
+3% +$10K 0.04% 91
2026
Q1 		$320K Buy
1,176
+3
+0.3% +$858 0.04% 86
2025
Q4 		$338K Buy
+1,173
New +$328K 0.05% 84

Other funds holding VHT

Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 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
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wheelhouse Advisory Group
Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Peterson Wealth Advisors's VHT Position: Q3 2026 in Review

Peterson Wealth Advisors increased its Vanguard Health Care ETF (VHT) stake by 0.25% in Q3 2026, buying an estimated $940 and bringing the position to 1,215 shares worth $384K. The position accounts for 0.04% of the portfolio, ranked #84.

Peterson Wealth Advisors first reported a position in VHT in Q4 2025 and has held it in 4 quarters since. 508 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Peterson Wealth Advisors held 1,215 shares of Vanguard Health Care ETF worth $384K as of Q3 2026.
  • Peterson Wealth Advisors bought 3 Vanguard Health Care ETF shares in Q3 2026, an estimated $940.
  • Vanguard Health Care ETF made up 0.04% of Peterson Wealth Advisors's portfolio in Q3 2026, its #84 holding.
  • Peterson Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2025 and has held it in 4 quarters since.
  • 508 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Peterson Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.