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

Private Wealth Management Group’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	$15.5K	Hold	49	–	–	﹤0.01%	503
2026 Q2	$14.7K	Buy	49 +20	+69%	+$5.56K	﹤0.01%	469
2026 Q1	$7.9K	Hold	29	–	–	﹤0.01%	603
2025 Q4	$8.35K	Hold	29	–	–	﹤0.01%	575
2025 Q3	$7.53K	Sell	29 -30	-51%	-$7.53K	﹤0.01%	624
2025 Q2	$14.7K	Hold	59	–	–	﹤0.01%	383
2025 Q1	$15.6K	Sell	59 -71	-55%	-$18.9K	0.01%	356
2024 Q4	$33K	Buy	130 +101	+348%	+$27.2K	0.01%	217
2024 Q3	$8.18K	Hold	29	–	–	﹤0.01%	521
2024 Q2	$7.71K	Hold	29	–	–	﹤0.01%	530
2024 Q1	$7.85K	Hold	29	–	–	﹤0.01%	479
2023 Q4	$7.27K	Buy	+29	New	+$6.87K	﹤0.01%	488

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

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

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Private Wealth Management Group's VHT Position: Q3 2026 in Review

Private Wealth Management Group held its Vanguard Health Care ETF (VHT) position steady in Q3 2026 at 49 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Private Wealth Management Group first reported a position in VHT in Q4 2023 and has held it in 12 quarters since. The position peaked at $33K in Q4 2024. 298 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Private Wealth Management Group held 49 shares of Vanguard Health Care ETF worth $15.5K as of Q3 2026.
Private Wealth Management Group left its Vanguard Health Care ETF share count unchanged in Q3 2026.
Vanguard Health Care ETF made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #503 holding.
Private Wealth Management Group first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Vanguard Health Care ETF position peaked at $33K in Q4 2024.
298 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.