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 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

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

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

PCH

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

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

EHC

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Private Wealth Management Group's VHT Position: Q1 2026 in Review

Private Wealth Management Group held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 29 shares worth $7.9K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Private Wealth Management Group first reported a position in VHT in Q4 2023 and has held it in 10 quarters since. The position peaked at $33K in Q4 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Private Wealth Management Group held 29 shares of Vanguard Health Care ETF worth $7.9K as of Q1 2026.
Private Wealth Management Group left its Vanguard Health Care ETF share count unchanged in Q1 2026.
Vanguard Health Care ETF made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #603 holding.
Private Wealth Management Group first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's Vanguard Health Care ETF position peaked at $33K in Q4 2024.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.