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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Private Wealth Management Group's VHT Position: Q2 2026 in Review

Private Wealth Management Group increased its Vanguard Health Care ETF (VHT) stake by 69% in Q2 2026, buying an estimated $5.56K and bringing the position to 49 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Private Wealth Management Group first reported a position in VHT in Q4 2023 and has held it in 11 quarters since. The position peaked at $33K in Q4 2024. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Private Wealth Management Group held 49 shares of Vanguard Health Care ETF worth $14.7K as of Q2 2026.
Private Wealth Management Group bought 20 Vanguard Health Care ETF shares in Q2 2026, an estimated $5.56K.
Vanguard Health Care ETF made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #469 holding.
Private Wealth Management Group first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Vanguard Health Care ETF position peaked at $33K in Q4 2024.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.