S.A. Mason’s Vanguard Health Care ETF VHT Stock Holding History

S.A. Mason’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	$178K	Hold	564	–	–	0.05%	227
2026 Q2	$169K	Hold	564	–	–	0.05%	233
2026 Q1	$154K	Hold	564	–	–	0.06%	225
2025 Q4	$162K	Hold	564	–	–	0.06%	210
2025 Q3	$146K	Hold	564	–	–	0.06%	216
2025 Q2	$140K	Hold	564	–	–	0.07%	202
2025 Q1	$149K	Hold	564	–	–	0.08%	198
2024 Q4	$143K	Hold	564	–	–	0.08%	196
2024 Q3	$159K	Hold	564	–	–	0.08%	182
2024 Q2	$150K	Hold	564	–	–	0.09%	179
2024 Q1	$153K	Hold	564	–	–	0.09%	176
2023 Q4	$141K	Hold	564	–	–	0.09%	176
2023 Q3	$133K	Hold	564	–	–	0.1%	176
2023 Q2	$134K	Hold	564	–	–	0.1%	172
2023 Q1	$134K	Hold	564	–	–	0.1%	172
2022 Q4	$140K	Hold	564	–	–	0.11%	169
2022 Q3	$126K	Hold	564	–	–	0.1%	182
2022 Q2	$133K	Hold	564	–	–	0.1%	184
2022 Q1	$143K	Hold	564	–	–	0.09%	184
2021 Q4	$150K	Hold	564	–	–	0.09%	182
2021 Q3	$139K	Hold	564	–	–	0.09%	176
2021 Q2	$139K	Hold	564	–	–	0.1%	179
2021 Q1	$129K	Sell	564 -7	-1%	-$1.6K	0.1%	178
2020 Q4	$128K	Buy	+571	New	+$122K	0.11%	168
2020 Q3	–	Sell	-441	Closed	-$85K	–	284
2020 Q2	$85K	Hold	441	–	–	0.09%	178
2020 Q1	$73K	Hold	441	–	–	0.09%	173
2019 Q4	$85K	Buy	+441	New	+$79.1K	0.08%	193

Other funds holding VHT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 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 24.08% 1-Year Est. Return

S.A. Mason's VHT Position: Q3 2026 in Review

S.A. Mason held its Vanguard Health Care ETF (VHT) position steady in Q3 2026 at 564 shares worth $178K. The position accounts for 0.05% of the portfolio, ranked #227.

S.A. Mason first reported a position in VHT in Q4 2019 and has held it in 27 quarters since. 702 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

S.A. Mason held 564 shares of Vanguard Health Care ETF worth $178K as of Q3 2026.
S.A. Mason left its Vanguard Health Care ETF share count unchanged in Q3 2026.
Vanguard Health Care ETF made up 0.05% of S.A. Mason's portfolio in Q3 2026, its #227 holding.
S.A. Mason first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 27 quarters since.
702 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.