S&CO Inc’s Vanguard Health Care ETF VHT Stock Holding History

S&CO Inc’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	$481K	Buy	+1,523	New	+$477K	0.03%	171

Other funds holding VHT

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

S&CO Inc's VHT Position: Q3 2026 in Review

S&CO Inc opened a new position in Vanguard Health Care ETF (VHT) in Q3 2026: 1,523 shares worth $481K. The stake represents 0.03% of the portfolio and ranks #171 among its holdings.

1,030 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

S&CO Inc held 1,523 shares of Vanguard Health Care ETF worth $481K as of Q3 2026.
Vanguard Health Care ETF was a new S&CO Inc position in Q3 2026.
Vanguard Health Care ETF made up 0.03% of S&CO Inc's portfolio in Q3 2026, its #171 holding.
1,030 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on S&CO Inc's 13F filing for Q3 2026, filed 10 Nov 2026.