Summit Asset Management
VHT icon

Summit Asset Management’s Vanguard Health Care ETF VHT Stock Holding History

Summit Asset Management’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 		$377K Sell
1,194
-33
-3% -$10.3K 0.05% 133
2026
Q2 		$367K Buy
1,227
+2
+0.2% +$556 0.05% 141
2026
Q1 		$334K Buy
1,225
+2
+0.2% +$572 0.05% 138
2025
Q4 		$352K Buy
1,223
+29
+2% +$8.1K 0.05% 129
2025
Q3 		$310K Buy
1,194
+2
+0.2% +$502 0.05% 137
2025
Q2 		$296K Buy
1,192
+3
+0.3% +$741 0.05% 137
2025
Q1 		$315K Sell
1,189
-18
-1% -$4.8K 0.05% 132
2024
Q4 		$306K Sell
1,207
-30
-2% -$8.08K 0.05% 131
2024
Q3 		$349K Sell
1,237
-65
-5% -$18.1K 0.07% 122
2024
Q2 		$346K Hold
1,302
– – 0.07% 115
2024
Q1 		$352K Buy
1,302
+2
+0.2% +$525 0.08% 115
2023
Q4 		$326K Buy
1,300
+6
+0.5% +$1.42K 0.08% 117
2023
Q3 		$304K Buy
1,294
+2
+0.2% +$488 0.08% 117
2023
Q2 		$316K Hold
1,292
– – 0.08% 117
2023
Q1 		$308K Buy
1,292
+3
+0.2% +$722 0.08% 116
2022
Q4 		$320K Buy
1,289
+5
+0.4% +$1.21K 0.09% 115
2022
Q3 		$287K Hold
1,284
– – 0.09% 114
2022
Q2 		$302K Buy
1,284
+2
+0.2% +$482 0.09% 118
2022
Q1 		$326K Buy
1,282
+2
+0.2% +$494 0.09% 122
2021
Q4 		$341K Buy
1,280
+21
+2% +$5.36K 0.1% 118
2021
Q3 		$311K Buy
+1,259
New +$323K 0.1% 118

Other funds holding VHT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM 24.08% 1-Year Est. Return

Summit Asset Management's VHT Position: Q3 2026 in Review

Summit Asset Management reduced its Vanguard Health Care ETF (VHT) stake by 2.7% in Q3 2026, selling an estimated $10.3K and leaving 1,194 shares worth $377K. The position accounts for 0.05% of the portfolio, ranked #133.

Summit Asset Management first reported a position in VHT in Q3 2021 and has held it in 21 quarters since. 702 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Summit Asset Management held 1,194 shares of Vanguard Health Care ETF worth $377K as of Q3 2026.
  • Summit Asset Management sold 33 Vanguard Health Care ETF shares in Q3 2026, an estimated $10.3K.
  • Vanguard Health Care ETF made up 0.05% of Summit Asset Management's portfolio in Q3 2026, its #133 holding.
  • Summit Asset Management first reported a position in Vanguard Health Care ETF in Q3 2021 and has held it in 21 quarters since.
  • 702 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Summit Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.