Sweeney & Michel’s Vanguard Health Care ETF VHT Stock Holding History

Sweeney & Michel’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	$418K	Buy	1,321 +3	+0.2%	+$940	0.11%	106
2026 Q2	$411K	Buy	1,318 +3	+0.2%	+$834	0.11%	112
2026 Q1	$363K	Buy	1,315 +3	+0.2%	+$858	0.11%	107
2025 Q4	$379K	Buy	1,312 +6	+0.5%	+$1.68K	0.11%	102
2025 Q3	$346K	Buy	1,306 +4	+0.3%	+$1K	0.12%	101
2025 Q2	$324K	Buy	1,302 +4	+0.3%	+$989	0.12%	105
2025 Q1	$312K	Buy	+1,298	New	+$346K	0.14%	97
2024 Q3	$363K	Buy	1,291 +4	+0.3%	+$1.11K	0.14%	90
2024 Q2	$341K	Buy	1,287 +3	+0.2%	+$786	0.15%	89
2024 Q1	$338K	Buy	+1,284	New	+$337K	0.15%	85
2023 Q3	$253K	Buy	1,092 +3	+0.3%	+$731	0.13%	92
2023 Q2	$269K	Sell	1,089 -797	-42%	-$194K	0.14%	91
2023 Q1	$453K	Buy	+1,886	New	+$454K	0.24%	69

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

Sweeney & Michel's VHT Position: Q3 2026 in Review

Sweeney & Michel increased its Vanguard Health Care ETF (VHT) stake by 0.23% in Q3 2026, buying an estimated $940 and bringing the position to 1,321 shares worth $418K. The position accounts for 0.11% of the portfolio, ranked #106.

Sweeney & Michel first reported a position in VHT in Q1 2023 and has held it in 13 quarters since. The position peaked at $453K in Q1 2023. 1,030 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Sweeney & Michel held 1,321 shares of Vanguard Health Care ETF worth $418K as of Q3 2026.
Sweeney & Michel bought 3 Vanguard Health Care ETF shares in Q3 2026, an estimated $940.
Vanguard Health Care ETF made up 0.11% of Sweeney & Michel's portfolio in Q3 2026, its #106 holding.
Sweeney & Michel first reported a position in Vanguard Health Care ETF in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's Vanguard Health Care ETF position peaked at $453K in Q1 2023.
1,030 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.