Valley Wealth Managers
VHT icon

Valley Wealth Managers’s Vanguard Health Care ETF VHT Stock Holding History

Valley Wealth Managers’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 		$24.7K Buy
+78
New +$24.4K ﹤0.01% 252
2017
Q1 		– Sell
-65
Closed -$8K – 246
2016
Q4 		$8K Hold
65
– – ﹤0.01% 182
2016
Q3 		$9K Hold
65
– – ﹤0.01% 179
2016
Q2 		$8K Buy
+65
New +$8.34K ﹤0.01% 185

Other funds holding VHT

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 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
Wheelhouse Advisory Group
Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Valley Wealth Managers's VHT Position: Q3 2026 in Review

Valley Wealth Managers opened a new position in Vanguard Health Care ETF (VHT) in Q3 2026: 78 shares worth $24.7K. The stake represents ﹤0.01% of the portfolio and ranks #252 among its holdings. This is a return to the name: Valley Wealth Managers previously reported a position in VHT as recently as Q4 2016.

Valley Wealth Managers first reported a position in VHT in Q2 2016 and has held it in 4 quarters since. 363 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Valley Wealth Managers held 78 shares of Vanguard Health Care ETF worth $24.7K as of Q3 2026.
  • Vanguard Health Care ETF was a new Valley Wealth Managers position in Q3 2026.
  • Vanguard Health Care ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #252 holding.
  • Valley Wealth Managers first reported a position in Vanguard Health Care ETF in Q2 2016 and has held it in 4 quarters since.
  • 363 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.