Wealth Enhancement Advisory Services
VHT icon

Wealth Enhancement Advisory Services’s Vanguard Health Care ETF VHT Stock Holding History

Wealth Enhancement Advisory Services’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 		$14.1M Buy
51,766
+3,346
+7% +$1.05M 0.02% 597
2026
Q2 		$12.6M Sell
48,420
-1,219
-2% -$339K 0.02% 580
2026
Q1 		$12.1M Sell
49,639
-8,408
-14% -$2.4M 0.02% 530
2025
Q4 		$17.1M Buy
58,047
+764
+1% +$213K 0.02% 520
2025
Q3 		$15.4M Sell
57,283
-2,549
-4% -$640K 0.02% 519
2025
Q2 		$15M Buy
59,832
+1,586
+3% +$392K 0.02% 511
2025
Q1 		$15.4M Buy
58,246
+19,602
+51% +$5.22M 0.03% 472
2024
Q4 		$9.8M Buy
38,644
+12,621
+48% +$3.4M 0.02% 563
2024
Q3 		$7.34M Buy
26,023
+952
+4% +$264K 0.02% 611
2024
Q2 		$6.67M Buy
25,071
+317
+1% +$83.1K 0.02% 605
2024
Q1 		$6.7M Buy
24,754
+615
+3% +$162K 0.02% 597
2023
Q4 		$6.05M Buy
24,139
+544
+2% +$129K 0.02% 561
2023
Q3 		$5.55M Buy
23,595
+21,994
+1,374% +$5.36M 0.02% 555
2023
Q2 		$392K Buy
+1,601
New +$389K ﹤0.01% 386

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
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Wealth Enhancement Advisory Services's VHT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Vanguard Health Care ETF (VHT) stake by 6.9% in Q3 2026, buying an estimated $1.05M and bringing the position to 51,766 shares worth $14.1M. The position accounts for 0.02% of the portfolio, ranked #597.

Wealth Enhancement Advisory Services first reported a position in VHT in Q2 2023 and has held it in 14 quarters since. The position peaked at $17.1M in Q4 2025. 383 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Wealth Enhancement Advisory Services held 51,766 shares of Vanguard Health Care ETF worth $14.1M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 3,346 Vanguard Health Care ETF shares in Q3 2026, an estimated $1.05M.
  • Vanguard Health Care ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #597 holding.
  • Wealth Enhancement Advisory Services first reported a position in Vanguard Health Care ETF in Q2 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Vanguard Health Care ETF position peaked at $17.1M in Q4 2025.
  • 383 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.