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Wealth Management Associates’s Vanguard Health Care ETF VHT Stock Holding History

Wealth Management Associates’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
Q2 		$694K Buy
2,320
+77
+3% +$21.4K 0.19% 98
2026
Q1 		$611K Buy
2,243
+19
+0.9% +$5.43K 0.21% 96
2025
Q4 		$640K Buy
2,224
+5
+0.2% +$1.4K 0.22% 84
2025
Q3 		$576K Buy
2,219
+8
+0.4% +$2.01K 0.2% 91
2025
Q2 		$549K Sell
2,211
-44
-2% -$10.9K 0.21% 89
2025
Q1 		$597K Buy
2,255
+113
+5% +$30.1K 0.26% 77
2024
Q4 		$543K Sell
2,142
-5
-0.2% -$1.35K 0.23% 81
2024
Q3 		$606K Hold
2,147
– – 0.27% 78
2024
Q2 		$571K Hold
2,147
– – 0.27% 75
2024
Q1 		$571K Sell
2,147
-52
-2% -$13.7K 0.27% 75
2023
Q4 		$551K Sell
2,199
-643
-23% -$152K 0.29% 74
2023
Q3 		$668K Sell
2,842
-15
-0.5% -$3.66K 0.39% 63
2023
Q2 		$699K Sell
2,857
-127
-4% -$30.9K 0.4% 59
2023
Q1 		$712K Sell
2,984
-5
-0.2% -$1.2K 0.44% 57
2022
Q4 		$741K Buy
2,989
+21
+0.7% +$5.09K 0.49% 50
2022
Q3 		$664K Buy
2,968
+20
+0.7% +$4.77K 0.47% 52
2022
Q2 		$694K Buy
2,948
+66
+2% +$15.9K 0.47% 46
2022
Q1 		$733K Buy
2,882
+10
+0.3% +$2.47K 0.42% 62
2021
Q4 		$765K Sell
2,872
-31
-1% -$7.91K 0.41% 61
2021
Q3 		$717K Sell
2,903
-10
-0.3% -$2.56K 0.42% 60
2021
Q2 		$720K Buy
2,913
+8
+0.3% +$1.91K 0.41% 60
2021
Q1 		$664K Buy
2,905
+16
+0.6% +$3.67K 0.42% 57
2020
Q4 		$646K Buy
2,889
+25
+0.9% +$5.34K 0.42% 54
2020
Q3 		$584K Buy
2,864
+1
+0% +$202 0.45% 53
2020
Q2 		$552K Hold
2,863
– – 0.47% 54
2020
Q1 		$475K Sell
2,863
-138
-5% -$25.2K 0.48% 53
2019
Q4 		$575K Buy
3,001
+1
+0% +$179 0.41% 58
2019
Q3 		$503K Buy
3,000
+315
+12% +$53.9K 0.4% 61
2019
Q2 		$467K Buy
2,685
+111
+4% +$18.7K 0.47% 51
2019
Q1 		$444K Buy
2,574
+63
+3% +$10.7K 0.48% 53
2018
Q4 		$403K Buy
+2,511
New +$425K 0.54% 44

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Management Associates's VHT Position: Q2 2026 in Review

Wealth Management Associates increased its Vanguard Health Care ETF (VHT) stake by 3.4% in Q2 2026, buying an estimated $21.4K and bringing the position to 2,320 shares worth $694K. The position accounts for 0.19% of the portfolio, ranked #98.

Wealth Management Associates first reported a position in VHT in Q4 2018 and has held it in 31 quarters since. The position peaked at $765K in Q4 2021. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Wealth Management Associates held 2,320 shares of Vanguard Health Care ETF worth $694K as of Q2 2026.
  • Wealth Management Associates bought 77 Vanguard Health Care ETF shares in Q2 2026, an estimated $21.4K.
  • Vanguard Health Care ETF made up 0.19% of Wealth Management Associates's portfolio in Q2 2026, its #98 holding.
  • Wealth Management Associates first reported a position in Vanguard Health Care ETF in Q4 2018 and has held it in 31 quarters since.
  • Wealth Management Associates's Vanguard Health Care ETF position peaked at $765K in Q4 2021.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.