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

Western Wealth 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
Q1 		$670K Buy
2,458
+850
+53% +$243K 0.03% 562
2025
Q4 		$463K Buy
1,608
+300
+23% +$83.8K 0.02% 536
2025
Q3 		$339K Sell
1,308
-237
-15% -$59.5K 0.02% 557
2025
Q2 		$384K Sell
1,545
-83
-5% -$20.5K 0.02% 492
2025
Q1 		$431K Sell
1,628
-116
-7% -$30.9K 0.03% 433
2024
Q4 		$443K Sell
1,744
-272
-13% -$73.3K 0.03% 412
2024
Q3 		$569K Buy
2,016
+116
+6% +$32.2K 0.03% 430
2024
Q2 		$505K Buy
1,900
+116
+7% +$30.4K 0.04% 368
2024
Q1 		$483K Sell
1,784
-259
-13% -$68K 0.04% 374
2023
Q4 		$512K Sell
2,043
-33
-2% -$7.82K 0.04% 408
2023
Q3 		$488K Sell
2,076
-38
-2% -$9.26K 0.04% 394
2023
Q2 		$518K Sell
2,114
-1,127
-35% -$274K 0.04% 365
2023
Q1 		$773K Buy
3,241
+305
+10% +$73.4K 0.07% 275
2022
Q4 		$728K Sell
2,936
-333
-10% -$80.7K 0.07% 279
2022
Q3 		$731K Buy
3,269
+200
+7% +$47.7K 0.04% 387
2022
Q2 		$723K Sell
3,069
-301
-9% -$72.5K 0.04% 374
2022
Q1 		$858K Buy
3,370
+1,601
+91% +$396K 0.04% 372
2021
Q4 		$473K Buy
+1,769
New +$451K 0.05% 337
2021
Q2 		$346K Sell
1,394
-1
-0.1% -$239 0.04% 454
2021
Q1 		$319K Buy
1,395
+52
+4% +$11.9K 0.04% 390
2020
Q4 		$301K Buy
1,343
+29
+2% +$6.2K 0.04% 355
2020
Q3 		$268K Sell
1,314
-2
-0.2% -$405 0.04% 357
2020
Q2 		$253K Buy
1,316
+29
+2% +$5.44K 0.05% 345
2020
Q1 		$214K Buy
+1,287
New +$235K 0.05% 329
2019
Q3 		– Sell
-1,212
Closed -$212K – 424
2019
Q2 		$212K Sell
1,212
-116
-9% -$19.6K 0.03% 376
2019
Q1 		$230K Buy
+1,328
New +$225K 0.05% 340

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Western Wealth Management's VHT Position: Q1 2026 in Review

Western Wealth Management increased its Vanguard Health Care ETF (VHT) stake by 53% in Q1 2026, buying an estimated $243K and bringing the position to 2,458 shares worth $670K. The position accounts for 0.03% of the portfolio, ranked #562.

Western Wealth Management first reported a position in VHT in Q1 2019 and has held it in 26 quarters since. The position peaked at $858K in Q1 2022. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Western Wealth Management held 2,458 shares of Vanguard Health Care ETF worth $670K as of Q1 2026.
  • Western Wealth Management bought 850 Vanguard Health Care ETF shares in Q1 2026, an estimated $243K.
  • Vanguard Health Care ETF made up 0.03% of Western Wealth Management's portfolio in Q1 2026, its #562 holding.
  • Western Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2019 and has held it in 26 quarters since.
  • Western Wealth Management's Vanguard Health Care ETF position peaked at $858K in Q1 2022.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.