Westmount Partners’s Vanguard Health Care ETF VHT Stock Holding History

Westmount Partners’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	$703K	Hold	2,352	–	–	0.15%	115
2026 Q1	$641K	Hold	2,352	–	–	0.16%	118
2025 Q4	$677K	Hold	2,352	–	–	0.17%	108
2025 Q3	$627K	Hold	2,352	–	–	0.16%	113
2025 Q2	$584K	Hold	2,352	–	–	0.16%	114
2025 Q1	$623K	Hold	2,352	–	–	0.19%	108
2024 Q4	$597K	Hold	2,352	–	–	0.18%	102
2024 Q3	$664K	Hold	2,352	–	–	0.2%	97
2024 Q2	$623K	Hold	2,352	–	–	0.21%	100
2024 Q1	$636K	Hold	2,352	–	–	0.23%	96
2023 Q4	$590K	Hold	2,352	–	–	0.24%	91
2023 Q3	$553K	Hold	2,352	–	–	0.24%	93
2023 Q2	$576K	Hold	2,352	–	–	0.25%	86
2023 Q1	$561K	Hold	2,352	–	–	0.26%	85
2022 Q4	$583K	Buy	+2,352	New	+$570K	0.3%	80

Other funds holding VHT

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return