WFA Asset Management’s Vanguard Health Care ETF VHT Stock Holding History

WFA Asset 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
2025 Q3	$278K	Buy	985 +3	+0.3%	+$753	0.15%	46
2025 Q2	$261K	Sell	982 -121	-11%	-$29.9K	0.15%	48
2025 Q1	$298K	Buy	1,103 +270	+32%	+$71.9K	0.16%	47
2024 Q4	$211K	Sell	833 -152	-15%	-$41K	0.11%	60
2024 Q3	$278K	Buy	985 +3	+0.3%	+$833	0.15%	46
2024 Q2	$261K	Sell	982 -121	-11%	-$31.7K	0.15%	48
2024 Q1	$298K	Buy	1,103 +33	+3%	+$8.67K	0.16%	47
2023 Q4	$268K	Sell	1,070 -62	-5%	-$14.7K	0.15%	44
2023 Q3	$266K	Buy	1,132 +96	+9%	+$23.4K	0.16%	46
2023 Q2	$254K	Buy	1,036 +94	+10%	+$22.9K	0.15%	46
2023 Q1	$225K	Buy	942 +65	+7%	+$15.6K	0.14%	48
2022 Q4	$218K	Sell	877 -113	-11%	-$27.4K	0.14%	47
2022 Q3	$222K	Hold	990	–	–	0.16%	41
2022 Q2	$233K	Buy	990 +3	+0.3%	+$723	0.16%	42
2022 Q1	$251K	Buy	987 +30	+3%	+$7.41K	0.16%	40
2021 Q4	$255K	Buy	+957	New	+$244K	0.17%	37

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WFA Asset Management's VHT Position: Q3 2025 in Review

WFA Asset Management increased its Vanguard Health Care ETF (VHT) stake by 0.31% in Q3 2025, buying an estimated $753 and bringing the position to 985 shares worth $278K. The position accounts for 0.15% of the portfolio, ranked #46.

WFA Asset Management first reported a position in VHT in Q4 2021 and has held it in 16 quarters since. The position peaked at $298K in Q1 2025. 1,011 funds tracked by Wall St. Rank hold VHT as of Q3 2025.

WFA Asset Management held 985 shares of Vanguard Health Care ETF worth $278K as of Q3 2025.
WFA Asset Management bought 3 Vanguard Health Care ETF shares in Q3 2025, an estimated $753.
Vanguard Health Care ETF made up 0.15% of WFA Asset Management's portfolio in Q3 2025, its #46 holding.
WFA Asset Management first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 16 quarters since.
WFA Asset Management's Vanguard Health Care ETF position peaked at $298K in Q1 2025.
1,011 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.