Williams Jones Wealth Management
VHT icon

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

Williams Jones 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
Q3 		$1.78M Sell
5,624
-249
-4% -$78K 0.02% 216
2026
Q2 		$1.76M Sell
5,873
-282
-5% -$78.4K 0.02% 221
2026
Q1 		$1.68M Sell
6,155
-173
-3% -$49.5K 0.02% 204
2025
Q4 		$1.82M Buy
6,328
+878
+16% +$245K 0.02% 199
2025
Q3 		$1.41M Sell
5,450
-32
-0.6% -$8.03K 0.02% 221
2025
Q2 		$1.36M Buy
5,482
+154
+3% +$38.1K 0.02% 223
2025
Q1 		$1.41M Hold
5,328
– – 0.02% 210
2024
Q4 		$1.35M Buy
5,328
+2,617
+97% +$705K 0.02% 220
2024
Q3 		$765K Buy
2,711
+16
+0.6% +$4.44K 0.01% 290
2024
Q2 		$717K Hold
2,695
– – 0.01% 294
2024
Q1 		$729K Buy
2,695
+345
+15% +$90.6K 0.01% 300
2023
Q4 		$589K Sell
2,350
-1,594
-40% -$378K 0.01% 316
2023
Q3 		$927K Buy
3,944
+597
+18% +$146K 0.01% 258
2023
Q2 		$819K Hold
3,347
– – 0.01% 278
2023
Q1 		$798K Buy
3,347
+356
+12% +$85.7K 0.01% 306
2022
Q4 		$742K Hold
2,991
– – 0.01% 306
2022
Q3 		$669K Hold
2,991
– – 0.01% 323
2022
Q2 		$704K Hold
2,991
– – 0.01% 318
2022
Q1 		$761K Buy
2,991
+394
+15% +$97.4K 0.01% 297
2021
Q4 		$692K Hold
2,597
– – 0.01% 288
2021
Q3 		$642K Sell
2,597
-235
-8% -$60.3K 0.01% 293
2021
Q2 		$700K Buy
2,832
+105
+4% +$25.1K 0.01% 281
2021
Q1 		$624K Hold
2,727
– – 0.01% 284
2020
Q4 		$610K Sell
2,727
-155
-5% -$33.1K 0.01% 271
2020
Q3 		$588K Buy
2,882
+183
+7% +$37K 0.01% 247
2020
Q2 		$520K Sell
2,699
-1,030
-28% -$193K 0.01% 253
2020
Q1 		$619K Hold
3,729
– – 0.02% 212
2019
Q4 		$715K Buy
3,729
+14
+0.4% +$2.51K 0.01% 237
2019
Q3 		$623K Buy
+3,715
New +$636K 0.01% 245

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Williams Jones Wealth Management's VHT Position: Q3 2026 in Review

Williams Jones Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 4.2% in Q3 2026, selling an estimated $78K and leaving 5,624 shares worth $1.78M. The position accounts for 0.02% of the portfolio, ranked #216.

Williams Jones Wealth Management first reported a position in VHT in Q3 2019 and has held it in 29 quarters since. The position peaked at $1.82M in Q4 2025. 813 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Williams Jones Wealth Management held 5,624 shares of Vanguard Health Care ETF worth $1.78M as of Q3 2026.
  • Williams Jones Wealth Management sold 249 Vanguard Health Care ETF shares in Q3 2026, an estimated $78K.
  • Vanguard Health Care ETF made up 0.02% of Williams Jones Wealth Management's portfolio in Q3 2026, its #216 holding.
  • Williams Jones Wealth Management first reported a position in Vanguard Health Care ETF in Q3 2019 and has held it in 29 quarters since.
  • Williams Jones Wealth Management's Vanguard Health Care ETF position peaked at $1.82M in Q4 2025.
  • 813 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Williams Jones Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.