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BOLTON SECURITIES CORPORATION’s Vanguard Health Care ETF VHT Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$371K Buy
1,173
+1,027
+703% +$322K 0.01% 692
2026
Q2 		$43.7K Hold
146
– – ﹤0.01% 1389
2026
Q1 		$39.8K Buy
+146
New +$41.7K ﹤0.01% 1286
2025
Q3 		$37.9K Buy
+146
New +$36.6K ﹤0.01% 1210
2025
Q1 		$38.7K Buy
+146
New +$38.9K ﹤0.01% 1111

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
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 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

BOLTON SECURITIES CORPORATION's VHT Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Vanguard Health Care ETF (VHT) stake by 703% in Q3 2026, buying an estimated $322K and bringing the position to 1,173 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #692.

BOLTON SECURITIES CORPORATION first reported a position in VHT in Q1 2025 and has held it in 5 quarters since. 882 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 1,173 shares of Vanguard Health Care ETF worth $371K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 1,027 Vanguard Health Care ETF shares in Q3 2026, an estimated $322K.
  • Vanguard Health Care ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #692 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Vanguard Health Care ETF in Q1 2025 and has held it in 5 quarters since.
  • 882 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.