VHT — Vanguard Health Care

Ownership history in WESCAP Management Group, Inc.  ·  40 quarters on record

This page tracks every 13F SEC filing in which WESCAP Management Group, Inc. reported a position in Vanguard Health Care (VHT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.9% (2018 Q3)
Avg. % of fund
1.45%
First filed
2016 Q1
Last filed
2025 Q4
Quarters held
40
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 20,474 +1,176 +6.1% 1.19% $5.9M $287.85
2025 Q3 REDUCED 19,298 -253 -1.3% 1.05% $5.0M $258.10
2025 Q2 REDUCED 19,551 -1,961 -9.1% 1.11% $4.9M $245.87
2025 Q1 ADDED 21,512 +45 +0.2% 1.39% $5.7M $261.07
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VHT price (monthly, adj. close)

Other funds also holding VHT

As of 2025 Q4 — sorted by position size

Wheelhouse Advisory Group LLC 9.19% Allied Investment Advisors, LLC 3Y 7Y 7.44% SOUTHERN CAPITAL SERVICES INC /ADV 6.79% Beacon Capital Management, Inc. 3Y 7Y 5.84% Lakeshore Financial Planning, Inc. 5.77% PGIM Custom Harvest LLC 3Y 5.27% PARAGON FINANCIAL PARTNERS, INC. 3Y 5.22% Adaptive Financial Consulting, LLC 3Y 4.75% Richmond Brothers, Inc. 3Y 4.46% DMKC Advisory Services, LLC 4.14%
← Back to WESCAP Management Group, Inc. Holdings