FundWatcher
VGHCX
VANGUARD HEALTH CARE FUND
VANGUARD SPECIALIZED FUNDS

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Oct 31, 2025 → Jan 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
CVS HEALTH CORP 0 9,756,578 9,756,578 1.85% $727.06M
DEXCOM INC 0 4,655,231 4,655,231 0.87% $340.02M
QIAGEN NV 0 5,130,344 5,130,344 0.70% $275.35M
REGENERON PHARMACEUTICALS INC 0 318,062 318,062 0.60% $235.83M
INCYTE CORP 0 1,590,914 1,590,914 0.41% $159.20M
ARCUS BIOSCIENCES INC 0 4,124,859 4,124,859 0.22% $86.79M
INSPIRE MEDICAL SYSTEMS INC 0 1,094,019 1,094,019 0.21% $82.90M
M3 INC 0 4,548,053 4,548,053 0.14% $56.12M
IMMUNOME INC 0 1,958,141 1,958,141 0.12% $48.21M
MINERALYS THERAPEUTICS INC 0 1,215,766 1,215,766 0.10% $37.56M
AKTIS ONCOLOGY I 0 1,523,479 1,523,479 0.08% $30.85M
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
QIAGEN NV 4,620,121 0 -4,620,121 0.00% -$216.45M
LABCORP HOLDINGS INC 841,556 0 -841,556 0.00% -$213.72M
AMICUS THERAPEUTICS INC 20,893,978 0 -20,893,978 0.00% -$188.67M
GUARDANT HEALTH INC 1,900,793 0 -1,900,793 0.00% -$176.81M
CHARLES RIVER LABS INTL INC 967,609 0 -967,609 0.00% -$174.24M
ALIGN TECHNOLOGY INC 1,183,235 0 -1,183,235 0.00% -$163.14M
PFIZER INC 5,166,100 0 -5,166,100 0.00% -$127.34M
AGIOS PHARMACEUTICALS INC 1,341,438 0 -1,341,438 0.00% -$58.00M
RBC TRIPARTY MTGE 52,500,000 0 -52,500,000 0.00% -$52.50M
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
MERCK & CO 18,106,656 18,111,825 5,169 5.09% $440.38M
JOHNSON&JOHNSON 5,247,008 5,367,039 120,031 3.11% $228.66M
DANAHER CORP 3,966,085 4,836,473 870,388 2.70% $204.44M
ABBOTT LABS 3,278,810 9,253,894 5,975,084 2.58% $606.12M
UCB SA 2,950,859 3,023,965 73,106 2.35% $162.69M
ELEVANCE HEALTH INC 1,809,696 1,879,405 69,709 1.66% $75.75M
CARDINAL HEALTH INC 2,827,157 2,840,801 13,644 1.56% $71.09M
HCA HEALTHCARE INC 764,019 933,410 169,391 1.16% $104.55M
SHIONOGI & CO 11,891,049 18,640,349 6,749,300 0.98% $184.35M
IONIS PHARMACEUTICALS INC 3,530,197 3,803,181 272,984 0.80% $52.12M
STRYKER CORP 638,235 748,338 110,103 0.71% $49.19M
STERIS PLC 470,727 1,012,472 541,745 0.68% $154.92M
CYTOKINETICS INC 3,723,473 4,050,667 327,194 0.65% $19.19M
BOA-MTG TRIPARTY REPO 128,800,000 237,900,000 109,100,000 0.61% $109.10M
AVANTOR INC 18,803,027 20,480,758 1,677,731 0.57% $1.40M
ICON PLC 1,206,172 1,213,897 7,725 0.56% $11.56M
MADRIGAL PHARMACEUTICALS INC 195,206 398,129 202,923 0.50% $113.04M
CG ONCOLOGY INC 2,980,483 3,484,986 504,503 0.46% $52.43M
KYMERA THERAPEUTICS INC 2,387,009 2,449,438 62,429 0.45% $30.44M
VAXCYTE INC 2,834,052 3,283,168 449,116 0.45% $47.55M
CRINETICS PHARMACEUTICALS INC 3,188,055 3,494,255 306,200 0.45% $35.82M
BIO-TECHNE CORP 2,690,211 2,720,122 29,911 0.44% $6.01M
ALIGNMENT HEALTHCARE INC 5,848,131 6,972,595 1,124,464 0.40% $58.49M
ENCOMPASS HEALTH CORP 1,043,627 1,600,016 556,389 0.39% $32.43M
NATERA INC 458,798 636,032 177,234 0.37% $55.74M
XENON PHARMACEUTICALS INC 3,091,626 3,546,755 455,129 0.37% $15.85M
NEWAMSTERDAM PHARMA COMPANY NV 2,848,720 3,953,142 1,104,422 0.31% $14.91M
ACADIA HEALTHCARE CO INC 6,298,690 8,815,704 2,517,014 0.30% -$16.94M
CELLDEX THERAPEUTICS INC 3,694,348 4,764,728 1,070,380 0.30% $18.46M
DUALITY BIOTHERA 2,250,277 2,771,377 521,100 0.30% $26.03M
SCOTIA TRIPARTY TREASURY 60,300,000 94,000,000 33,700,000 0.24% $33.70M
SOLENO THERAPEUTICS INC 1,561,070 2,417,215 856,145 0.24% -$11.63M
JIANGSU HENGRU-H 4,321,722 9,939,973 5,618,251 0.22% $45.25M
JPM TRIPARTY TREAS FICC 45,000,000 70,000,000 25,000,000 0.18% $25.00M
HEARTFLOW INC 235,600 2,256,545 2,020,945 0.17% $58.65M
Vanguard Market Liquidity Fund 544 590,392 589,848 0.15% $58.98M
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
LILLY ELI and CO 4,221,645 3,696,560 -525,085 9.78% $191.20M
ASTRAZENECA PLC 13,113,119 11,579,638 -1,533,481 5.50% -$5.54M
EDWARDS LIFESCIENCES CORP 15,419,708 14,972,830 -446,878 3.11% -$53.17M
INTUITIVE SURGICAL INC 2,011,562 1,944,873 -66,689 2.50% -$94.09M
CENCORA INC 2,703,255 2,632,712 -70,543 2.41% $32.54M
ABBVIE INC 5,007,334 4,034,908 -972,426 2.30% -$191.97M
MEDTRONIC PLC 8,730,612 8,579,526 -151,086 2.25% $91.48M
VERTEX PHARMACEUTICALS INC 2,971,156 1,589,663 -1,381,493 1.91% -$517.45M
ROCHE HLDG-GENUS 1,797,049 1,206,949 -590,100 1.40% -$33.25M
BIOGEN INC 3,362,885 2,913,639 -449,246 1.34% $5.34M
GALDERMA GROUP A 3,011,146 2,623,305 -387,841 1.25% -$70.22M
AGILENT TECHNOLOGIES INC 3,892,828 3,480,187 -412,641 1.19% -$103.93M
CHUGAI PHARMA CO 8,280,342 7,912,642 -367,700 1.15% $73.00M
UNITED THERAPEUTICS CORP DEL 974,740 892,079 -82,661 1.07% -$15.36M
THERMO FISHER SCIENTIFIC INC 1,061,273 702,318 -358,955 1.04% -$195.79M
BOSTON SCIENTIFIC CORP 8,868,300 4,128,084 -4,740,216 0.98% -$507.12M
DAIICHI SANKYO 20,084,066 18,367,566 -1,716,500 0.86% -$143.28M
BRISTOL-MYERS SQUIBB CO 11,516,757 5,317,192 -6,199,565 0.75% -$237.87M
STRUCTURE THERAPEUTICS INC DEPOSITARY RECEIPT 3,035,613 2,811,254 -224,359 0.63% $147.51M
REVOLUTION MEDICINES INC 3,079,283 2,383,815 -695,468 0.59% $49.93M
NOVO NORDISK-B 4,927,319 3,482,834 -1,444,485 0.53% -$35.77M
APELLIS PHARMACEUTICALS INC 8,174,279 7,632,548 -541,731 0.44% -$3.16M
OPTION CARE HEALTH INC 5,554,022 4,987,675 -566,347 0.43% $25.01M
PTC THERAPEUTICS INC 2,250,428 2,038,232 -212,196 0.39% $220.93K
APOGEE THERAPEUTICS INC 2,894,221 2,070,953 -823,268 0.35% -$28.12M
ZAR/USD FORWARD 144,800,000 130,300,000 -14,500,000 0.33% -$14.50M
ASTELLAS PHARMA 23,022,078 9,027,178 -13,994,900 0.32% -$115.42M
NUVALENT INC-A 1,076,494 1,054,377 -22,117 0.28% $1.57M
NOMURA TREAS TRIPARTY 111,600,000 90,800,000 -20,800,000 0.23% -$20.80M
NATIXIS TRIPARTY TR 141,400,000 71,100,000 -70,300,000 0.18% -$70.30M
USD/CAD FORWARD 68,800,000 53,500,000 -15,300,000 0.14% -$15.30M
HSBC TRIPARTY TREAS 126,500,000 49,500,000 -77,000,000 0.13% -$77.00M
CREDIT AGRICOLE TRIPARTY TSY 100,300,000 8,100,000 -92,200,000 0.02% -$92.20M
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
UNITEDHEALTH GRP 4,772,250 4,772,250 0 3.49% -$260.71M
GSK PLC 45,301,487 45,301,487 0 2.99% $110.91M
ARGENX SE 1,165,992 1,165,992 0 2.50% $26.24M
NOVARTIS AG-REG 3,795,144 3,795,144 0 1.44% $93.39M
OTSUKA HOLDINGS 7,893,800 7,893,800 0 1.21% $42.98M
ALNYLAM PHARMACEUTICALS INC 1,309,033 1,309,033 0 1.13% -$154.44M
GENMAB AS 1,345,944 1,345,944 0 1.12% $54.59M
ASCENDIS PHA-ADR 1,103,469 1,103,469 0 0.64% $27.03M
EISAI CO LTD 8,514,317 8,514,317 0 0.61% -$15.51M
SCHOLAR ROCK HOLDING CORP 2,750,253 2,750,253 0 0.31% $40.48M
IMMUNOCORE HOLDI 3,657,808 3,657,808 0 0.30% -$1.98M
PROTAGONIST THERAPEUTICS INC 1,062,977 1,062,977 0 0.22% $3.38M
DIANTHUS THERAPEUTICS INC 1,574,735 1,574,735 0 0.21% $28.99M
ZAI LAB LTD 36,431,700 36,431,700 0 0.15% -$34.50M
SHANDONG WEIG-H 77,092,000 77,092,000 0 0.13% -$4.60M
GENFLEET THERAPEUTICS SHANGHAI INC CL H 1,979,400 1,979,400 0 0.02% $834.07K

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