Accordant Advisory Group’s Vanguard Health Care ETF VHT Stock Holding History

Accordant Advisory Group’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 Q1	$6.81K	Hold	25	–	–	﹤0.01%	182
2025 Q4	$7.2K	Hold	25	–	–	0.01%	139
2025 Q3	$6.49K	Hold	25	–	–	﹤0.01%	140
2025 Q2	$6.21K	Hold	25	–	–	﹤0.01%	139
2025 Q1	$6.62K	Hold	25	–	–	0.01%	122
2024 Q4	$6.34K	Hold	25	–	–	0.01%	125
2024 Q3	$7.05K	Hold	25	–	–	0.01%	123
2024 Q2	$6.65K	Hold	25	–	–	0.01%	131
2024 Q1	$6.76K	Buy	+25	New	+$6.57K	0.01%	178

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

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

PCH

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

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

EHC

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Accordant Advisory Group's VHT Position: Q1 2026 in Review

Accordant Advisory Group held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 25 shares worth $6.81K. The position accounts for ﹤0.01% of the portfolio, ranked #182.

Accordant Advisory Group first reported a position in VHT in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.2K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Accordant Advisory Group held 25 shares of Vanguard Health Care ETF worth $6.81K as of Q1 2026.
Accordant Advisory Group left its Vanguard Health Care ETF share count unchanged in Q1 2026.
Vanguard Health Care ETF made up ﹤0.01% of Accordant Advisory Group's portfolio in Q1 2026, its #182 holding.
Accordant Advisory Group first reported a position in Vanguard Health Care ETF in Q1 2024 and has held it in 9 quarters since.
Accordant Advisory Group's Vanguard Health Care ETF position peaked at $7.2K in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.