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Advantage Trust Company’s Vanguard Health Care ETF VHT Stock Holding History

Advantage Trust Company’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
Q2 		$2.1M Buy
7,017
+350
+5% +$97.3K 0.74% 20
2026
Q1 		$1.82M Buy
6,667
+632
+10% +$181K 0.81% 17
2025
Q4 		$1.74M Hold
6,035
– – 0.78% 16
2025
Q3 		$1.57M Hold
6,035
– – 0.71% 19
2025
Q2 		$1.5M Sell
6,035
-316
-5% -$78.1K 0.74% 19
2025
Q1 		$1.68M Sell
6,351
-1,968
-24% -$524K 1.02% 15
2024
Q4 		$2.11M Sell
8,319
-1,789
-18% -$482K 1.24% 14
2024
Q3 		$2.85M Buy
10,108
+1
+0% +$278 1.94% 11
2024
Q2 		$2.69M Buy
10,107
+112
+1% +$29.4K 1.93% 11
2024
Q1 		$2.7M Sell
9,995
-188
-2% -$49.4K 1.99% 13
2023
Q4 		$2.55M Buy
+10,183
New +$2.41M 2.01% 13

Other funds holding VHT

AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Advantage Trust Company's VHT Position: Q2 2026 in Review

Advantage Trust Company increased its Vanguard Health Care ETF (VHT) stake by 5.2% in Q2 2026, buying an estimated $97.3K and bringing the position to 7,017 shares worth $2.1M. The position accounts for 0.74% of the portfolio, ranked #20.

Advantage Trust Company first reported a position in VHT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.85M in Q3 2024. 244 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Advantage Trust Company held 7,017 shares of Vanguard Health Care ETF worth $2.1M as of Q2 2026.
  • Advantage Trust Company bought 350 Vanguard Health Care ETF shares in Q2 2026, an estimated $97.3K.
  • Vanguard Health Care ETF made up 0.74% of Advantage Trust Company's portfolio in Q2 2026, its #20 holding.
  • Advantage Trust Company first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 11 quarters since.
  • Advantage Trust Company's Vanguard Health Care ETF position peaked at $2.85M in Q3 2024.
  • 244 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.