Advantage Trust Company
VHT icon

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
Q3 		$2.33M Buy
7,367
+350
+5% +$110K 0.82% 20
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

LPL Financial
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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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM 24.08% 1-Year Est. Return

Advantage Trust Company's VHT Position: Q3 2026 in Review

Advantage Trust Company increased its Vanguard Health Care ETF (VHT) stake by 5% in Q3 2026, buying an estimated $110K and bringing the position to 7,367 shares worth $2.33M. The position accounts for 0.82% of the portfolio, ranked #20.

Advantage Trust Company first reported a position in VHT in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.85M in Q3 2024. 702 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Advantage Trust Company held 7,367 shares of Vanguard Health Care ETF worth $2.33M as of Q3 2026.
  • Advantage Trust Company bought 350 Vanguard Health Care ETF shares in Q3 2026, an estimated $110K.
  • Vanguard Health Care ETF made up 0.82% of Advantage Trust Company's portfolio in Q3 2026, its #20 holding.
  • Advantage Trust Company first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 12 quarters since.
  • Advantage Trust Company's Vanguard Health Care ETF position peaked at $2.85M in Q3 2024.
  • 702 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Advantage Trust Company's 13F filing for Q3 2026, filed 19 Oct 2026.