AFG
VHT icon

Allegheny Financial Group’s Vanguard Health Care ETF VHT Stock Holding History

Allegheny Financial 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 		$629K Buy
2,310
+3
+0.1% +$858 0.08% 138
2025
Q4 		$664K Buy
2,307
+8
+0.3% +$2.23K 0.1% 128
2025
Q3 		$597K Buy
2,299
+175
+8% +$43.9K 0.11% 133
2025
Q2 		$528K Buy
2,124
+3
+0.1% +$741 0.12% 133
2025
Q1 		$562K Buy
2,121
+5
+0.2% +$1.33K 0.14% 117
2024
Q4 		$537K Sell
2,116
-29
-1% -$7.81K 0.14% 120
2024
Q3 		$605K Buy
2,145
+5
+0.2% +$1.39K 0.15% 127
2024
Q2 		$569K Buy
2,140
+255
+14% +$66.9K 0.16% 119
2024
Q1 		$510K Buy
1,885
+64
+4% +$16.8K 0.16% 118
2023
Q4 		$457K Buy
1,821
+1
+0.1% +$237 0.15% 126
2023
Q3 		$428K Buy
+1,820
New +$444K 0.16% 115

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return