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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
Q2 		$691K Buy
2,312
+2
+0.1% +$556 0.07% 139
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Allegheny Financial Group's VHT Position: Q2 2026 in Review

Allegheny Financial Group increased its Vanguard Health Care ETF (VHT) stake by 0.09% in Q2 2026, buying an estimated $556 and bringing the position to 2,312 shares worth $691K. The position accounts for 0.07% of the portfolio, ranked #139.

Allegheny Financial Group first reported a position in VHT in Q3 2023 and has held it in 12 quarters since. 1,122 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Allegheny Financial Group held 2,312 shares of Vanguard Health Care ETF worth $691K as of Q2 2026.
  • Allegheny Financial Group bought 2 Vanguard Health Care ETF shares in Q2 2026, an estimated $556.
  • Vanguard Health Care ETF made up 0.07% of Allegheny Financial Group's portfolio in Q2 2026, its #139 holding.
  • Allegheny Financial Group first reported a position in Vanguard Health Care ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,122 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.