AWA
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Alta Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Alta Wealth Advisors’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 		$627K Sell
2,096
-60
-3% -$16.7K 0.17% 98
2026
Q1 		$587K Sell
2,156
-10
-0.5% -$2.86K 0.19% 97
2025
Q4 		$623K Hold
2,166
– – 0.21% 88
2025
Q3 		$562K Sell
2,166
-220
-9% -$55.2K 0.2% 82
2025
Q2 		$593K Sell
2,386
-248
-9% -$61.3K 0.28% 60
2025
Q1 		$697K Sell
2,634
-30
-1% -$7.99K 0.32% 61
2024
Q4 		$676K Sell
2,664
-32
-1% -$8.62K 0.3% 63
2024
Q3 		$761K Sell
2,696
-40
-1% -$11.1K 0.35% 63
2024
Q2 		$728K Hold
2,736
– – 0.36% 63
2024
Q1 		$740K Buy
2,736
+420
+18% +$110K 0.38% 62
2023
Q4 		$581K Sell
2,316
-120
-5% -$28.4K 0.32% 74
2023
Q3 		$573K Sell
2,436
-100
-4% -$24.4K 0.35% 78
2023
Q2 		$621K Sell
2,536
-250
-9% -$60.8K 0.36% 76
2023
Q1 		$664K Sell
2,786
-75
-3% -$18K 0.42% 74
2022
Q4 		$710K Buy
+2,861
New +$694K 0.48% 70

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 22.96% 1-Year Est. Return

Alta Wealth Advisors's VHT Position: Q2 2026 in Review

Alta Wealth Advisors reduced its Vanguard Health Care ETF (VHT) stake by 2.8% in Q2 2026, selling an estimated $16.7K and leaving 2,096 shares worth $627K. The position accounts for 0.17% of the portfolio, ranked #98.

Alta Wealth Advisors first reported a position in VHT in Q4 2022 and has held it in 15 quarters since. The position peaked at $761K in Q3 2024. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Alta Wealth Advisors held 2,096 shares of Vanguard Health Care ETF worth $627K as of Q2 2026.
  • Alta Wealth Advisors sold 60 Vanguard Health Care ETF shares in Q2 2026, an estimated $16.7K.
  • Vanguard Health Care ETF made up 0.17% of Alta Wealth Advisors's portfolio in Q2 2026, its #98 holding.
  • Alta Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 15 quarters since.
  • Alta Wealth Advisors's Vanguard Health Care ETF position peaked at $761K in Q3 2024.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.