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American Trust’s Vanguard Health Care ETF VHT Stock Holding History

American Trust’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 		$512K Buy
1,879
+225
+14% +$64.3K 0.05% 159
2025
Q4 		$476K Sell
1,654
-471
-22% -$132K 0.04% 179
2025
Q3 		$552K Sell
2,125
-190
-8% -$47.7K 0.05% 164
2025
Q2 		$575K Buy
+2,315
New +$572K 0.05% 149
2025
Q1 		– Sell
-2,613
Closed -$663K – 297
2024
Q4 		$663K Buy
+2,613
New +$704K 0.05% 152
2024
Q1 		– Sell
-1,552
Closed -$389K – 318
2023
Q4 		$389K Sell
1,552
-937
-38% -$222K 0.03% 168
2023
Q3 		$585K Sell
2,489
-1,154
-32% -$281K 0.05% 133
2023
Q2 		$892K Buy
3,643
+396
+12% +$96.3K 0.06% 146
2023
Q1 		$798K Sell
3,247
-638
-16% -$154K 0.06% 156
2022
Q4 		$964K Sell
3,885
-26
-0.7% -$6.3K 0.09% 128
2022
Q3 		$875K Sell
3,911
-127
-3% -$30.3K 0.07% 133
2022
Q2 		$1.32M Buy
4,038
+662
+20% +$160K 0.11% 115
2022
Q1 		$859K Buy
+3,376
New +$834K 0.06% 168

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

American Trust's VHT Position: Q1 2026 in Review

American Trust increased its Vanguard Health Care ETF (VHT) stake by 14% in Q1 2026, buying an estimated $64.3K and bringing the position to 1,879 shares worth $512K. The position accounts for 0.05% of the portfolio, ranked #159.

American Trust first reported a position in VHT in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.32M in Q2 2022. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • American Trust held 1,879 shares of Vanguard Health Care ETF worth $512K as of Q1 2026.
  • American Trust bought 225 Vanguard Health Care ETF shares in Q1 2026, an estimated $64.3K.
  • Vanguard Health Care ETF made up 0.05% of American Trust's portfolio in Q1 2026, its #159 holding.
  • American Trust first reported a position in Vanguard Health Care ETF in Q1 2022 and has held it in 13 quarters since.
  • American Trust's Vanguard Health Care ETF position peaked at $1.32M in Q2 2022.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.