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Aprio Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Aprio Wealth Management’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 		$2.12M Buy
7,105
+66
+0.9% +$18.3K 0.1% 142
2026
Q1 		$1.92M Buy
7,039
+6
+0.1% +$1.72K 0.1% 131
2025
Q4 		$2.02M Buy
7,033
+343
+5% +$95.8K 0.12% 117
2025
Q3 		$1.74M Sell
6,690
-50
-0.7% -$12.5K 0.17% 82
2025
Q2 		$1.67M Sell
6,740
-672
-9% -$166K 0.19% 76
2025
Q1 		$1.96M Sell
7,412
-106
-1% -$28.2K 0.25% 66
2024
Q4 		$1.91M Sell
7,518
-63,082
-89% -$17M 0.28% 60
2024
Q3 		$19.9M Sell
70,600
-10,009
-12% -$2.78M 3.19% 7
2024
Q2 		$21.4M Sell
80,609
-2,144
-3% -$562K 3.91% 4
2024
Q1 		$22.4M Buy
82,753
+18,908
+30% +$4.97M 4.39% 4
2023
Q4 		$16M Buy
63,845
+4,295
+7% +$1.02M 3.57% 7
2023
Q3 		$14M Buy
59,550
+2,910
+5% +$709K 3.85% 7
2023
Q2 		$13.9M Sell
56,640
-74
-0.1% -$18K 3.8% 8
2023
Q1 		$13.5M Buy
56,714
+9,374
+20% +$2.26M 4.17% 8
2022
Q4 		$11.7M Sell
47,340
-19,733
-29% -$4.78M 4.13% 7
2022
Q3 		$15M Buy
67,073
+3,815
+6% +$911K 6.03% 5
2022
Q2 		$14.9M Sell
63,258
-7,355
-10% -$1.77M 5.93% 6
2022
Q1 		$18M Buy
70,613
+4,530
+7% +$1.12M 6.84% 5
2021
Q4 		$17.6M Buy
66,083
+3,809
+6% +$971K 7.36% 4
2021
Q3 		$15.4M Buy
62,274
+7,476
+14% +$1.92M 7.01% 4
2021
Q2 		$13.5M Buy
+54,798
New +$13.1M 6.4% 4
2020
Q4 		$7.08M Buy
+31,661
New +$6.77M 4.68% 5

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

Aprio Wealth Management's VHT Position: Q2 2026 in Review

Aprio Wealth Management increased its Vanguard Health Care ETF (VHT) stake by 0.94% in Q2 2026, buying an estimated $18.3K and bringing the position to 7,105 shares worth $2.12M. The position accounts for 0.1% of the portfolio, ranked #142.

Aprio Wealth Management first reported a position in VHT in Q4 2020 and has held it in 22 quarters since. The position peaked at $22.4M in Q1 2024. 1,120 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Aprio Wealth Management held 7,105 shares of Vanguard Health Care ETF worth $2.12M as of Q2 2026.
  • Aprio Wealth Management bought 66 Vanguard Health Care ETF shares in Q2 2026, an estimated $18.3K.
  • Vanguard Health Care ETF made up 0.1% of Aprio Wealth Management's portfolio in Q2 2026, its #142 holding.
  • Aprio Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 22 quarters since.
  • Aprio Wealth Management's Vanguard Health Care ETF position peaked at $22.4M in Q1 2024.
  • 1,120 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.