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

Arkadios 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
Q1 		$1.8M Buy
6,608
+559
+9% +$160K 0.03% 552
2025
Q4 		$1.74M Buy
6,049
+634
+12% +$177K 0.03% 494
2025
Q3 		$1.41M Buy
5,415
+347
+7% +$87.1K 0.03% 517
2025
Q2 		$1.26M Buy
5,068
+437
+9% +$108K 0.04% 485
2025
Q1 		$1.23M Buy
4,631
+2,075
+81% +$553K 0.05% 397
2024
Q4 		$648K Sell
2,556
-34
-1% -$9.16K 0.04% 451
2024
Q3 		$731K Buy
2,590
+182
+8% +$50.6K 0.04% 410
2024
Q2 		$641K Sell
2,408
-2,124
-47% -$557K 0.04% 399
2024
Q1 		$1.23M Buy
4,532
+173
+4% +$45.4K 0.1% 201
2023
Q4 		$1.09M Sell
4,359
-120
-3% -$28.4K 0.09% 206
2023
Q3 		$1.05M Buy
4,479
+118
+3% +$28.8K 0.1% 201
2023
Q2 		$1.07M Buy
4,361
+140
+3% +$34.1K 0.12% 172
2023
Q1 		$1.01M Buy
4,221
+245
+6% +$59K 0.12% 185
2022
Q4 		$986K Buy
3,976
+154
+4% +$37.3K 0.13% 170
2022
Q3 		$855K Buy
3,822
+310
+9% +$74K 0.13% 183
2022
Q2 		$827K Sell
3,512
-24
-0.7% -$5.79K 0.12% 201
2022
Q1 		$899K Sell
3,536
-78
-2% -$19.3K 0.12% 202
2021
Q4 		$963K Buy
3,614
+90
+3% +$23K 0.13% 188
2021
Q3 		$871K Sell
3,524
-312
-8% -$80K 0.13% 184
2021
Q2 		$948K Buy
3,836
+866
+29% +$207K 0.12% 208
2021
Q1 		$679K Buy
2,970
+11
+0.4% +$2.52K 0.11% 207
2020
Q4 		$662K Buy
2,959
+381
+15% +$81.4K 0.14% 161
2020
Q3 		$543K Sell
2,578
-40
-2% -$8.1K 0.27% 85
2020
Q2 		$520K Buy
2,618
+25
+1% +$4.69K 0.29% 78
2020
Q1 		$431K Buy
2,593
+159
+7% +$29K 0.27% 83
2019
Q4 		$478K Buy
+2,434
New +$436K 0.29% 85

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

Arkadios Wealth Advisors's VHT Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Vanguard Health Care ETF (VHT) stake by 9.2% in Q1 2026, buying an estimated $160K and bringing the position to 6,608 shares worth $1.8M. The position accounts for 0.03% of the portfolio, ranked #552.

Arkadios Wealth Advisors first reported a position in VHT in Q4 2019 and has held it in 26 quarters since. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Arkadios Wealth Advisors held 6,608 shares of Vanguard Health Care ETF worth $1.8M as of Q1 2026.
  • Arkadios Wealth Advisors bought 559 Vanguard Health Care ETF shares in Q1 2026, an estimated $160K.
  • Vanguard Health Care ETF made up 0.03% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #552 holding.
  • Arkadios Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.