Atala Financial
VHT icon

Atala Financial’s Vanguard Health Care ETF VHT Stock Holding History

Atala Financial’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
Q3 		$1.08M Buy
3,430
+550
+19% +$172K 0.63% 42
2026
Q2 		$861K Buy
2,880
+15
+0.5% +$4.17K 0.52% 51
2026
Q1 		$786K Buy
2,865
+55
+2% +$15.7K 0.53% 50
2025
Q4 		$809K Hold
2,810
– – 0.52% 53
2025
Q3 		$729K Hold
2,810
– – 0.46% 57
2025
Q2 		$698K Hold
2,810
– – 0.48% 53
2025
Q1 		$744K Hold
2,810
– – 0.54% 52
2024
Q4 		$713K Buy
+2,810
New +$757K 0.5% 53

Other funds holding VHT

Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
Wheelhouse Advisory Group
Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Atala Financial's VHT Position: Q3 2026 in Review

Atala Financial increased its Vanguard Health Care ETF (VHT) stake by 19% in Q3 2026, buying an estimated $172K and bringing the position to 3,430 shares worth $1.08M. The position accounts for 0.63% of the portfolio, ranked #42.

Atala Financial first reported a position in VHT in Q4 2024 and has held it in 8 quarters since. 470 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Atala Financial held 3,430 shares of Vanguard Health Care ETF worth $1.08M as of Q3 2026.
  • Atala Financial bought 550 Vanguard Health Care ETF shares in Q3 2026, an estimated $172K.
  • Vanguard Health Care ETF made up 0.63% of Atala Financial's portfolio in Q3 2026, its #42 holding.
  • Atala Financial first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 8 quarters since.
  • 470 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.