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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atala Financial's VHT Position: Q2 2026 in Review

Atala Financial increased its Vanguard Health Care ETF (VHT) stake by 0.52% in Q2 2026, buying an estimated $4.17K and bringing the position to 2,880 shares worth $861K. The position accounts for 0.52% of the portfolio, ranked #51.

Atala Financial first reported a position in VHT in Q4 2024 and has held it in 7 quarters since. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Atala Financial held 2,880 shares of Vanguard Health Care ETF worth $861K as of Q2 2026.
Atala Financial bought 15 Vanguard Health Care ETF shares in Q2 2026, an estimated $4.17K.
Vanguard Health Care ETF made up 0.52% of Atala Financial's portfolio in Q2 2026, its #51 holding.
Atala Financial first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 7 quarters since.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.