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Atlas Legacy Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Atlas Legacy 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 		$10.9M Sell
39,913
-116
-0.3% -$33.2K 1.98% 12
2025
Q4 		$11.5M Buy
40,029
+4,651
+13% +$1.3M 2.02% 11
2025
Q3 		$9.18M Sell
35,378
-1,450
-4% -$364K 1.77% 14
2025
Q2 		$9.15M Sell
36,828
-478
-1% -$118K 2.02% 12
2025
Q1 		$9.88M Sell
37,306
-611
-2% -$163K 2.51% 8
2024
Q4 		$9.62M Buy
+37,917
New +$10.2M 2.33% 14

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

Atlas Legacy Advisors's VHT Position: Q1 2026 in Review

Atlas Legacy Advisors reduced its Vanguard Health Care ETF (VHT) stake by 0.29% in Q1 2026, selling an estimated $33.2K and leaving 39,913 shares worth $10.9M. The position accounts for 1.98% of the portfolio, ranked #12.

Atlas Legacy Advisors first reported a position in VHT in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.5M in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Atlas Legacy Advisors held 39,913 shares of Vanguard Health Care ETF worth $10.9M as of Q1 2026.
  • Atlas Legacy Advisors sold 116 Vanguard Health Care ETF shares in Q1 2026, an estimated $33.2K.
  • Vanguard Health Care ETF made up 1.98% of Atlas Legacy Advisors's portfolio in Q1 2026, its #12 holding.
  • Atlas Legacy Advisors first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 6 quarters since.
  • Atlas Legacy Advisors's Vanguard Health Care ETF position peaked at $11.5M in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Atlas Legacy Advisors's 13F filing for Q1 2026, filed 11 May 2026.