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Atria Investments’s Vanguard Health Care ETF VHT Stock Holding History

Atria Investments’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 		$4.14M Sell
15,216
-441
-3% -$126K 0.05% 430
2025
Q4 		$4.51M Buy
15,657
+4,422
+39% +$1.24M 0.05% 406
2025
Q3 		$2.92M Sell
11,235
-1,659
-13% -$416K 0.03% 576
2025
Q2 		$3.2M Buy
12,894
+165
+1% +$40.8K 0.04% 545
2025
Q1 		$3.37M Sell
12,729
-440
-3% -$117K 0.04% 501
2024
Q4 		$3.34M Sell
13,169
-4,045
-23% -$1.09M 0.04% 489
2024
Q3 		$4.86M Buy
17,214
+417
+2% +$116K 0.06% 362
2024
Q2 		$4.47M Sell
16,797
-409
-2% -$107K 0.06% 373
2024
Q1 		$4.65M Buy
17,206
+12,592
+273% +$3.31M 0.06% 360
2023
Q4 		$1.16M Sell
4,614
-20,613
-82% -$4.88M 0.02% 838
2023
Q3 		$5.93M Buy
+25,227
New +$6.15M 0.11% 237
2023
Q1 		– Sell
-9,006
Closed -$2.23M – 873
2022
Q4 		$2.23M Buy
+9,006
New +$2.18M 0.05% 473
2022
Q3 		– Sell
-8,694
Closed -$2.05M – 802
2022
Q2 		$2.05M Sell
8,694
-70,266
-89% -$16.9M 0.04% 502
2022
Q1 		$20.1M Sell
78,960
-1,156
-1% -$286K 0.35% 52
2021
Q4 		$21.3M Buy
80,116
+8,546
+12% +$2.18M 0.38% 54
2021
Q3 		$17.7M Buy
71,570
+14,655
+26% +$3.76M 0.32% 64
2021
Q2 		$14.1M Buy
56,915
+45,599
+403% +$10.9M 0.27% 76
2021
Q1 		$2.59M Sell
11,316
-27,695
-71% -$6.35M 0.06% 375
2020
Q4 		$8.73M Buy
39,011
+19,505
+100% +$4.17M 0.21% 118
2020
Q3 		$3.98M Buy
19,506
+3,743
+24% +$758K 0.12% 198
2020
Q2 		$3.04M Buy
15,763
+12,495
+382% +$2.34M 0.1% 233
2020
Q1 		$543K Sell
3,268
-4,954
-60% -$905K 0.04% 334
2019
Q4 		$1.58M Buy
8,222
+1,178
+17% +$211K 0.04% 387
2019
Q3 		$1.18M Buy
7,044
+584
+9% +$100K 0.04% 370
2019
Q2 		$1.1M Buy
6,460
+247
+4% +$41.7K 0.04% 387
2019
Q1 		$1.07M Buy
+6,213
New +$1.05M 0.05% 337
2018
Q4 		– Sell
-8,144
Closed -$1.47M – 1012
2018
Q3 		$1.47M Sell
8,144
-117
-1% -$20.1K 0.06% 297
2018
Q2 		$1.31M Buy
8,261
+757
+10% +$119K 0.06% 323
2018
Q1 		$1.15M Sell
7,504
-479
-6% -$76.5K 0.06% 323
2017
Q4 		$1.23M Buy
7,983
+1,446
+22% +$222K 0.06% 288
2017
Q3 		$995K Buy
6,537
+2,445
+60% +$365K 0.05% 311
2017
Q2 		$603K Buy
4,092
+1,737
+74% +$245K 0.04% 389
2017
Q1 		$325K Sell
2,355
-63
-3% -$8.48K 0.02% 497
2016
Q4 		$306K Buy
2,418
+903
+60% +$115K 0.02% 463
2016
Q3 		$201K Buy
+1,515
New +$204K 0.02% 513
2014
Q4 		– Sell
-3,099
Closed -$363K – 478
2014
Q3 		$363K Sell
3,099
-81
-3% -$9.28K 0.04% 325
2014
Q2 		$355K Sell
3,180
-1,544
-33% -$165K 0.04% 311
2014
Q1 		$505K Buy
4,724
+1,792
+61% +$190K 0.05% 288
2013
Q4 		$296K Sell
2,932
-15
-0.5% -$1.47K 0.03% 379
2013
Q3 		$274K Buy
2,947
+108
+4% +$9.91K 0.03% 382
2013
Q2 		$245K Buy
+2,839
New +$245K 0.03% 352

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

Atria Investments's VHT Position: Q1 2026 in Review

Atria Investments reduced its Vanguard Health Care ETF (VHT) stake by 2.8% in Q1 2026, selling an estimated $126K and leaving 15,216 shares worth $4.14M. The position accounts for 0.05% of the portfolio, ranked #430.

Atria Investments first reported a position in VHT in Q2 2013 and has held it in 41 quarters since. The position peaked at $21.3M in Q4 2021. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Atria Investments held 15,216 shares of Vanguard Health Care ETF worth $4.14M as of Q1 2026.
  • Atria Investments sold 441 Vanguard Health Care ETF shares in Q1 2026, an estimated $126K.
  • Vanguard Health Care ETF made up 0.05% of Atria Investments's portfolio in Q1 2026, its #430 holding.
  • Atria Investments first reported a position in Vanguard Health Care ETF in Q2 2013 and has held it in 41 quarters since.
  • Atria Investments's Vanguard Health Care ETF position peaked at $21.3M in Q4 2021.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.