Atria Wealth Solutions’s Vanguard Health Care ETF VHT Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$6.43M	Sell	25,838 -20,362	-44%	-$5.03M	0.15%	164
2025 Q1	$12.2M	Sell	46,200 -3,668	-7%	-$977K	0.15%	148
2024 Q4	$12.7M	Sell	49,868 -16,456	-25%	-$4.43M	0.14%	155
2024 Q3	$18.8M	Sell	66,324 -2,255	-3%	-$626K	0.2%	105
2024 Q2	$18.3M	Sell	68,579 -2,024	-3%	-$531K	0.2%	105
2024 Q1	$19.1M	Buy	70,603 +35,817	+103%	+$9.41M	0.22%	98
2023 Q4	$8.72M	Sell	34,786 -24,924	-42%	-$5.9M	0.11%	189
2023 Q3	$14.1M	Buy	59,710 +14,049	+31%	+$3.42M	0.2%	110
2023 Q2	$11.2M	Buy	45,661 +2,537	+6%	+$617K	0.15%	138
2023 Q1	$10.3M	Sell	43,124 -5,430	-11%	-$1.31M	0.15%	144
2022 Q4	$12M	Buy	48,554 +4,510	+10%	+$1.09M	0.19%	120
2022 Q3	$9.87M	Buy	44,044 +2,365	+6%	+$564K	0.17%	126
2022 Q2	$9.82M	Sell	41,679 -14,836	-26%	-$3.58M	0.18%	125
2022 Q1	$14.4M	Buy	+56,515	New	+$14M	0.24%	86

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atria Wealth Solutions's VHT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Vanguard Health Care ETF (VHT) stake by 44% in Q2 2025, selling an estimated $5.03M and leaving 25,838 shares worth $6.43M. The position accounts for 0.15% of the portfolio, ranked #164.

Atria Wealth Solutions first reported a position in VHT in Q1 2022 and has held it in 14 quarters since. The position peaked at $19.1M in Q1 2024. 1,018 funds tracked by Wall St. Rank hold VHT as of Q2 2025.

Atria Wealth Solutions held 25,838 shares of Vanguard Health Care ETF worth $6.43M as of Q2 2025.
Atria Wealth Solutions sold 20,362 Vanguard Health Care ETF shares in Q2 2025, an estimated $5.03M.
Vanguard Health Care ETF made up 0.15% of Atria Wealth Solutions's portfolio in Q2 2025, its #164 holding.
Atria Wealth Solutions first reported a position in Vanguard Health Care ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Vanguard Health Care ETF position peaked at $19.1M in Q1 2024.
1,018 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.