AWM
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Avaii Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Avaii Wealth Management’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 		$371K Hold
1,240
– – 0.11% 119
2026
Q1 		$338K Hold
1,240
– – 0.12% 105
2025
Q4 		$357K Sell
1,240
-12
-1% -$3.35K 0.13% 99
2025
Q3 		$325K Hold
1,252
– – 0.12% 103
2025
Q2 		$311K Sell
1,252
-30
-2% -$7.41K 0.14% 96
2025
Q1 		$339K Sell
1,282
-175
-12% -$46.6K 0.18% 73
2024
Q4 		$370K Sell
1,457
-5
-0.3% -$1.35K 0.18% 75
2024
Q3 		$413K Sell
1,462
-66
-4% -$18.3K 0.21% 71
2024
Q2 		$406K Hold
1,528
– – 0.23% 80
2024
Q1 		$413K Hold
1,528
– – 0.24% 79
2023
Q4 		$383K Sell
1,528
-11
-0.7% -$2.6K 0.25% 90
2023
Q3 		$362K Hold
1,539
– – 0.27% 84
2023
Q2 		$377K Sell
1,539
-174
-10% -$42.3K 0.29% 81
2023
Q1 		$408K Hold
1,713
– – 0.36% 65
2022
Q4 		$425K Buy
1,713
+197
+13% +$47.8K 0.38% 61
2022
Q3 		$339K Sell
1,516
-43
-3% -$10.3K 0.35% 67
2022
Q2 		$367K Hold
1,559
– – 0.39% 54
2022
Q1 		$397K Sell
1,559
-23
-1% -$5.68K 0.37% 52
2021
Q4 		$421K Buy
+1,582
New +$403K 0.42% 52

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Avaii Wealth Management's VHT Position: Q2 2026 in Review

Avaii Wealth Management held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 1,240 shares worth $371K. The position accounts for 0.11% of the portfolio, ranked #119.

Avaii Wealth Management first reported a position in VHT in Q4 2021 and has held it in 19 quarters since. The position peaked at $425K in Q4 2022. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Avaii Wealth Management held 1,240 shares of Vanguard Health Care ETF worth $371K as of Q2 2026.
  • Avaii Wealth Management left its Vanguard Health Care ETF share count unchanged in Q2 2026.
  • Vanguard Health Care ETF made up 0.11% of Avaii Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Avaii Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 19 quarters since.
  • Avaii Wealth Management's Vanguard Health Care ETF position peaked at $425K in Q4 2022.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.