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Avalon Trust’s Vanguard Health Care ETF VHT Stock Holding History

Avalon Trust’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
Q4 		– Hold
0
– – – 425
2025
Q3 		– Sell
-375
Closed -$94.1K – 610
2025
Q2 		$93.2K Hold
375
– – 0.01% 202
2025
Q1 		$99.4K Buy
+375
New +$99.9K 0.01% 183

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avalon Trust's VHT Position: Q4 2025 in Review

Avalon Trust held its Vanguard Health Care ETF (VHT) position steady in Q4 2025 at 0 shares worth $88. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Avalon Trust first reported a position in VHT in Q1 2025 and has held it in 2 quarters since. The position peaked at $99.4K in Q1 2025. 1,131 funds tracked by Wall St. Rank hold VHT as of Q4 2025.

  • Avalon Trust held 0 shares of Vanguard Health Care ETF worth $88 as of Q4 2025.
  • Avalon Trust left its Vanguard Health Care ETF share count unchanged in Q4 2025.
  • Vanguard Health Care ETF made up ﹤0.01% of Avalon Trust's portfolio in Q4 2025, its #425 holding.
  • Avalon Trust first reported a position in Vanguard Health Care ETF in Q1 2025 and has held it in 2 quarters since.
  • Avalon Trust's Vanguard Health Care ETF position peaked at $99.4K in Q1 2025.
  • 1,131 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2025.

Based on Avalon Trust's 13F filing for Q4 2025, filed 9 Feb 2026.