AAS
VHT icon

Avantax Advisory Services’s Vanguard Health Care ETF VHT Stock Holding History

Avantax Advisory Services’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 		$17.6M Sell
70,997
-379
-0.5% -$93.7K 0.1% 163
2025
Q1 		$18.9M Buy
71,376
+171
+0.2% +$45.6K 0.11% 136
2024
Q4 		$18.1M Sell
71,205
-1,567
-2% -$422K 0.11% 137
2024
Q3 		$20.5M Sell
72,772
-516
-0.7% -$143K 0.13% 116
2024
Q2 		$19.5M Sell
73,288
-7,297
-9% -$1.91M 0.14% 114
2024
Q1 		$21.8M Buy
80,585
+10,237
+15% +$2.69M 0.19% 85
2023
Q4 		$17.6M Sell
70,348
-2,222
-3% -$526K 0.18% 95
2023
Q3 		$17.1M Buy
72,570
+6,807
+10% +$1.66M 0.19% 87
2023
Q2 		$16.1M Buy
65,763
+289
+0.4% +$70.3K 0.18% 92
2023
Q1 		$15.6M Sell
65,474
-1,288
-2% -$310K 0.19% 89
2022
Q4 		$16.6M Buy
66,762
+2,665
+4% +$646K 0.22% 75
2022
Q3 		$14.3M Sell
64,097
-1,109
-2% -$265K 0.22% 73
2022
Q2 		$15.4M Buy
65,206
+2,392
+4% +$577K 0.23% 67
2022
Q1 		$16M Buy
62,814
+5,606
+10% +$1.39M 0.22% 71
2021
Q4 		$15.2M Buy
57,208
+4,367
+8% +$1.11M 0.23% 69
2021
Q3 		$13M Sell
52,841
-8,681
-14% -$2.23M 0.22% 71
2021
Q2 		$15.2M Buy
61,522
+12,911
+27% +$3.09M 0.28% 58
2021
Q1 		$11.1M Buy
48,611
+20,144
+71% +$4.62M 0.24% 72
2020
Q4 		$6.36M Sell
28,467
-34,225
-55% -$7.32M 0.15% 107
2020
Q3 		$12.8M Buy
62,692
+46,231
+281% +$9.36M 0.2% 87
2020
Q2 		$3.18M Buy
16,461
+3,946
+32% +$740K 0.09% 159
2020
Q1 		$2.07M Buy
12,515
+3,230
+35% +$590K 0.06% 188
2019
Q4 		$1.79M Buy
9,285
+2,596
+39% +$466K 0.04% 234
2019
Q3 		$1.12M Buy
6,689
+923
+16% +$158K 0.05% 195
2019
Q2 		$1M Buy
5,766
+1,320
+30% +$223K 0.04% 193
2019
Q1 		$767K Buy
4,446
+424
+11% +$71.9K 0.04% 217
2018
Q4 		$644K Buy
+4,022
New +$681K 0.11% 184

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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Avantax Advisory Services's VHT Position: Q2 2025 in Review

Avantax Advisory Services reduced its Vanguard Health Care ETF (VHT) stake by 0.53% in Q2 2025, selling an estimated $93.7K and leaving 70,997 shares worth $17.6M. The position accounts for 0.1% of the portfolio, ranked #163.

Avantax Advisory Services first reported a position in VHT in Q4 2018 and has held it in 27 quarters since. The position peaked at $21.8M in Q1 2024. 1,016 funds tracked by Wall St. Rank hold VHT as of Q2 2025.

  • Avantax Advisory Services held 70,997 shares of Vanguard Health Care ETF worth $17.6M as of Q2 2025.
  • Avantax Advisory Services sold 379 Vanguard Health Care ETF shares in Q2 2025, an estimated $93.7K.
  • Vanguard Health Care ETF made up 0.1% of Avantax Advisory Services's portfolio in Q2 2025, its #163 holding.
  • Avantax Advisory Services first reported a position in Vanguard Health Care ETF in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Vanguard Health Care ETF position peaked at $21.8M in Q1 2024.
  • 1,016 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.