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Avantax Planning Partners’s Vanguard Health Care ETF VHT Stock Holding History

Avantax Planning Partners’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 		$702K Sell
2,348
-738
-24% -$205K 0.02% 238
2026
Q1 		$840K Buy
3,086
+1
+0% +$286 0.02% 214
2025
Q4 		$888K Sell
3,085
-3,295
-52% -$921K 0.02% 205
2025
Q3 		$1.66M Buy
6,380
+3,959
+164% +$993K 0.05% 144
2025
Q2 		$601K Sell
2,421
-6,597
-73% -$1.63M 0.02% 242
2025
Q1 		$2.39M Buy
9,018
+2,294
+34% +$611K 0.08% 120
2024
Q4 		$1.71M Buy
6,724
+4,589
+215% +$1.24M 0.06% 135
2024
Q3 		$603K Sell
2,135
-4,723
-69% -$1.31M 0.02% 231
2024
Q2 		$1.82M Buy
6,858
+1,819
+36% +$477K 0.06% 147
2024
Q1 		$1.36M Buy
5,039
+179
+4% +$47K 0.04% 182
2023
Q4 		$1.22M Buy
4,860
+132
+3% +$31.3K 0.05% 157
2023
Q3 		$1.11M Sell
4,728
-2,061
-30% -$502K 0.05% 155
2023
Q2 		$1.66M Sell
6,789
-744
-10% -$181K 0.07% 117
2023
Q1 		$1.8M Sell
7,533
-376
-5% -$90.5K 0.07% 116
2022
Q4 		$1.96M Buy
7,909
+384
+5% +$93.1K 0.08% 107
2022
Q3 		$1.68M Sell
7,525
-2,031
-21% -$485K 0.08% 106
2022
Q2 		$2.25M Sell
9,556
-187
-2% -$45.1K 0.1% 93
2022
Q1 		$2.48M Sell
9,743
-1,600
-14% -$395K 0.1% 90
2021
Q4 		$3.02M Buy
11,343
+853
+8% +$218K 0.12% 73
2021
Q3 		$2.59M Sell
10,490
-186
-2% -$47.7K 0.12% 70
2021
Q2 		$2.64M Sell
10,676
-22
-0.2% -$5.26K 0.12% 71
2021
Q1 		$2.45M Sell
10,698
-1,024
-9% -$235K 0.13% 72
2020
Q4 		$2.62M Sell
11,722
-2,426
-17% -$519K 0.14% 62
2020
Q3 		$2.89M Sell
14,148
-1,577
-10% -$319K 0.15% 54
2020
Q2 		$3.03M Buy
15,725
+2,685
+21% +$504K 0.17% 52
2020
Q1 		$2.17M Buy
13,040
+616
+5% +$113K 0.15% 54
2019
Q4 		$2.38M Buy
12,424
+315
+3% +$56.5K 0.14% 61
2019
Q3 		$2.03M Sell
12,109
-52
-0.4% -$8.9K 0.12% 68
2019
Q2 		$2.12M Sell
12,161
-200
-2% -$33.8K 0.14% 65
2019
Q1 		$2.13M Buy
12,361
+3,728
+43% +$632K 0.15% 60
2018
Q4 		$1.39M Sell
8,633
-3,348
-28% -$567K 0.1% 79
2018
Q3 		$2.16M Buy
11,981
+933
+8% +$160K 0.17% 47
2018
Q2 		$1.76M Sell
11,048
-1,095
-9% -$172K 0.16% 53
2018
Q1 		$1.86M Buy
12,143
+881
+8% +$141K 0.16% 55
2017
Q4 		$1.74M Sell
11,262
-2,938
-21% -$451K 0.16% 54
2017
Q3 		$2.16M Buy
14,200
+1,902
+15% +$284K 0.17% 61
2017
Q2 		$1.81M Buy
12,298
+5,660
+85% +$800K 0.15% 66
2017
Q1 		$915K Buy
6,638
+3,244
+96% +$437K 0.08% 115
2016
Q4 		$430K Buy
+3,394
New +$433K 0.05% 180

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

Avantax Planning Partners's VHT Position: Q2 2026 in Review

Avantax Planning Partners reduced its Vanguard Health Care ETF (VHT) stake by 24% in Q2 2026, selling an estimated $205K and leaving 2,348 shares worth $702K. The position accounts for 0.02% of the portfolio, ranked #238.

Avantax Planning Partners first reported a position in VHT in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.03M in Q2 2020. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Avantax Planning Partners held 2,348 shares of Vanguard Health Care ETF worth $702K as of Q2 2026.
  • Avantax Planning Partners sold 738 Vanguard Health Care ETF shares in Q2 2026, an estimated $205K.
  • Vanguard Health Care ETF made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #238 holding.
  • Avantax Planning Partners first reported a position in Vanguard Health Care ETF in Q4 2016 and has held it in 39 quarters since.
  • Avantax Planning Partners's Vanguard Health Care ETF position peaked at $3.03M in Q2 2020.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.