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Aventura Private Wealth’s Vanguard Health Care ETF VHT Stock Holding History

Aventura Private Wealth’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 		$13.8K Hold
46
– – ﹤0.01% 543
2026
Q1 		$12.5K Hold
46
– – ﹤0.01% 515
2025
Q4 		$13.2K Hold
46
– – ﹤0.01% 475
2025
Q3 		$11.9K Hold
46
– – ﹤0.01% 473
2025
Q2 		$11.4K Hold
46
– – ﹤0.01% 447
2025
Q1 		$12.2K Hold
46
– – 0.01% 422
2024
Q4 		$11.7K Buy
+46
New +$12.4K 0.01% 419

Other funds holding VHT

AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aventura Private Wealth's VHT Position: Q2 2026 in Review

Aventura Private Wealth held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 46 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Aventura Private Wealth first reported a position in VHT in Q4 2024 and has held it in 7 quarters since. 244 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Aventura Private Wealth held 46 shares of Vanguard Health Care ETF worth $13.8K as of Q2 2026.
  • Aventura Private Wealth left its Vanguard Health Care ETF share count unchanged in Q2 2026.
  • Vanguard Health Care ETF made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #543 holding.
  • Aventura Private Wealth first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 7 quarters since.
  • 244 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.