Avion Wealth’s Vanguard Health Care ETF VHT Stock Holding History

Avion 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 Q1	$1K	Hold	5	–	–	﹤0.01%	1166
2025 Q4	$1K	Hold	5	–	–	﹤0.01%	1152
2025 Q3	$1K	Hold	5	–	–	﹤0.01%	1121
2025 Q2	$1K	Hold	5	–	–	﹤0.01%	1086
2025 Q1	$1K	Hold	5	–	–	﹤0.01%	946
2024 Q4	$1K	Hold	5	–	–	﹤0.01%	944
2024 Q3	$1K	Hold	5	–	–	﹤0.01%	918
2024 Q2	$1K	Hold	5	–	–	﹤0.01%	833
2024 Q1	$2K	Sell	5 -340	-99%	-$89.3K	﹤0.01%	790
2023 Q4	$86K	Hold	345	–	–	0.02%	121
2023 Q3	$80K	Hold	345	–	–	0.02%	119
2023 Q2	$84K	Buy	345 +1	+0.3%	+$243	0.02%	122
2023 Q1	$85K	Hold	344	–	–	0.02%	111
2022 Q4	$77K	Hold	344	–	–	0.02%	119
2022 Q3	$77K	Hold	344	–	–	0.02%	119
2022 Q2	$81K	Hold	344	–	–	0.03%	106
2022 Q1	$88K	Hold	344	–	–	0.03%	94
2021 Q4	$92K	Hold	344	–	–	0.03%	88
2021 Q3	$85K	Hold	344	–	–	0.03%	87
2021 Q2	$85K	Hold	344	–	–	0.03%	88
2021 Q1	$79K	Hold	344	–	–	0.03%	90
2020 Q4	$77K	Hold	344	–	–	0.02%	94
2020 Q3	$70K	Buy	344 +340	+8,500%	+$68.8K	0.02%	75
2020 Q2	$1K	Hold	4	–	–	﹤0.01%	265
2020 Q1	$1K	Buy	+4	New	+$731	﹤0.01%	291

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avion Wealth's VHT Position: Q1 2026 in Review

Avion Wealth held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 5 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Avion Wealth first reported a position in VHT in Q1 2020 and has held it in 25 quarters since. The position peaked at $92K in Q4 2021. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Avion Wealth held 5 shares of Vanguard Health Care ETF worth $1K as of Q1 2026.
Avion Wealth left its Vanguard Health Care ETF share count unchanged in Q1 2026.
Vanguard Health Care ETF made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1166 holding.
Avion Wealth first reported a position in Vanguard Health Care ETF in Q1 2020 and has held it in 25 quarters since.
Avion Wealth's Vanguard Health Care ETF position peaked at $92K in Q4 2021.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.