AWM
VHT icon

Avior Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Avior Wealth Management’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 		$715K Buy
2,390
+367
+18% +$102K 0.02% 438
2026
Q1 		$551K Buy
2,023
+207
+11% +$59.2K 0.02% 505
2025
Q4 		$523K Sell
1,816
-68
-4% -$19K 0.02% 445
2025
Q3 		$489K Buy
1,884
+70
+4% +$17.6K 0.02% 447
2025
Q2 		$450K Sell
1,814
-99
-5% -$24.5K 0.02% 456
2025
Q1 		$506K Buy
1,913
+2
+0.1% +$533 0.02% 401
2024
Q4 		$485K Sell
1,911
-463
-20% -$125K 0.02% 454
2024
Q3 		$670K Buy
2,374
+148
+7% +$41.1K 0.03% 382
2024
Q2 		$592K Sell
2,226
-434
-16% -$114K 0.03% 390
2024
Q1 		$720K Buy
2,660
+569
+27% +$149K 0.03% 361
2023
Q4 		$524K Buy
2,091
+2
+0.1% +$474 0.03% 334
2023
Q3 		$491K Sell
2,089
-652
-24% -$159K 0.03% 335
2023
Q2 		$671K Sell
2,741
-133
-5% -$32.4K 0.04% 277
2023
Q1 		$686K Buy
2,874
+342
+14% +$82.3K 0.05% 264
2022
Q4 		$628K Buy
2,532
+735
+41% +$178K 0.05% 253
2022
Q3 		$401K Buy
1,797
+48
+3% +$11.5K 0.03% 320
2022
Q2 		$411K Buy
1,749
+457
+35% +$110K 0.04% 291
2022
Q1 		$328K Sell
1,292
-44
-3% -$10.9K 0.03% 366
2021
Q4 		$355K Buy
1,336
+1,203
+905% +$307K 0.03% 368
2021
Q3 		$32K Hold
133
– – ﹤0.01% 605
2021
Q2 		$32K Hold
133
– – ﹤0.01% 589
2021
Q1 		$30K Hold
133
– – ﹤0.01% 583
2020
Q4 		$29K Hold
133
– – ﹤0.01% 562
2020
Q3 		$27K Hold
133
– – ﹤0.01% 558
2020
Q2 		$25K Hold
133
– – ﹤0.01% 546
2020
Q1 		$22K Sell
133
-41
-24% -$7.49K ﹤0.01% 509
2019
Q4 		$33K Buy
174
+41
+31% +$7.35K 0.01% 492
2019
Q3 		$22K Hold
133
– – ﹤0.01% 518
2019
Q2 		$23K Hold
133
– – ﹤0.01% 514
2019
Q1 		$22K Hold
133
– – ﹤0.01% 483
2018
Q4 		$21K Hold
133
– – 0.01% 518
2018
Q3 		$24K Hold
133
– – 0.01% 529
2018
Q2 		$21K Hold
133
– – ﹤0.01% 539
2018
Q1 		$20K Hold
133
– – ﹤0.01% 545
2017
Q4 		$21K Hold
133
– – ﹤0.01% 541
2017
Q3 		$20K Hold
133
– – 0.01% 277
2017
Q2 		$20K Hold
133
– – 0.01% 251
2017
Q1 		$18K Hold
133
– – 0.01% 304
2016
Q4 		$17K Hold
133
– – 0.01% 296
2016
Q3 		$18K Hold
133
– – 0.01% 303
2016
Q2 		$17K Hold
133
– – 0.01% 299
2016
Q1 		$16K Hold
133
– – 0.01% 310
2015
Q4 		$18K Hold
133
– – 0.01% 259
2015
Q3 		$16K Hold
133
– – 0.01% 251
2015
Q2 		$19K Hold
133
– – 0.01% 211
2015
Q1 		$18K Buy
+133
New +$17.5K 0.01% 208

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

Avior Wealth Management's VHT Position: Q2 2026 in Review

Avior Wealth Management increased its Vanguard Health Care ETF (VHT) stake by 18% in Q2 2026, buying an estimated $102K and bringing the position to 2,390 shares worth $715K. The position accounts for 0.02% of the portfolio, ranked #438.

Avior Wealth Management first reported a position in VHT in Q1 2015 and has held it in 46 quarters since. The position peaked at $720K in Q1 2024. 244 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Avior Wealth Management held 2,390 shares of Vanguard Health Care ETF worth $715K as of Q2 2026.
  • Avior Wealth Management bought 367 Vanguard Health Care ETF shares in Q2 2026, an estimated $102K.
  • Vanguard Health Care ETF made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #438 holding.
  • Avior Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2015 and has held it in 46 quarters since.
  • Avior Wealth Management's Vanguard Health Care ETF position peaked at $720K in Q1 2024.
  • 244 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.