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Aviso Financial’s Vanguard Health Care ETF VHT Stock Holding History

Aviso Financial’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 		$38.1K Sell
140
-182
-57% -$52K ﹤0.01% 257
2025
Q4 		$92.7K Sell
322
-1,445
-82% -$404K ﹤0.01% 235
2025
Q3 		$459K Buy
1,767
+130
+8% +$32.6K 0.02% 202
2025
Q2 		$407K Sell
1,637
-2
-0.1% -$494 0.02% 201
2025
Q1 		$434K Buy
1,639
+204
+14% +$54.3K 0.02% 201
2024
Q4 		$364K Buy
1,435
+183
+15% +$49.3K 0.02% 216
2024
Q3 		$353K Buy
1,252
+289
+30% +$80.3K 0.02% 218
2024
Q2 		$256K Buy
+963
New +$252K 0.01% 220

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
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aviso Financial's VHT Position: Q1 2026 in Review

Aviso Financial reduced its Vanguard Health Care ETF (VHT) stake by 57% in Q1 2026, selling an estimated $52K and leaving 140 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Aviso Financial first reported a position in VHT in Q2 2024 and has held it in 8 quarters since. The position peaked at $459K in Q3 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Aviso Financial held 140 shares of Vanguard Health Care ETF worth $38.1K as of Q1 2026.
  • Aviso Financial sold 182 Vanguard Health Care ETF shares in Q1 2026, an estimated $52K.
  • Vanguard Health Care ETF made up ﹤0.01% of Aviso Financial's portfolio in Q1 2026, its #257 holding.
  • Aviso Financial first reported a position in Vanguard Health Care ETF in Q2 2024 and has held it in 8 quarters since.
  • Aviso Financial's Vanguard Health Care ETF position peaked at $459K in Q3 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.