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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
Q2 		– Sell
-140
Closed -$38.1K – 348
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 $1.55T 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

Aviso Financial's VHT Position: Q2 2026 in Review

Aviso Financial sold out of Vanguard Health Care ETF (VHT) in Q2 2026, closing a stake of 140 shares — an estimated $38.1K sold.

Aviso Financial first reported a position in VHT in Q2 2024 and held it in 8 quarters. The position peaked at $459K in Q3 2025. 1,120 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Aviso Financial reported no remaining Vanguard Health Care ETF position as of Q2 2026 after selling out during the quarter.
  • Aviso Financial sold 140 Vanguard Health Care ETF shares in Q2 2026, an estimated $38.1K.
  • Aviso Financial first reported a position in Vanguard Health Care ETF in Q2 2024 and held it in 8 quarters.
  • Aviso Financial's Vanguard Health Care ETF position peaked at $459K in Q3 2025.
  • 1,120 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.