Edge Financial Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Edge Financial Advisors’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
2025 Q4	$594K	Buy	2,063 +10	+0.5%	+$2.79K	0.25%	75
2025 Q3	$533K	Sell	2,053 -45	-2%	-$11.3K	0.24%	77
2025 Q2	$521K	Buy	2,098 +6	+0.3%	+$1.48K	0.27%	65
2025 Q1	$554K	Sell	2,092 -96	-4%	-$25.6K	0.35%	47
2024 Q4	$555K	Buy	2,188 +17	+0.8%	+$4.58K	0.5%	52
2024 Q3	$613K	Buy	2,171 +7	+0.3%	+$1.94K	0.54%	50
2024 Q2	$576K	Sell	2,164 -55	-2%	-$14.4K	0.6%	46
2024 Q1	$585K	Buy	+2,219	New	+$583K	0.52%	58

Other funds holding VHT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Edge Financial Advisors's VHT Position: Q4 2025 in Review

Edge Financial Advisors increased its Vanguard Health Care ETF (VHT) stake by 0.49% in Q4 2025, buying an estimated $2.79K and bringing the position to 2,063 shares worth $594K. The position accounts for 0.25% of the portfolio, ranked #75.

Edge Financial Advisors first reported a position in VHT in Q1 2024 and has held it in 8 quarters since. The position peaked at $613K in Q3 2024. 1,131 funds tracked by Wall St. Rank hold VHT as of Q4 2025.

Edge Financial Advisors held 2,063 shares of Vanguard Health Care ETF worth $594K as of Q4 2025.
Edge Financial Advisors bought 10 Vanguard Health Care ETF shares in Q4 2025, an estimated $2.79K.
Vanguard Health Care ETF made up 0.25% of Edge Financial Advisors's portfolio in Q4 2025, its #75 holding.
Edge Financial Advisors first reported a position in Vanguard Health Care ETF in Q1 2024 and has held it in 8 quarters since.
Edge Financial Advisors's Vanguard Health Care ETF position peaked at $613K in Q3 2024.
1,131 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.