Elevate Wealth Advisory’s Vanguard Health Care ETF VHT Stock Holding History

Elevate Wealth Advisory’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	$15.9K	Hold	53	–	–	0.01%	115
2026 Q1	$14.5K	Hold	53	–	–	0.01%	111
2025 Q4	$15.3K	Hold	53	–	–	0.01%	106
2025 Q3	$13.8K	Hold	53	–	–	0.01%	109
2025 Q2	$13.2K	Hold	53	–	–	0.01%	124
2025 Q1	$14.1K	Hold	53	–	–	0.01%	117
2024 Q4	$13.5K	Hold	53	–	–	0.01%	107
2024 Q3	$15K	Hold	53	–	–	0.01%	110
2024 Q2	$14.1K	Hold	53	–	–	0.01%	103
2024 Q1	$14.3K	Hold	53	–	–	0.01%	99
2023 Q4	$13.2K	Buy	+53	New	+$12.6K	0.01%	104

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Elevate Wealth Advisory's VHT Position: Q2 2026 in Review

Elevate Wealth Advisory held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 53 shares worth $15.9K. The position accounts for 0.01% of the portfolio, ranked #115.

Elevate Wealth Advisory first reported a position in VHT in Q4 2023 and has held it in 11 quarters since. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Elevate Wealth Advisory held 53 shares of Vanguard Health Care ETF worth $15.9K as of Q2 2026.
Elevate Wealth Advisory left its Vanguard Health Care ETF share count unchanged in Q2 2026.
Vanguard Health Care ETF made up 0.01% of Elevate Wealth Advisory's portfolio in Q2 2026, its #115 holding.
Elevate Wealth Advisory first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 11 quarters since.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.