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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Elevate Wealth Advisory's VHT Position: Q1 2026 in Review

Elevate Wealth Advisory held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 53 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #111.

Elevate Wealth Advisory first reported a position in VHT in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.3K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Elevate Wealth Advisory held 53 shares of Vanguard Health Care ETF worth $14.5K as of Q1 2026.
Elevate Wealth Advisory left its Vanguard Health Care ETF share count unchanged in Q1 2026.
Vanguard Health Care ETF made up 0.01% of Elevate Wealth Advisory's portfolio in Q1 2026, its #111 holding.
Elevate Wealth Advisory first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 10 quarters since.
Elevate Wealth Advisory's Vanguard Health Care ETF position peaked at $15.3K in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.