Equitable Trust’s Vanguard Health Care ETF VHT Stock Holding History

Equitable Trust’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 Q3	$227K	Hold	718	–	–	0.01%	430
2026 Q2	$215K	Buy	+718	New	+$200K	0.01%	442
2026 Q1	–	Sell	-718	Closed	-$207K	–	492
2025 Q4	$207K	Buy	+718	New	+$201K	0.01%	431
2025 Q1	–	Sell	-1,706	Closed	-$433K	–	486
2024 Q4	$433K	Buy	+1,706	New	+$460K	0.02%	346

Other funds holding VHT

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

MWM

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Equitable Trust's VHT Position: Q3 2026 in Review

Equitable Trust held its Vanguard Health Care ETF (VHT) position steady in Q3 2026 at 718 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #430.

Equitable Trust first reported a position in VHT in Q4 2024 and has held it in 4 quarters since. The position peaked at $433K in Q4 2024. 229 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Equitable Trust held 718 shares of Vanguard Health Care ETF worth $227K as of Q3 2026.
Equitable Trust left its Vanguard Health Care ETF share count unchanged in Q3 2026.
Vanguard Health Care ETF made up 0.01% of Equitable Trust's portfolio in Q3 2026, its #430 holding.
Equitable Trust first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 4 quarters since.
Equitable Trust's Vanguard Health Care ETF position peaked at $433K in Q4 2024.
229 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.