EWA
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EverSource Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

EverSource Wealth 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
2026
Q2 		$284K Sell
951
-232
-20% -$64.5K 0.01% 828
2026
Q1 		$322K Sell
1,183
-97
-8% -$27.7K 0.01% 813
2025
Q4 		$369K Hold
1,280
– – 0.01% 654
2025
Q3 		$332K Buy
1,280
+185
+17% +$46.4K 0.01% 677
2025
Q2 		$272K Sell
1,095
-2,035
-65% -$503K 0.01% 721
2025
Q1 		$829K Sell
3,130
-33,912
-92% -$9.03M 0.05% 279
2024
Q4 		$9.4M Sell
37,042
-26,165
-41% -$7.05M 0.53% 44
2024
Q3 		$17.8M Sell
63,207
-2,033
-3% -$565K 1.13% 18
2024
Q2 		$17.9M Sell
65,240
-8,481
-12% -$2.22M 1.19% 17
2024
Q1 		$18.9M Sell
73,721
-206
-0.3% -$54.1K 1.48% 10
2023
Q4 		$18.5M Buy
73,927
+1,404
+2% +$333K 1.7% 9
2023
Q3 		$17.1M Buy
72,523
+5,686
+9% +$1.39M 1.81% 7
2023
Q2 		$16.4M Buy
66,837
+9,279
+16% +$2.26M 1.8% 7
2023
Q1 		$13.7M Buy
57,558
+6,895
+14% +$1.66M 1.71% 10
2022
Q4 		$12.6M Buy
50,663
+50,611
+97,329% +$12.3M 1.9% 8
2022
Q3 		$12K Hold
52
– – ﹤0.01% 1081
2022
Q2 		$12K Sell
52
-11
-17% -$2.65K ﹤0.01% 996
2022
Q1 		$16K Sell
63
-9
-13% -$2.22K ﹤0.01% 800
2021
Q4 		$19K Buy
+72
New +$18.4K 0.01% 719

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

EverSource Wealth Advisors's VHT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Vanguard Health Care ETF (VHT) stake by 20% in Q2 2026, selling an estimated $64.5K and leaving 951 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #828.

EverSource Wealth Advisors first reported a position in VHT in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.9M in Q1 2024. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • EverSource Wealth Advisors held 951 shares of Vanguard Health Care ETF worth $284K as of Q2 2026.
  • EverSource Wealth Advisors sold 232 Vanguard Health Care ETF shares in Q2 2026, an estimated $64.5K.
  • Vanguard Health Care ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #828 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Vanguard Health Care ETF position peaked at $18.9M in Q1 2024.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.