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

Evolution 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
Q1 		$306K Hold
1,125
– – 0.03% 137
2025
Q4 		$324K Hold
1,125
– – 0.03% 130
2025
Q3 		$292K Sell
1,125
-40
-3% -$10K 0.04% 131
2025
Q2 		$289K Hold
1,165
– – 0.04% 133
2025
Q1 		$308K Buy
1,165
+40
+4% +$10.7K 0.05% 114
2024
Q4 		$285K Buy
1,125
+65
+6% +$17.5K 0.05% 115
2024
Q3 		$299K Hold
1,060
– – 0.05% 105
2024
Q2 		$282K Hold
1,060
– – 0.05% 112
2024
Q1 		$287K Sell
1,060
-270
-20% -$70.9K 0.05% 106
2023
Q4 		$333K Hold
1,330
– – 0.07% 93
2023
Q3 		$313K Sell
1,330
-102
-7% -$24.9K 0.07% 94
2023
Q2 		$351K Hold
1,432
– – 0.08% 87
2023
Q1 		$341K Hold
1,432
– – 0.08% 86
2022
Q4 		$355K Hold
1,432
– – 0.09% 89
2022
Q3 		$320K Buy
+1,432
New +$342K 0.09% 83
2021
Q4 		– Sell
-345
Closed -$85K – 612
2021
Q3 		$85K Buy
345
+10
+3% +$2.56K 0.02% 162
2021
Q2 		$83K Sell
335
-5
-1% -$1.2K 0.02% 174
2021
Q1 		$78K Hold
340
– – 0.02% 167
2020
Q4 		$76K Sell
340
-15
-4% -$3.21K 0.02% 154
2020
Q3 		$72K Hold
355
– – 0.02% 158
2020
Q2 		$68K Sell
355
-1,125
-76% -$211K 0.02% 127
2020
Q1 		$246K Sell
1,480
-3,770
-72% -$689K 0.1% 57
2019
Q4 		$1.01M Buy
5,250
+175
+3% +$31.4K 0.25% 38
2019
Q3 		$851K Hold
5,075
– – 0.41% 19
2019
Q2 		$883K Hold
5,075
– – 0.38% 25
2019
Q1 		$875K Sell
5,075
-30
-0.6% -$5.08K 0.4% 32
2018
Q4 		$820K Buy
+5,105
New +$865K 0.37% 42

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evolution Wealth Advisors's VHT Position: Q1 2026 in Review

Evolution Wealth Advisors held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 1,125 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #137.

Evolution Wealth Advisors first reported a position in VHT in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.01M in Q4 2019. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Evolution Wealth Advisors held 1,125 shares of Vanguard Health Care ETF worth $306K as of Q1 2026.
  • Evolution Wealth Advisors left its Vanguard Health Care ETF share count unchanged in Q1 2026.
  • Vanguard Health Care ETF made up 0.03% of Evolution Wealth Advisors's portfolio in Q1 2026, its #137 holding.
  • Evolution Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2018 and has held it in 27 quarters since.
  • Evolution Wealth Advisors's Vanguard Health Care ETF position peaked at $1.01M in Q4 2019.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.