Fiduciary Alliance’s Vanguard Health Care ETF VHT Stock Holding History

Fiduciary Alliance’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	$479K	Sell	1,733 -23	-1%	-$6.58K	0.03%	375
2025 Q4	$505K	Buy	1,756 +380	+28%	+$106K	0.03%	340
2025 Q3	$357K	Sell	1,376 -183	-12%	-$45.9K	0.02%	390
2025 Q2	$387K	Buy	1,559 +1	+0.1%	+$247	0.03%	352
2025 Q1	$412K	Buy	1,558 +176	+13%	+$46.9K	0.04%	280
2024 Q4	$351K	Buy	1,382 +70	+5%	+$18.9K	0.04%	274
2024 Q3	$370K	Buy	1,312 +159	+14%	+$44.2K	0.05%	186
2024 Q2	$304K	Buy	+1,153	New	+$302K	0.05%	167
2023 Q4	–	Sell	-1,650	Closed	-$388K	–	195
2023 Q3	$388K	Hold	1,650	–	–	0.09%	121
2023 Q2	$404K	Buy	1,650 +20	+1%	+$4.87K	0.09%	112
2023 Q1	$389K	Hold	1,630	–	–	0.1%	106
2022 Q4	$404K	Buy	+1,630	New	+$395K	0.1%	97

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

Fiduciary Alliance's VHT Position: Q1 2026 in Review

Fiduciary Alliance reduced its Vanguard Health Care ETF (VHT) stake by 1.3% in Q1 2026, selling an estimated $6.58K and leaving 1,733 shares worth $479K. The position accounts for 0.03% of the portfolio, ranked #375.

Fiduciary Alliance first reported a position in VHT in Q4 2022 and has held it in 12 quarters since. The position peaked at $505K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Fiduciary Alliance held 1,733 shares of Vanguard Health Care ETF worth $479K as of Q1 2026.
Fiduciary Alliance sold 23 Vanguard Health Care ETF shares in Q1 2026, an estimated $6.58K.
Vanguard Health Care ETF made up 0.03% of Fiduciary Alliance's portfolio in Q1 2026, its #375 holding.
Fiduciary Alliance first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 12 quarters since.
Fiduciary Alliance's Vanguard Health Care ETF position peaked at $505K in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.