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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
Q2 		$496K Sell
1,659
-74
-4% -$20.6K 0.03% 368
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
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

Fiduciary Alliance's VHT Position: Q2 2026 in Review

Fiduciary Alliance reduced its Vanguard Health Care ETF (VHT) stake by 4.3% in Q2 2026, selling an estimated $20.6K and leaving 1,659 shares worth $496K. The position accounts for 0.03% of the portfolio, ranked #368.

Fiduciary Alliance first reported a position in VHT in Q4 2022 and has held it in 13 quarters since. The position peaked at $505K in Q4 2025. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Fiduciary Alliance held 1,659 shares of Vanguard Health Care ETF worth $496K as of Q2 2026.
  • Fiduciary Alliance sold 74 Vanguard Health Care ETF shares in Q2 2026, an estimated $20.6K.
  • Vanguard Health Care ETF made up 0.03% of Fiduciary Alliance's portfolio in Q2 2026, its #368 holding.
  • Fiduciary Alliance first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 13 quarters since.
  • Fiduciary Alliance's Vanguard Health Care ETF position peaked at $505K in Q4 2025.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.