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 Q3	$441K	Sell	1,394 -265	-16%	-$83K	0.03%	339
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

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

WAG

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 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

Fiduciary Alliance's VHT Position: Q3 2026 in Review

Fiduciary Alliance reduced its Vanguard Health Care ETF (VHT) stake by 16% in Q3 2026, selling an estimated $83K and leaving 1,394 shares worth $441K. The position accounts for 0.03% of the portfolio, ranked #339.

Fiduciary Alliance first reported a position in VHT in Q4 2022 and has held it in 14 quarters since. The position peaked at $505K in Q4 2025. 266 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Fiduciary Alliance held 1,394 shares of Vanguard Health Care ETF worth $441K as of Q3 2026.
Fiduciary Alliance sold 265 Vanguard Health Care ETF shares in Q3 2026, an estimated $83K.
Vanguard Health Care ETF made up 0.03% of Fiduciary Alliance's portfolio in Q3 2026, its #339 holding.
Fiduciary Alliance first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 14 quarters since.
Fiduciary Alliance's Vanguard Health Care ETF position peaked at $505K in Q4 2025.
266 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.