FAIM
VHT icon

Financial Advocates Investment Management’s Vanguard Health Care ETF VHT Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		– Sell
-1,519
Closed -$377K – 579
2025
Q2 		$377K Sell
1,519
-483
-24% -$119K 0.03% 438
2025
Q1 		$530K Buy
2,002
+66
+3% +$17.6K 0.04% 412
2024
Q4 		$491K Sell
1,936
-2,694
-58% -$726K 0.03% 455
2024
Q3 		$1.21M Buy
4,630
+406
+10% +$113K 0.07% 264
2024
Q2 		$1.12M Sell
4,224
-300
-7% -$78.6K 0.07% 267
2024
Q1 		$1.23M Sell
4,524
-54
-1% -$14.2K 0.07% 271
2023
Q4 		$1.16M Sell
4,578
-793
-15% -$188K 0.08% 259
2023
Q3 		$1.27M Buy
5,371
+28
+0.5% +$6.83K 0.09% 230
2023
Q2 		$1.31M Sell
5,343
-1,058
-17% -$257K 0.09% 223
2023
Q1 		$1.53M Buy
6,401
+512
+9% +$123K 0.11% 210
2022
Q4 		$1.46M Buy
5,889
+1,151
+24% +$279K 0.11% 214
2022
Q3 		$874K Sell
4,738
-3,733
-44% -$891K 0.07% 283
2022
Q2 		$2M Buy
8,471
+1,613
+24% +$389K 0.16% 154
2022
Q1 		$1.75M Sell
6,858
-19,264
-74% -$4.76M 0.12% 211
2021
Q4 		$3.32M Buy
26,122
+20,685
+380% +$5.27M 0.21% 114
2021
Q3 		$1.34M Sell
5,437
-9,129
-63% -$2.34M 0.09% 253
2021
Q2 		$1.46M Buy
14,566
+8,924
+158% +$2.13M 0.1% 250
2021
Q1 		$1.29M Buy
5,642
+260
+5% +$59.6K 0.09% 259
2020
Q4 		$1.21M Buy
5,382
+999
+23% +$214K 0.08% 271
2020
Q3 		$894K Sell
4,383
-108
-2% -$21.9K 0.08% 270
2020
Q2 		$865K Sell
4,491
-254
-5% -$47.7K 0.08% 270
2020
Q1 		$788K Buy
4,745
+196
+4% +$35.8K 0.11% 211
2019
Q4 		$872K Buy
4,549
+743
+20% +$133K 0.09% 227
2019
Q3 		$638K Sell
3,806
-672
-15% -$115K 0.07% 257
2019
Q2 		$779K Buy
4,478
+196
+5% +$33.1K 0.09% 214
2019
Q1 		$738K Buy
4,282
+609
+17% +$103K 0.09% 214
2018
Q4 		$589K Buy
3,673
+6
+0.2% +$1.02K 0.08% 226
2018
Q3 		$661K Buy
3,667
+35
+1% +$6.02K 0.07% 242
2018
Q2 		$580K Buy
3,632
+121
+3% +$19K 0.07% 250
2018
Q1 		$539K Sell
3,511
-577
-14% -$92.1K 0.07% 246
2017
Q4 		$631K Buy
+4,088
New +$627K 0.09% 226

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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Advocates Investment Management's VHT Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Vanguard Health Care ETF (VHT) in Q3 2025, closing a stake of 1,519 shares — an estimated $377K sold.

Financial Advocates Investment Management first reported a position in VHT in Q4 2017 and held it in 31 quarters. The position peaked at $3.32M in Q4 2021. 1,012 funds tracked by Wall St. Rank hold VHT as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Vanguard Health Care ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,519 Vanguard Health Care ETF shares in Q3 2025, an estimated $377K.
  • Financial Advocates Investment Management first reported a position in Vanguard Health Care ETF in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's Vanguard Health Care ETF position peaked at $3.32M in Q4 2021.
  • 1,012 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.