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Fortis Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Fortis 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 		– Sell
-2,332
Closed -$671K – 137
2025
Q4 		$671K Sell
2,332
-25
-1% -$6.99K 0.36% 49
2025
Q3 		$612K Sell
2,357
-2,502
-51% -$628K 0.34% 50
2025
Q2 		$1.21M Sell
4,859
-54
-1% -$13.3K 0.77% 26
2025
Q1 		$1.3M Sell
4,913
-20
-0.4% -$5.33K 0.85% 29
2024
Q4 		$1.25M Buy
4,933
+38
+0.8% +$10.2K 0.82% 29
2024
Q3 		$1.38M Sell
4,895
-6,336
-56% -$1.76M 0.9% 28
2024
Q2 		$2.99M Sell
11,231
-89
-0.8% -$23.3K 2.11% 14
2024
Q1 		$3.06M Sell
11,320
-25
-0.2% -$6.57K 2.05% 15
2023
Q4 		$2.84M Sell
11,345
-44
-0.4% -$10.4K 2.03% 15
2023
Q3 		$2.68M Sell
11,389
-30,604
-73% -$7.46M 2.01% 17
2023
Q2 		$4.01M Buy
41,993
+269
+0.6% +$65.4K 2.87% 12
2023
Q1 		$4M Sell
41,724
-4,724
-10% -$1.14M 2.61% 13
2022
Q4 		$5.1M Buy
46,448
+2,859
+7% +$693K 3.89% 9
2022
Q3 		$4.57M Sell
43,589
-288
-0.7% -$68.7K 3.26% 10
2022
Q2 		$4.59M Buy
43,877
+1,366
+3% +$329K 3.04% 12
2022
Q1 		$4.13M Buy
42,511
+797
+2% +$197K 2.27% 13
2021
Q4 		$3.81M Buy
41,714
+27,605
+196% +$7.04M 2.21% 15
2021
Q3 		$3.49M Buy
+14,109
New +$3.62M 2.13% 13
2020
Q4 		– Sell
-12
Closed -$2.56K – 192
2020
Q3 		$2K Buy
+12
New +$2.43K ﹤0.01% 141

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

Fortis Advisors's VHT Position: Q1 2026 in Review

Fortis Advisors sold out of Vanguard Health Care ETF (VHT) in Q1 2026, closing a stake of 2,332 shares — an estimated $671K sold.

Fortis Advisors first reported a position in VHT in Q3 2020 and held it in 19 quarters. The position peaked at $5.1M in Q4 2022. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Fortis Advisors reported no remaining Vanguard Health Care ETF position as of Q1 2026 after selling out during the quarter.
  • Fortis Advisors sold 2,332 Vanguard Health Care ETF shares in Q1 2026, an estimated $671K.
  • Fortis Advisors first reported a position in Vanguard Health Care ETF in Q3 2020 and held it in 19 quarters.
  • Fortis Advisors's Vanguard Health Care ETF position peaked at $5.1M in Q4 2022.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.