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Foundations Investment Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Foundations Investment 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 		$251K Sell
923
-579
-39% -$166K ﹤0.01% 983
2025
Q4 		$432K Sell
1,502
-18
-1% -$5.03K 0.01% 760
2025
Q3 		$395K Sell
1,520
-26
-2% -$6.52K 0.01% 738
2025
Q2 		$384K Buy
1,546
+498
+48% +$123K 0.01% 663
2025
Q1 		$277K Sell
1,048
-12,271
-92% -$3.27M 0.01% 733
2024
Q4 		$3.38M Buy
13,319
+722
+6% +$195K 0.07% 221
2024
Q3 		$3.55M Sell
12,597
-91
-0.7% -$25.3K 0.07% 209
2024
Q2 		$3.37M Buy
12,688
+803
+7% +$211K 0.08% 185
2024
Q1 		$3.22M Buy
11,885
+330
+3% +$86.7K 0.08% 188
2023
Q4 		$3M Buy
11,555
+943
+9% +$223K 0.08% 179
2023
Q3 		$2.49M Buy
10,612
+2,714
+34% +$662K 0.08% 197
2023
Q2 		$1.93M Buy
7,898
+1,518
+24% +$369K 0.06% 196
2023
Q1 		$1.52M Buy
+6,380
New +$1.54M 0.05% 189
2022
Q2 		– Sell
-18,295
Closed -$4.7M – 420
2022
Q1 		$4.7M Buy
18,295
+10,111
+124% +$2.5M 0.18% 49
2021
Q4 		$2.09M Buy
8,184
+1,926
+31% +$491K 0.08% 88
2021
Q3 		$1.53M Buy
+6,258
New +$1.61M 0.07% 91
2020
Q4 		– Sell
-3,707
Closed -$748K – 203
2020
Q3 		$748K Sell
3,707
-445,776
-99% -$90.2M 0.16% 86
2020
Q2 		$87.9M Buy
+449,483
New +$84.3M 7.78% 5

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

Foundations Investment Advisors's VHT Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Vanguard Health Care ETF (VHT) stake by 39% in Q1 2026, selling an estimated $166K and leaving 923 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Foundations Investment Advisors first reported a position in VHT in Q2 2020 and has held it in 18 quarters since. The position peaked at $87.9M in Q2 2020. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Foundations Investment Advisors held 923 shares of Vanguard Health Care ETF worth $251K as of Q1 2026.
  • Foundations Investment Advisors sold 579 Vanguard Health Care ETF shares in Q1 2026, an estimated $166K.
  • Vanguard Health Care ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #983 holding.
  • Foundations Investment Advisors first reported a position in Vanguard Health Care ETF in Q2 2020 and has held it in 18 quarters since.
  • Foundations Investment Advisors's Vanguard Health Care ETF position peaked at $87.9M in Q2 2020.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.