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FRG Family Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

FRG Family Wealth 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 		$879K Buy
3,227
+94
+3% +$26.9K 0.14% 95
2025
Q4 		$902K Sell
3,133
-815
-21% -$228K 0.14% 92
2025
Q3 		$1.02M Sell
3,948
-3,370
-46% -$845K 0.17% 89
2025
Q2 		$1.82M Sell
7,318
-2,250
-24% -$556K 0.32% 51
2025
Q1 		$2.53M Sell
9,568
-205
-2% -$54.6K 0.49% 42
2024
Q4 		$2.48M Buy
9,773
+60
+0.6% +$16.2K 0.45% 44
2024
Q3 		$2.74M Sell
9,713
-303
-3% -$84.2K 0.49% 42
2024
Q2 		$2.71M Sell
10,016
-460
-4% -$121K 0.52% 42
2024
Q1 		$2.68M Buy
10,476
+1,050
+11% +$276K 0.53% 39
2023
Q4 		$2.36M Buy
9,426
+205
+2% +$48.6K 0.48% 42
2023
Q3 		$2.17M Buy
9,221
+2,126
+30% +$518K 0.49% 44
2023
Q2 		$1.74M Buy
7,095
+100
+1% +$24.3K 0.38% 45
2023
Q1 		$1.67M Buy
6,995
+865
+14% +$208K 0.38% 49
2022
Q4 		$1.52M Buy
6,130
+1,255
+26% +$304K 0.36% 55
2022
Q3 		$1.09M Sell
4,875
-580
-11% -$138K 0.27% 62
2022
Q2 		$1.28M Buy
5,455
+70
+1% +$16.9K 0.3% 59
2022
Q1 		$1.37M Buy
5,385
+1,680
+45% +$415K 0.27% 60
2021
Q4 		$987K Buy
3,705
+1,410
+61% +$360K 0.18% 76
2021
Q3 		$567K Buy
+2,295
New +$589K 0.11% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FRG Family Wealth Advisors's VHT Position: Q1 2026 in Review

FRG Family Wealth Advisors increased its Vanguard Health Care ETF (VHT) stake by 3% in Q1 2026, buying an estimated $26.9K and bringing the position to 3,227 shares worth $879K. The position accounts for 0.14% of the portfolio, ranked #95.

FRG Family Wealth Advisors first reported a position in VHT in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.74M in Q3 2024. 1,090 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • FRG Family Wealth Advisors held 3,227 shares of Vanguard Health Care ETF worth $879K as of Q1 2026.
  • FRG Family Wealth Advisors bought 94 Vanguard Health Care ETF shares in Q1 2026, an estimated $26.9K.
  • Vanguard Health Care ETF made up 0.14% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #95 holding.
  • FRG Family Wealth Advisors first reported a position in Vanguard Health Care ETF in Q3 2021 and has held it in 19 quarters since.
  • FRG Family Wealth Advisors's Vanguard Health Care ETF position peaked at $2.74M in Q3 2024.
  • 1,090 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.