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Great Valley Advisor Group’s Vanguard Health Care ETF VHT Stock Holding History

Great Valley Advisor Group’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 		$1.18M Buy
4,315
+1,891
+78% +$541K 0.02% 484
2025
Q4 		$698K Buy
2,424
+169
+7% +$47.2K 0.01% 555
2025
Q3 		$585K Sell
2,255
-102
-4% -$25.6K 0.01% 587
2025
Q2 		$585K Sell
2,357
-568
-19% -$140K 0.01% 572
2025
Q1 		$774K Buy
2,925
+438
+18% +$117K 0.02% 498
2024
Q4 		$631K Buy
2,487
+169
+7% +$45.5K 0.01% 532
2024
Q3 		$654K Sell
2,318
-573
-20% -$159K 0.02% 508
2024
Q2 		$769K Sell
2,891
-3,325
-53% -$872K 0.02% 445
2024
Q1 		$1.68M Buy
6,216
+4,072
+190% +$1.07M 0.05% 297
2023
Q4 		$537K Sell
2,144
-7,251
-77% -$1.72M 0.02% 441
2023
Q3 		$2.21M Sell
9,395
-104
-1% -$25.4K 0.09% 207
2023
Q2 		$2.33M Buy
9,499
+81
+0.9% +$19.7K 0.1% 203
2023
Q1 		$2.25M Buy
9,418
+276
+3% +$66.4K 0.1% 199
2022
Q4 		$2.27M Buy
9,142
+7,287
+393% +$1.77M 0.12% 192
2022
Q3 		$415K Buy
1,855
+128
+7% +$30.6K 0.02% 462
2022
Q2 		$407K Buy
1,727
+666
+63% +$161K 0.02% 478
2022
Q1 		$270K Hold
1,061
– – 0.02% 505
2021
Q4 		$283K Buy
1,061
+11
+1% +$2.81K 0.02% 497
2021
Q3 		$260K Hold
1,050
– – 0.02% 498
2021
Q2 		$259K Buy
+1,050
New +$251K 0.02% 479

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

Great Valley Advisor Group's VHT Position: Q1 2026 in Review

Great Valley Advisor Group increased its Vanguard Health Care ETF (VHT) stake by 78% in Q1 2026, buying an estimated $541K and bringing the position to 4,315 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #484.

Great Valley Advisor Group first reported a position in VHT in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.33M in Q2 2023. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Great Valley Advisor Group held 4,315 shares of Vanguard Health Care ETF worth $1.18M as of Q1 2026.
  • Great Valley Advisor Group bought 1,891 Vanguard Health Care ETF shares in Q1 2026, an estimated $541K.
  • Vanguard Health Care ETF made up 0.02% of Great Valley Advisor Group's portfolio in Q1 2026, its #484 holding.
  • Great Valley Advisor Group first reported a position in Vanguard Health Care ETF in Q2 2021 and has held it in 20 quarters since.
  • Great Valley Advisor Group's Vanguard Health Care ETF position peaked at $2.33M in Q2 2023.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.