Guardian Asset Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Guardian Asset 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 Q2	$317K	Sell	1,059 -39	-4%	-$10.8K	0.15%	96
2026 Q1	$299K	Sell	1,098 -22	-2%	-$6.29K	0.17%	86
2025 Q4	$323K	Sell	1,120 -3	-0.3%	-$838	0.17%	86
2025 Q3	$292K	Hold	1,123	–	–	0.16%	86
2025 Q2	$279K	Hold	1,123	–	–	0.16%	92
2025 Q1	$297K	Buy	1,123 +1	+0.1%	+$266	0.19%	85
2024 Q4	$285K	Hold	1,122	–	–	0.18%	86
2024 Q3	$317K	Hold	1,122	–	–	0.22%	81
2024 Q2	$299K	Hold	1,122	–	–	0.22%	82
2024 Q1	$304K	Hold	1,122	–	–	0.25%	77
2023 Q4	$281K	Buy	+1,122	New	+$266K	0.26%	75

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Guardian Asset Advisors's VHT Position: Q2 2026 in Review

Guardian Asset Advisors reduced its Vanguard Health Care ETF (VHT) stake by 3.6% in Q2 2026, selling an estimated $10.8K and leaving 1,059 shares worth $317K. The position accounts for 0.15% of the portfolio, ranked #96.

Guardian Asset Advisors first reported a position in VHT in Q4 2023 and has held it in 11 quarters since. The position peaked at $323K in Q4 2025. 1,120 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Guardian Asset Advisors held 1,059 shares of Vanguard Health Care ETF worth $317K as of Q2 2026.
Guardian Asset Advisors sold 39 Vanguard Health Care ETF shares in Q2 2026, an estimated $10.8K.
Vanguard Health Care ETF made up 0.15% of Guardian Asset Advisors's portfolio in Q2 2026, its #96 holding.
Guardian Asset Advisors first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 11 quarters since.
Guardian Asset Advisors's Vanguard Health Care ETF position peaked at $323K in Q4 2025.
1,120 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.