Guardian Wealth Advisors (North Carolina)’s Vanguard Health Care ETF VHT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$23.3K	Buy	+85	New	+$24.3K	﹤0.01%	495
2025 Q3	–	Sell	-185	Closed	-$45.8K	–	544
2025 Q2	$45.8K	Buy	185 +21	+13%	+$5.19K	﹤0.01%	406
2025 Q1	$43.5K	Hold	164	–	–	﹤0.01%	387
2024 Q4	$41.6K	Hold	164	–	–	﹤0.01%	374
2024 Q3	$46.2K	Buy	164 +1	+0.6%	+$278	﹤0.01%	312
2024 Q2	$43.5K	Hold	163	–	–	0.01%	305
2024 Q1	$44.2K	Hold	163	–	–	0.01%	325
2023 Q4	$40.9K	Buy	163 +2	+1%	+$474	0.01%	319
2023 Q3	$37.9K	Hold	161	–	–	0.01%	313
2023 Q2	$39.4K	Hold	161	–	–	0.01%	297
2023 Q1	$38.3K	Buy	+161	New	+$38.7K	0.01%	287

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s VHT Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in Vanguard Health Care ETF (VHT) in Q1 2026: 85 shares worth $23.3K. The stake represents ﹤0.01% of the portfolio and ranks #495 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in VHT as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in VHT in Q1 2023 and has held it in 11 quarters since. The position peaked at $46.2K in Q3 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 85 shares of Vanguard Health Care ETF worth $23.3K as of Q1 2026.
Vanguard Health Care ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
Vanguard Health Care ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #495 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Health Care ETF in Q1 2023 and has held it in 11 quarters since.
Guardian Wealth Advisors (North Carolina)'s Vanguard Health Care ETF position peaked at $46.2K in Q3 2024.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.