HWA
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HCR Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

HCR 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
Q2 		$624K Sell
2,088
-11
-0.5% -$3.06K 0.06% 143
2026
Q1 		$572K Sell
2,099
-176
-8% -$50.3K 0.06% 138
2025
Q4 		$655K Buy
2,275
+1
+0% +$279 0.06% 134
2025
Q3 		$606K Buy
2,274
+391
+21% +$98.1K 0.06% 131
2025
Q2 		$468K Sell
1,883
-366
-16% -$90.5K 0.06% 146
2025
Q1 		$595K Sell
2,249
-372
-14% -$99.1K 0.08% 127
2024
Q4 		$665K Buy
2,621
+187
+8% +$50.4K 0.08% 117
2024
Q3 		$687K Sell
2,434
-90
-4% -$25K 0.09% 120
2024
Q2 		$672K Buy
2,524
+115
+5% +$30.1K 0.1% 114
2024
Q1 		$652K Buy
2,409
+1
+0% +$263 0.1% 115
2023
Q4 		$604K Sell
2,408
-137
-5% -$32.4K 0.1% 110
2023
Q3 		$598K Sell
2,545
-398
-14% -$97K 0.13% 95
2023
Q2 		$721K Hold
2,943
– – 0.13% 93
2023
Q1 		$702K Hold
2,943
– – 0.14% 96
2022
Q4 		$730K Buy
2,943
+4
+0.1% +$970 0.15% 92
2022
Q3 		$659K Buy
2,939
+5
+0.2% +$1.19K 0.14% 96
2022
Q2 		$691K Sell
2,934
-50
-2% -$12.1K 0.14% 98
2022
Q1 		$759K Sell
2,984
-23,246
-89% -$5.74M 0.12% 106
2021
Q4 		$6.99M Sell
26,230
-24,075
-48% -$6.14M 1.08% 12
2021
Q3 		$12.4M Buy
50,305
+160
+0.3% +$41K 2.07% 9
2021
Q2 		$12.4M Sell
50,145
-386
-0.8% -$92.2K 2.15% 9
2021
Q1 		$11.6M Buy
50,531
+49,361
+4,219% +$11.3M 2.29% 7
2020
Q4 		$262K Buy
1,170
+75
+7% +$16K 0.05% 156
2020
Q3 		$224K Buy
+1,095
New +$222K 0.05% 150

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
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HCR Wealth Advisors's VHT Position: Q2 2026 in Review

HCR Wealth Advisors reduced its Vanguard Health Care ETF (VHT) stake by 0.52% in Q2 2026, selling an estimated $3.06K and leaving 2,088 shares worth $624K. The position accounts for 0.06% of the portfolio, ranked #143.

HCR Wealth Advisors first reported a position in VHT in Q3 2020 and has held it in 24 quarters since. The position peaked at $12.4M in Q3 2021. 1,113 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • HCR Wealth Advisors held 2,088 shares of Vanguard Health Care ETF worth $624K as of Q2 2026.
  • HCR Wealth Advisors sold 11 Vanguard Health Care ETF shares in Q2 2026, an estimated $3.06K.
  • Vanguard Health Care ETF made up 0.06% of HCR Wealth Advisors's portfolio in Q2 2026, its #143 holding.
  • HCR Wealth Advisors first reported a position in Vanguard Health Care ETF in Q3 2020 and has held it in 24 quarters since.
  • HCR Wealth Advisors's Vanguard Health Care ETF position peaked at $12.4M in Q3 2021.
  • 1,113 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.