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

Heartwood 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
2025
Q4 		– Sell
-127
Closed -$33K – 578
2025
Q3 		$33K Buy
+127
New +$31.9K ﹤0.01% 329

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $445B AUM 25.58% 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 $8.14B AUM 14.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Heartwood Wealth Advisors's VHT Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Vanguard Health Care ETF (VHT) in Q4 2025, closing a stake of 127 shares — an estimated $33K sold.

Heartwood Wealth Advisors first reported a position in VHT in Q3 2025 and held it in 1 quarter. The position peaked at $33K in Q3 2025. 1,133 funds tracked by Wall St. Rank hold VHT as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Vanguard Health Care ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 127 Vanguard Health Care ETF shares in Q4 2025, an estimated $33K.
  • Heartwood Wealth Advisors first reported a position in Vanguard Health Care ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Vanguard Health Care ETF position peaked at $33K in Q3 2025.
  • 1,133 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.