HT
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Heritage Trust’s Vanguard Health Care ETF VHT Stock Holding History

Heritage Trust’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 		$202K Hold
740
– – 0.02% 304
2025
Q4 		$213K Buy
+740
New +$207K 0.02% 286
2019
Q1 		– Sell
-607
Closed -$97K – 413
2018
Q4 		$97K Sell
607
-87
-13% -$14.7K 0.04% 164
2018
Q3 		$125K Hold
694
– – 0.04% 152
2018
Q2 		$110K Hold
694
– – 0.04% 152
2018
Q1 		$107K Buy
694
+100
+17% +$16K 0.04% 152
2017
Q4 		$92K Hold
594
– – 0.03% 151
2017
Q3 		$90K Buy
+594
New +$88.6K 0.03% 154

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

Heritage Trust's VHT Position: Q1 2026 in Review

Heritage Trust held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 740 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #304.

Heritage Trust first reported a position in VHT in Q3 2017 and has held it in 8 quarters since. The position peaked at $213K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Heritage Trust held 740 shares of Vanguard Health Care ETF worth $202K as of Q1 2026.
  • Heritage Trust left its Vanguard Health Care ETF share count unchanged in Q1 2026.
  • Vanguard Health Care ETF made up 0.02% of Heritage Trust's portfolio in Q1 2026, its #304 holding.
  • Heritage Trust first reported a position in Vanguard Health Care ETF in Q3 2017 and has held it in 8 quarters since.
  • Heritage Trust's Vanguard Health Care ETF position peaked at $213K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.