Heritage Trust
VHT icon

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
Q3 		$234K Hold
740
– – 0.02% 292
2026
Q2 		$221K Hold
740
– – 0.02% 300
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Heritage Trust's VHT Position: Q3 2026 in Review

Heritage Trust held its Vanguard Health Care ETF (VHT) position steady in Q3 2026 at 740 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #292.

Heritage Trust first reported a position in VHT in Q3 2017 and has held it in 10 quarters since. 927 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Heritage Trust held 740 shares of Vanguard Health Care ETF worth $234K as of Q3 2026.
  • Heritage Trust left its Vanguard Health Care ETF share count unchanged in Q3 2026.
  • Vanguard Health Care ETF made up 0.02% of Heritage Trust's portfolio in Q3 2026, its #292 holding.
  • Heritage Trust first reported a position in Vanguard Health Care ETF in Q3 2017 and has held it in 10 quarters since.
  • 927 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Heritage Trust's 13F filing for Q3 2026, filed 9 Nov 2026.