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

Heritage 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
Q1 		$140K Hold
512
– – 0.01% 231
2025
Q4 		$147K Hold
512
– – 0.01% 242
2025
Q3 		$133K Sell
512
-750
-59% -$188K 0.01% 231
2025
Q2 		$313K Hold
1,262
– – 0.01% 168
2025
Q1 		$334K Hold
1,262
– – 0.02% 158
2024
Q4 		$320K Hold
1,262
– – 0.02% 162
2024
Q3 		$356K Hold
1,262
– – 0.02% 165
2024
Q2 		$336K Hold
1,262
– – 0.02% 161
2024
Q1 		$341K Hold
1,262
– – 0.02% 170
2023
Q4 		$316K Sell
1,262
-54
-4% -$12.8K 0.02% 175
2023
Q3 		$309K Hold
1,316
– – 0.02% 165
2023
Q2 		$322K Hold
1,316
– – 0.02% 168
2023
Q1 		$314K Hold
1,316
– – 0.02% 169
2022
Q4 		$327K Hold
1,316
– – 0.02% 161
2022
Q3 		$294K Sell
1,316
-107
-8% -$25.5K 0.02% 163
2022
Q2 		$335K Hold
1,423
– – 0.02% 149
2022
Q1 		$362K Hold
1,423
– – 0.02% 146
2021
Q4 		$379K Hold
1,423
– – 0.02% 151
2021
Q3 		$352K Hold
1,423
– – 0.02% 152
2021
Q2 		$352K Hold
1,423
– – 0.02% 156
2021
Q1 		$326K Buy
1,423
+550
+63% +$126K 0.02% 171
2020
Q4 		$195K Buy
873
+203
+30% +$43.4K 0.01% 199
2020
Q3 		$137K Buy
670
+1
+0.1% +$202 0.02% 179
2020
Q2 		$129K Buy
669
+2
+0.3% +$375 0.02% 175
2020
Q1 		$111K Buy
667
+2
+0.3% +$365 0.02% 183
2019
Q4 		$128K Buy
665
+165
+33% +$29.6K 0.02% 209
2019
Q3 		$83K Sell
500
-302
-38% -$51.7K 0.01% 228
2019
Q2 		$139K Buy
+802
New +$135K 0.02% 171

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 Wealth Advisors's VHT Position: Q1 2026 in Review

Heritage Wealth Advisors held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 512 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #231.

Heritage Wealth Advisors first reported a position in VHT in Q2 2019 and has held it in 28 quarters since. The position peaked at $379K in Q4 2021. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Heritage Wealth Advisors held 512 shares of Vanguard Health Care ETF worth $140K as of Q1 2026.
  • Heritage Wealth Advisors left its Vanguard Health Care ETF share count unchanged in Q1 2026.
  • Vanguard Health Care ETF made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #231 holding.
  • Heritage Wealth Advisors first reported a position in Vanguard Health Care ETF in Q2 2019 and has held it in 28 quarters since.
  • Heritage Wealth Advisors's Vanguard Health Care ETF position peaked at $379K in Q4 2021.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.