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High Net Worth Advisory Group’s Vanguard Health Care ETF VHT Stock Holding History

High Net Worth Advisory Group’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 		$1.59M Buy
5,840
+17
+0.3% +$4.86K 0.37% 63
2025
Q4 		$1.68M Buy
5,823
+94
+2% +$26.3K 0.39% 61
2025
Q3 		$1.49M Sell
5,729
-500
-8% -$125K 0.36% 60
2025
Q2 		$1.55M Sell
6,229
-76
-1% -$18.8K 0.41% 56
2025
Q1 		$1.67M Sell
6,305
-261
-4% -$69.5K 0.47% 55
2024
Q4 		$1.67M Sell
6,566
-212
-3% -$57.1K 0.47% 53
2024
Q3 		$1.91M Sell
6,778
-40
-0.6% -$11.1K 0.52% 47
2024
Q2 		$1.81M Buy
6,818
+371
+6% +$97.3K 0.55% 46
2024
Q1 		$1.74M Buy
6,447
+436
+7% +$115K 0.55% 45
2023
Q4 		$1.51M Buy
6,011
+659
+12% +$156K 0.56% 47
2023
Q3 		$1.26M Buy
5,352
+147
+3% +$35.8K 0.5% 52
2023
Q2 		$1.27M Sell
5,205
-720
-12% -$175K 0.49% 55
2023
Q1 		$1.41M Sell
5,925
-1
-0% -$241 0.58% 50
2022
Q4 		$1.47M Buy
5,926
+2
+0% +$485 0.57% 48
2022
Q3 		$1.32M Buy
5,924
+25
+0.4% +$5.97K 0.57% 50
2022
Q2 		$1.39M Buy
5,899
+335
+6% +$80.7K 0.58% 48
2022
Q1 		$1.42M Sell
5,564
-232
-4% -$57.3K 0.51% 52
2021
Q4 		$1.54M Buy
+5,796
New +$1.48M 0.54% 48

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

High Net Worth Advisory Group's VHT Position: Q1 2026 in Review

High Net Worth Advisory Group increased its Vanguard Health Care ETF (VHT) stake by 0.29% in Q1 2026, buying an estimated $4.86K and bringing the position to 5,840 shares worth $1.59M. The position accounts for 0.37% of the portfolio, ranked #63.

High Net Worth Advisory Group first reported a position in VHT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.91M in Q3 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • High Net Worth Advisory Group held 5,840 shares of Vanguard Health Care ETF worth $1.59M as of Q1 2026.
  • High Net Worth Advisory Group bought 17 Vanguard Health Care ETF shares in Q1 2026, an estimated $4.86K.
  • Vanguard Health Care ETF made up 0.37% of High Net Worth Advisory Group's portfolio in Q1 2026, its #63 holding.
  • High Net Worth Advisory Group first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 18 quarters since.
  • High Net Worth Advisory Group's Vanguard Health Care ETF position peaked at $1.91M in Q3 2024.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.