Independent Advisor Alliance’s Vanguard Health Care ETF VHT Stock Holding History

Independent Advisor Alliance’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 Q2	–	Sell	-19,772	Closed	-$5.38M	–	1610
2026 Q1	$5.38M	Buy	+19,772	New	+$5.65M	0.06%	298
2025 Q1	–	Sell	-15,720	Closed	-$3.99M	–	1342
2024 Q4	$3.99M	Buy	+15,720	New	+$4.24M	0.05%	326
2020 Q1	–	Sell	-28,097	Closed	-$5.39M	–	846
2019 Q4	$5.39M	Buy	+28,097	New	+$5.04M	0.24%	95
2017 Q2	–	Sell	-3,362	Closed	-$461K	–	402
2017 Q1	$461K	Buy	+3,362	New	+$453K	0.07%	237

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Independent Advisor Alliance's VHT Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Vanguard Health Care ETF (VHT) in Q2 2026, closing a stake of 19,772 shares — an estimated $5.38M sold.

Independent Advisor Alliance first reported a position in VHT in Q1 2017 and held it in 4 quarters. The position peaked at $5.39M in Q4 2019. 1,122 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Independent Advisor Alliance reported no remaining Vanguard Health Care ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 19,772 Vanguard Health Care ETF shares in Q2 2026, an estimated $5.38M.
Independent Advisor Alliance first reported a position in Vanguard Health Care ETF in Q1 2017 and held it in 4 quarters.
Independent Advisor Alliance's Vanguard Health Care ETF position peaked at $5.39M in Q4 2019.
1,122 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.