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

IVC 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
Q2 		$827K Buy
2,767
+150
+6% +$41.7K 0.32% 59
2026
Q1 		$713K Hold
2,617
– – 0.31% 62
2025
Q4 		$753K Sell
2,617
-15
-0.6% -$4.19K 0.33% 58
2025
Q3 		$683K Buy
2,632
+100
+4% +$25.1K 0.31% 65
2025
Q2 		$629K Buy
2,532
+95
+4% +$23.5K 0.31% 63
2025
Q1 		$645K Buy
2,437
+875
+56% +$233K 0.35% 61
2024
Q4 		$396K Sell
1,562
-50
-3% -$13.5K 0.22% 88
2024
Q3 		$455K Hold
1,612
– – 0.25% 85
2024
Q2 		$429K Sell
1,612
-48
-3% -$12.6K 0.24% 92
2024
Q1 		$449K Sell
1,660
-97
-6% -$25.5K 0.26% 89
2023
Q4 		$440K Sell
1,757
-65
-4% -$15.4K 0.27% 85
2023
Q3 		$428K Hold
1,822
– – 0.29% 88
2023
Q2 		$446K Sell
1,822
-21
-1% -$5.11K 0.28% 86
2023
Q1 		$439K Sell
1,843
-32,553
-95% -$7.83M 0.31% 78
2022
Q4 		$464K Buy
34,396
+32,553
+1,766% +$7.89M 0.34% 73
2022
Q3 		$412K Sell
1,843
-4
-0.2% -$955 0.33% 70
2022
Q2 		$435K Hold
1,847
– – 0.34% 70
2022
Q1 		$470K Hold
1,847
– – 0.31% 78
2021
Q4 		$492K Buy
1,847
+10
+0.5% +$2.55K 0.32% 82
2021
Q3 		$454K Buy
1,837
+252
+16% +$64.6K 0.31% 80
2021
Q2 		$392K Buy
1,585
+680
+75% +$163K 0.28% 91
2021
Q1 		$207K Sell
905
-170
-16% -$39K 0.16% 123
2020
Q4 		$241K Buy
+1,075
New +$230K 0.23% 102

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IVC Wealth Advisors's VHT Position: Q2 2026 in Review

IVC Wealth Advisors increased its Vanguard Health Care ETF (VHT) stake by 5.7% in Q2 2026, buying an estimated $41.7K and bringing the position to 2,767 shares worth $827K. The position accounts for 0.32% of the portfolio, ranked #59.

IVC Wealth Advisors first reported a position in VHT in Q4 2020 and has held it in 23 quarters since. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • IVC Wealth Advisors held 2,767 shares of Vanguard Health Care ETF worth $827K as of Q2 2026.
  • IVC Wealth Advisors bought 150 Vanguard Health Care ETF shares in Q2 2026, an estimated $41.7K.
  • Vanguard Health Care ETF made up 0.32% of IVC Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • IVC Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.