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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

AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 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. 180 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.
  • 180 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.