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J.W. Cole Advisors’s Vanguard Health Care ETF VHT Stock Holding History

J.W. Cole 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 		$6.5M Buy
23,868
+131
+0.6% +$37.5K 0.22% 90
2025
Q4 		$6.51M Sell
23,737
-969
-4% -$271K 0.16% 130
2025
Q3 		$6.41M Sell
24,706
-1,652
-6% -$414K 0.12% 170
2025
Q2 		$6.55M Buy
26,358
+2,471
+10% +$611K 0.14% 156
2025
Q1 		$6.32M Buy
23,887
+16,203
+211% +$4.32M 0.2% 110
2024
Q4 		$1.95M Sell
7,684
-453
-6% -$122K 0.08% 251
2024
Q3 		$2.3M Sell
8,137
-481
-6% -$134K 0.1% 218
2024
Q2 		$2.29M Sell
8,618
-705
-8% -$185K 0.11% 195
2024
Q1 		$2.52M Buy
9,323
+494
+6% +$130K 0.13% 175
2023
Q4 		$2.21M Sell
8,829
-4,882
-36% -$1.16M 0.13% 178
2023
Q3 		$3.22M Buy
13,711
+1,266
+10% +$309K 0.24% 103
2023
Q2 		$3.05M Sell
12,445
-57
-0.5% -$13.9K 0.22% 111
2023
Q1 		$2.98M Sell
12,502
-23
-0.2% -$5.54K 0.21% 119
2022
Q4 		$3.11M Buy
12,525
+4,280
+52% +$1.04M 0.24% 107
2022
Q3 		$1.84M Sell
8,245
-5
-0.1% -$1.19K 0.15% 156
2022
Q2 		$1.94M Sell
8,250
-1,069
-11% -$258K 0.15% 159
2022
Q1 		$2.37M Sell
9,319
-371
-4% -$91.7K 0.16% 155
2021
Q4 		$2.58M Buy
+9,690
New +$2.47M 0.17% 146
2021
Q3 		– Sell
-8,125
Closed -$2.01M – 769
2021
Q2 		$2.01M Buy
8,125
+1,737
+27% +$415K 0.16% 153
2021
Q1 		$1.46M Buy
6,388
+182
+3% +$41.7K 0.14% 183
2020
Q4 		$1.39M Sell
6,206
-13,799
-69% -$2.95M 0.14% 173
2020
Q3 		$4.08M Buy
+20,005
New +$4.05M 0.31% 77
2020
Q1 		– Sell
-12,016
Closed -$2.3M – 488
2019
Q4 		$2.3M Buy
+12,016
New +$2.15M 0.29% 94

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

J.W. Cole Advisors's VHT Position: Q1 2026 in Review

J.W. Cole Advisors increased its Vanguard Health Care ETF (VHT) stake by 0.55% in Q1 2026, buying an estimated $37.5K and bringing the position to 23,868 shares worth $6.5M. The position accounts for 0.22% of the portfolio, ranked #90.

J.W. Cole Advisors first reported a position in VHT in Q4 2019 and has held it in 23 quarters since. The position peaked at $6.55M in Q2 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • J.W. Cole Advisors held 23,868 shares of Vanguard Health Care ETF worth $6.5M as of Q1 2026.
  • J.W. Cole Advisors bought 131 Vanguard Health Care ETF shares in Q1 2026, an estimated $37.5K.
  • Vanguard Health Care ETF made up 0.22% of J.W. Cole Advisors's portfolio in Q1 2026, its #90 holding.
  • J.W. Cole Advisors first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 23 quarters since.
  • J.W. Cole Advisors's Vanguard Health Care ETF position peaked at $6.55M in Q2 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.