Legacy Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Legacy 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 Q3	–	Sell	-949	Closed	-$284K	–	357
2026 Q2	$284K	Sell	949 -1,211	-56%	-$337K	0.03%	258
2026 Q1	$588K	Sell	2,160 -167	-7%	-$47.7K	0.07%	144
2025 Q4	$670K	Buy	2,327 +186	+9%	+$52K	0.07%	136
2025 Q3	$556K	Buy	+2,141	New	+$537K	0.07%	140
2019 Q2	–	Sell	-149	Closed	-$26K	–	420
2019 Q1	$26K	Buy	+149	New	+$25.3K	0.01%	257

Other funds holding VHT

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Legacy Advisors's VHT Position: Q3 2026 in Review

Legacy Advisors sold out of Vanguard Health Care ETF (VHT) in Q3 2026, closing a stake of 949 shares — an estimated $284K sold.

Legacy Advisors first reported a position in VHT in Q1 2019 and held it in 5 quarters. The position peaked at $670K in Q4 2025. 363 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Legacy Advisors reported no remaining Vanguard Health Care ETF position as of Q3 2026 after selling out during the quarter.
Legacy Advisors sold 949 Vanguard Health Care ETF shares in Q3 2026, an estimated $284K.
Legacy Advisors first reported a position in Vanguard Health Care ETF in Q1 2019 and held it in 5 quarters.
Legacy Advisors's Vanguard Health Care ETF position peaked at $670K in Q4 2025.
363 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.