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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
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

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

Legacy Advisors's VHT Position: Q1 2026 in Review

Legacy Advisors reduced its Vanguard Health Care ETF (VHT) stake by 7.2% in Q1 2026, selling an estimated $47.7K and leaving 2,160 shares worth $588K. The position accounts for 0.07% of the portfolio, ranked #144.

Legacy Advisors first reported a position in VHT in Q1 2019 and has held it in 4 quarters since. The position peaked at $670K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Legacy Advisors held 2,160 shares of Vanguard Health Care ETF worth $588K as of Q1 2026.
  • Legacy Advisors sold 167 Vanguard Health Care ETF shares in Q1 2026, an estimated $47.7K.
  • Vanguard Health Care ETF made up 0.07% of Legacy Advisors's portfolio in Q1 2026, its #144 holding.
  • Legacy Advisors first reported a position in Vanguard Health Care ETF in Q1 2019 and has held it in 4 quarters since.
  • Legacy Advisors's Vanguard Health Care ETF position peaked at $670K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Legacy Advisors's 13F filing for Q1 2026, filed 5 May 2026.